Market Cap as of Nov 29, 2024 % of Market Value FundBenchmark Negative weightings may result from specific circumstances (including timing differences between trade and settle dates of securities purchased by the funds) and/or the use of certain financial instruments, including derivatives, which ...
Mid-cap funds have some advantages over both individual mid-cap stocks and other fund types. While less volatile than small-cap stocks, holding only a few mid-cap funds is usually much riskier than holding several large-cap stocks. Byinvesting in a mid-cap fund, investors can capture the ...
Mid-Cap Value Fund Prospectus Fact Sheet Financial and Legal Documents Performance Returns Average Annual Cumulative Calendar Year as of 1y3y5y10y Total Return (%)8.314.688.777.93 Return w/ Sales Charge (%)7.364.688.777.93 Benchmark (%)13.073.888.598.10 ...
DSP Midcap Fund: Get latest NAV, expense ratio, historical returns, SIP details, portfolio analysis, and peer comparison and invest via ET Money.
Schroder UK Mid Cap Fund PLC的市场法(比较法)公允价值上行边际 (InvestingPro)排名为第26.6%名,处于板块内92.1%的水平。下表提供了更多数据的摘要: 板块财务状况的市场法(比较法)公允价值上行边际 (InvestingPro) 经济风险区类别发达 全部成分股2,776
Calvert Mid-Cap Fund (I) (CCPIX) - The Fund seeks to provide long-term capital appreciation by investing primarily in mid-cap stocks. - Domestic Equity Fund
The Parnassus Mid Cap Fund offers a high-conviction portfolio of 35 to 45 high-quality U.S. mid-cap stocks with the potential for long-term growth and business resiliency that complement core equity holdings.
Mid-Cap Asset Class Size Power Rankings 4 th 3-Mo. Fund Flow: 3 rd Avg. 3-Mo. Return: 4 th Aggregate AUM: 1 st Avg. Expense Ratio: 5 th Avg. Dividend Yield: Asset class size power rankings are rankings between Mid-Cap and all other U.S.-listed asset class size ETFs on...
The fund launched in 1994. Fidelity benchmarks the fund to the S&P MidCap 400. While American investors often compare every security to the Standard & Poor’s 500 index, that’s generally not an accurate comparison for anything other than large-cap domestic funds. Over the past 10 years...
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