A core, diversified equity portfolio designed to deliver competitive returns and mitigate risk by investing in businesses with sustainable revenues that address the needs of all their stakeholders. Global large cap investments with a small-mid cap component to boost growth potential. ...
Overall Morningstar Rating for BlackRock Global Unconstrained Equity Fund, Class D, as of 31/Jan/2023 rated against 1724 Global Large-Cap Growth Equity Funds. Morningstar Medalist Rating Morningstar has awarded the Fund a Silver medal. (Effective 21/Jun/2024) ...
Peer group refers to funds in the EAA Fund Global Large-Cap Growth Equity universe that are registered for sale in Singapore. Sharpe ratio of strategy is calculated using 3-month Libor as the risk-free rate. Strategy performance numbers are computed before deduction of all fees and deduction ...
Global Large-Cap Growth Equity Dealing Frequency Daily, forward pricing basis SEDOL 0938446 Portfolio Characteristics Number of Holdings as of 29-Nov-2024 30 3y Beta as of 30-Nov-2024 0.961 P/B Ratio as of 29-Nov-2024 6.43 Since Share Inception – Annualised Volatility ...
Category Large Cap Growth Equities Asset Class Equity Asset Class Size Mega-Cap Asset Class Style Blend Region (General) Developed Markets Region (Specific) Broad FactSet Classifications Segment Equity: Global - Large Cap Category Size and Style Focus Large Cap Niche Broad-based Strat...
Cap. Gains Short-Term 06/28/2024 06/28/2024 07/01/2024 $0.1961 $0.00 $0.00 $0.00 2018 Year-to-Date: Dividends Subtotal: $0.196 Cap Gains Subtotal: $0.000 Total Distributions: $0.196 Expenses Expense Ratio2 CGGO 0.47% Global Large-Stock Growth -- Fund as of most recent prospectus....
Senser believes that the firm focuses on the large-cap value segment of the market and pairs fundamental research with an investment process that uses a bottom-up approach. He comments on the opportunities in the health care sector.EBSCO_bspWall Street Transcript...
The fund normally allocates its assets to underlying funds that invest in domestic and international equity securities. It further diversifies its investment portfolio by allocating its assets among underlying funds that represent a variety of different asset classes, such as large capitalization, small ...
Lipper Global Large-Cap Growth Funds Average 12 0.78% Fund as of most recent prospectus. Lipper Category as of 9/30/24 (updated quarterly). Resources Prospectuses & Reports for PGGAX Quarterly Fund Fact Sheet(PDF)10/24 Fund Commentary(PDF)11/24 ...
SMID Cap ETFs Worth Consideration Two funds worth consideration in a falling-rate environment include the(FFSMB) and the(FSMD). FFSMis actively managed and seeks long-term capital growth. The fund invests primarily in stocks within small- and mid-cap segments, similar to those within the Russe...