Mutual Funds Equity Funds By Sridhar Sahu Updated Aug 29, 2024 Large and Mid-Cap Mutual Funds are equity mutual funds and invest primarily in a mix of large and mid-sized companies. As opposed to a large-cap fund or mid-cap fund, these funds have the leeway to diversify their investmen...
In this paper an attempt is made to evaluate the performance of Equity Large-Cap Mutual Fund Schemes on the basis of risk-returns compared to benchmark returns. For this purpose, risk adjusted performance measures suggested by Jenson, Treynor and Sharpe are employed. It is found...
Large-Cap Value Fund(A) Uncovering value since 1931. A Share Class EHSTX Symbol $27.54$-0.13 NAV as of Dec 6, 2024 Fact Sheet Sep 30, 2024 Commentary Sep 30, 2024 Attribution Sep 30, 2024 The Fund With a history that dates to 1931, the Fund is one of the oldest in the United ...
Federated Hermes MDT Large Cap Value Fund (Institutional Shares) returned 10.32% in the third quarter of 2024, outperforming the 9.43% return of its benchmark, the Russell 1000® Value Index. Performance quoted represents past performance which is no guarantee of future results. Investment return...
TCW Relative Value Large Cap Fund Class NMutual Fund Symbol: TGDVX Dec 20, 2024 NAVPS: $16.54 Change: $0.21 0.0129% QuoteMedia Fund Score: 1m 3m 6m 1y 3y 5y 10y 25. Nov2. Dec9. Dec16. Dec1616.51717.518 Investment Objective The investment seeks capital appreciation, with a ...
Best Mutual Fund Large Cap. 6. 25L In 20 YR Sample 1 SaveCopy + Get the Official Word Add-in Open in AppSource Add to Word Now Related Clauses Special Permit from Relevant Ministerial/ Government Agencies and Foreign Capital Ownership Limitation Sponsored, Closely Held Investment Vehicle Ratin...
Nippon India Large Cap Fund Direct-Growth is a Large Cap mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 yrs 11 m, having been launched on 01/01/2013. Nippon India Large Cap Fund Direct-Growth has ₹35,313 Crores worth of assets under managemen...
Fund Inception Date 06/15/1977 Benchmark Russell 1000 Value Index Investment Style Value Morningstar Category Large Value Lipper Classification Large-Cap Value Funds Total Net Assets As of 11/30/2024 (Updated Monthly) $35.81 Billion Dividends & Yields Dividend Frequency, if any Quarte...
The Parnassus Growth Equity Fund offers a high-conviction portfolio of approximately 40 U.S. large-cap stocks selected for their potential to benefit from secular trends at attractive valuations.Key Differentiators Innovation Oriented: Favors leading, innovative companies positioned to capitalize on ...
The Sit Large Cap Growth Fund has higher risk and higher reward potentials.Investment Style The Fund invests in large cap, growth-oriented stocks.Investment Adviser The Sit Mutual Funds’ investment adviser is Sit Investment Associates, Inc. It is an employee-owned firm founded in 1981 in Min...