large cap companies that are selling at a discount to their fair value. For years, many active managers resisted launching ETFs because of fears that the daily portfolio transparency would give away their trade secrets. The Securities and Exchange Commission finally approved non-transparent funds in...
fundamental analysis to create its portfolio. The fund seeks to benchmark the performance of its portfolio against the Russell 1000 Value Index. The fund employs internal and external research to create its portfolio. American Beacon Funds - American Beacon Large Cap Value Fund was formed on July...
2) American Mutual Fund The American Mutual Fund (AMRMX) is alarge-capvalue fund that aims to preserve capital by selecting stocks offering strong fundamentals and sustainable dividends. Since its 1950 launch, the fund’s average annual return is 0.40%. The fund’s five-year annualized return ...
See American Funds SMALLCAP World Fund (SFCWX) mutual fund ratings from all the top fund analysts in one place. See American Funds SMALLCAP World Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
American Funds SMALLCAP World (SMCWX):Thissmall-cap-focused fund targets growth. Established in April 1990, it had a 10-year return of 7.87% and 9.20% since inception. With almost $69.7 billion in AUM, this fund comes with annual management fees of 0.61%.7 ...
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American Funds Growth Fund of Amer 13.69% 1-YEAR Large Growth Search Funds Highest Returns in Global Small/Mid Stock1 YEAR Morgan Stanley Global Endurance PortMSJAX Third Avenue Value FundTAVFX Virtus KAR Global Small-Cap FdRGSAX ALPS Global Opportunity PortAVPEX ...
First American Funds FIRST AMERICAN LARGE CAP VALUE CLASS Y 318530771 FSKIX Mutual Fund Growth and Income $ 1000000 $ 100 $ 1000000 0.94 0 None No Yes 0 Y First American Funds FIRST AMERICAN LARGE CAP VALUE FUND C 31853P768 ICCSX Mutual Fund Growth $ 2500 $ 100 $ 2500 2.24 1 1.00 No...
(955 funds rated) 10-yr. Morningstar RatingTM (751 funds rated) Overall Morningstar RiskLow HIGH LOW Category Large Growth ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS Ratings are based on risk-adjusted returns as of 11/30/2024 (updated monthly). ...
The Growth Fund of America(AGTHX): Invests in growth stocks that have long-term growth potential. This fund is safer than most large-cap growth funds. Expense ratio is 0.64%, front load is 5.75%, and requires $250 to start. SMALLCAP World Fund(SMCWX): Invests in companies all around ...