Best large value mutual funds
[PDF File]EXPLORE OUR TOP MORNINGSTAR-RATED FUNDS
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Against 1,108 Large Value Funds AB Sustainable Global Thematic Fund (ATEYX) ... Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the ...
[PDF File]Mutual Funds Made Simple (PDF)
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1 Please note that mutual funds have the potential to lose value. ... cation is the best way to balance your portfolio and is a key component of fi nancial success. 3. Professional money management ... businesses that show promise to large, well-estab-lished companies with strong fi nancial structures.
[PDF File]Putnam Large Cap Value Fund - Mutual funds, …
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Putnam Large Cap Value Fund received 4, 4, and 4 stars for the 3-, 5-, and 10-year periods among 1,141, 1,012, and 740 Large Value funds, respectively. Morningstar rankings for class Y shares are based on total return without sales charge relative to …
[PDF File]Putnam Large Cap Value Fund - Mutual funds, …
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Putnam Large Cap Value Fund received 4, 4, and 5 stars for the 3-, 5-, and 10-year periods among 1,144, 1,022, and 747 Large Value funds, respectively. Morningstar rankings for class Y shares are based on total return without sales charge relative to all share classes of funds with similar objectives as determined by Morningstar.
[PDF File]Best U.S. Diversified Mutual Funds - Value Line Funds
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Best U.S. Diversified Mutual Funds Mutual funds Symbol 1-year total return 3-year avg annual return 5-year avg annual return 10-year avg annual return Morningstar category Closed to new inv Benchmark:S&P 500 18.40% 14.18% 15.22% 13.88% Value Line Larger Com-panies Focused Inv VALLX 45.98 22.95 20.04 16.44 Large Growth No Value Line Mid Cap Focused
[PDF File]Sharekhan’s top equity fund picks
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Mutual Funds Sharekhan’s Top Equity Fund Picks Top rated equity mutual funds Data as on March 01, 2017 Scheme name Star rating NAV (Rs) 6 mths’ returns % Annually compounded returns (%) 1 yr 3 yrs 5 yrs Since inception Large-cap funds Birla Sun Life Top 100 Fund - …
[PDF File]THE TOP SUSTAINABLE MUTUAL FUNDS
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FUND HAS BEATEN THE S&P 500. FUND HAS SUSTAINABLE MANDATE. THE TOP . SUSTAINABLE. MUTUAL FUNDS. Barron’s. selected the 203 U.S. large-company, actively managed funds with the most sustainable portfolios, and ranked them by one-year returns.
[PDF File]Explore the Field of Mutual Funds
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and are the most common type of mutual funds. Often Equity Funds focus on a particular type of investment strategy, such as Growth, Value, Large Caps and Small Caps or themes such as Property, Energy and Healthcare. The funds can be invested globally, regionally or …
[PDF File]28 Terrific Funds - Capital Group Companies
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Amer Funds Wash Mutual AWSHX Vanguard Selected Value VASVX Amer Funds American Bal ABALX T. Rowe Price Capital App PRWCX Amer Funds InvmtCo ofAmer AIVSX Amer Funds IncFund ofAmer AMECX Vanguard Wellington VWELX Mairs & Power Balanced MAPOX American Funds Global Bal GBLAX Fidelity Balanced FBALX World Allocation Small Growth World Large Stock ...
[PDF File]FUND FACTS - TD Mutual Funds & Portfolios Solutions
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Like most mutual funds, this fund is not guaranteed or insured. You may not get back the amount of money you invest. FUND FACTS Epoch U.S. Large-Cap Value Fund – Investor Series How has the fund performed? This section tells you how Investor Series securities of the fund performed over the past 10 years. Returns are after expenses have been deducted. These expenses reduce the fund's returns ...
[PDF File]Mutual Funds - Standard Chartered
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discount to the mutual fund’s value. Mutual funds do not provide you with any capital or principal protection of your investment, so by investing in mutual funds you are at risk of losing some or all of your investment. Fees and Charges Mutual funds charge various fees and it is best to refer to the fund’s prospectus to understand what you are being charged for a particular mutual fund ...
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