Percentage of top 10 holdings in mutual fundsStaff Writer
Each of the following funds has earned five out of five stars and a gold badge from Morningstar analysts, indicating they have the highest conviction that the fund will continue to outperform its peers or benchmark over a market cycle: Mutual Fund Assets Under Management Expense Ratio Minimum ...
Currently, two companies dominate the domestic mutual fund market:Vanguard and Fidelity. Both offer very robust funds with high growth potential and have trillions under their belt in total assets. If you're looking to cash in on the potential advantages of size in your mutual fund investments, ...
MSFT shares command a market capitalization of around $2.3 trillion, making it a top component of the S&P 500 and other major indices. Here, we look at some of the top mutual fund holders of MSFT, which unsurprisingly are also the largest index funds around. Microsoft's most popular brands...
Offering the Empiric 2500 Fund utilizing several empirical, quantitative, and systematic computer processes to identify stocks the advisor deems to be undervalued.
Best Mutual Funds: Seeking Leading Stocks Early Taking early stakes in young companies means the fund managers may have to wait years for a stock to live up to its promise. "Most of our turnover happens in some of our newer positions," Zackery said. "Over time, as holdings meet our exp...
What makes $14.3 billion AB Large Cap Growth Fund (APGAX) one of the best mutual funds, with top holdings like Amazon (AMZN) stock? "The fund's philosophy is rooted in finding good businesses, rather than trying to predict short-term stock price performance," said co-manager Vinay Thapar...
respectively. Recent declines in the Indian stock market has hit many mutual funds. Franklin India's top holdings include several recognizable names such as HDFC Bank (ticker:HDB), Infosys(INFY) and Reliance Industries. The Franklin India Index Fund is ideal to park funds for long-term life go...
Top 10 Holdings. Valuation and Growth Rates for portfolio and compare to the ETF category. Performance: Volatility, Expected Returns, Sharp Ratio, Returns YTD/3 years/5 years/10 years. Funds Fundamentals Data API We support more than 20.000 US Mutual Funds. Our database has equity funds as ...
Bangladesh General Insurance Company Limited (BGIC) Custodian Standard Chartered Bank (SCB) Assets under Management BDT 1.05 billion (at Market Value)* Inception Date 4 February, 2010 Number of Holdings 18 *Figure as of January 02, 2025.