A mid-cap fund is a pooled investment vehicle (e.g. a mutual fund or ETF) that explicitly invests in the stocks ofmid-capcompanies, or companies withmarket capitalizationsranging from approximately $2 billion to $10 billion. Key Takeaways ...
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 investments across a single fund. 4.4 Avg. app ratings1 Cr+ downloads ...
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 ...
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.
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 ...
See Janus Henderson Mid Cap Value Fund (JMCVX) mutual fund ratings from all the top fund analysts in one place. See Janus Henderson Mid Cap Value Fund performance, holdings, fees, risk and other data from Morningstar, S&P, and others.
DSP Midcap Fund overview VRO rating1 Expense ratio0.78%as on Jan 31, 2025 Exit load1.0% Exit load of 1% if redeemed less than 12 months! AUM (Fund size)₹17,762 Crs Lock-inNo Lockin Age12 yrs 1 msince Jan 01, 2013 BenchmarkNIFTY Midcap 150 TRI ...
If a mid-cap fund has a good record, it can be your first fundSrikanth Meenakshi
The Fidelity Mid-Cap Stock Fund gives investors access to a diverse basket of domestic stocks with market capitalizations between $1 billion and $10 billion. As the very category of mid-cap suggests, these companies share some characteristics with smaller firms, and others with larger firms. As...
SMARTMONEY FUND SCREEN. The article offers a look at the growth funds in the U.S. It observes that the 6.5% average annual return of large-cap funds through the first quarter in 2... Wherry,Rob - 《Wall Street Journal Eastern Edition》 被引量: 0发表: 2007年 SMARTMONEY FUND SCREEN |...