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 ...
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 ...
Overall Morningstar Rating for Mid-Cap Value Fund, as of Dec 31, 2024 rated against 392 Mid-Cap Value Funds based on risk adjusted total return. Lipper Leader Lipper Leader Ratings Consistent Return Expense Preservation Total Return Overall Lipper Leaders ratings based on an equal-weighted average...
Returns:Mid-cap funds generally tend to deliver market-beating returns over the long term. However, in a short to medium period, they might underperform. So investors need to be prepared to stay invested if they want to benefit from this fund category. ...
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 Growth Fund3.103.433.104.981.017.7710.108.13 Russell Midcap Growth Index6.3813.076.3830.6011.2112.6512.428.70 Disclosure Distributions Time Period Current YearPrevious Year TypeRecord DateReinvest DatePayable DateAmount per Share ($)Reinvest Price ($) ...
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.
According to Fidelity, that means companies with market capitalizations similar to those in the Russell Midcap Index or the S&P MidCap 400 index. It may invest in growth stocks, value stocks or both. Role in Portfolio Morningstar says the fund should play a “supporting” role. Management...
Commerce MidCap Growth Fund has an expense ratio of 0.77 percent. Net Expense Ratio 0.77 Category Average: 1.15%* Management 0.48 Category Average: 0.73%* SEE MORE CFAGX FEES Updated 10/31/23 Risk Risk is High compared to funds in the same category according to Morningstar. Volatility ...
If a mid-cap fund has a good record, it can be your first fundSrikanth Meenakshi