Large cap growth mutual funds

    • [PDF File]Large Cap Fund

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      growth approach to stock selection, the fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of large-cap companies. It defines a large-cap company as one whose market capitalization is larger than the

    • [PDF File]Fact Sheet - ClearBridge Large Cap Growth Fund

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      Russell 1000 Growth Index (USD) Fund facts as of Sept. 30¸ 2019 Dividend frequency¸ if any Annual Morningstar category Large Growth Lipper category Large-Cap Growth Funds Turnover (®scal yr) 20% Sector allocation and top holdings percentages are based on total portfolio as of quarter-end and are subject to change at any time.

    • [PDF File]Mutual Funds | U.S. Equity | Large-Cap CLEARBRIDGE ...

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      ² The Morningstar Rating for funds, or ªstar ratingº, is as of September 30, 2019 and is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history, and subject to change monthly.

    • Fidelity Large Cap Stock Fund (FLCSX) - Mutual Funds Research

      Fidelity® Large Cap Stock Fund (FLCSX) No Transaction Fee 1 Hypothetical Growth of $10,0002,3 (9/30/2009-9/30/2019) n Fidelity® Large Cap Stock Fund $32,208 n Large Blend $28,895 The performance data featured represents past performance, which is no guarantee of future results.

    • www.quora.com/What-are-the-best-large-cap-mutual-funds-to-invest-in-order-to-get-good-returns

      www.quora.com/What-are-the-best-large-cap-mutual-funds-to-invest-in-order-to-get-good-returns

    • [PDF File]Large Cap Focus Growth Fund

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      A focused, high conviction large-cap growth holding Combines diversified sources of growth Seeks to outperform in all markets Rated against 1,243 Large Growth Funds, as of 09/30/2019 based on risk adjusted total return. Overall Ratings are determined monthly and subject to change.

    • [PDF File]December, 2018 Q1: I understand Fidelity is making ...

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      Q10: With the reduction in expenses for your stock and bond index mutual funds, how does Fidelity compare to Schwab? A: Fidelity beats Schwab’s expense ratios for 7 out of 10 comparable index mutual funds and is tied on 3. All Fidelity and Schwab Index Funds have $0 investment minimum. Seethe chart below for a full comparison of expense ratios.

    • [PDF File]THE TOP SUSTAINABLE MUTUAL FUNDS

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      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. Of the 203, 37% or 76 funds beat the Stan-dard & Poor’s 500 index’s 18.6% return in the year ended Sept. 30.

    • [PDF File]Large Cap Growth I Fund (managed by T. Rowe Price)

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      Effective 4/30/2013, the T. Rowe Price Blue Chip Growth Fund (Advisor Shares) Alliance Fund was converted from an Alliance Fund which invested in shares of a mutual fund to an Institutional Sub-Advised structure. The Fund was renamed as the Large Cap Growth I Fund (managed by T. Rowe Price).

    • [PDF File]Advantage Large Cap Growth Fund

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      2012 is the information for the Fund when it followed different investment strategies under the name "BlackRock Mid-Cap Value Equity Portfolio." KEY FACTS Size of Fund (Millions) $796.4M Fund Launch Date 08/25/1986 Share Class Launch Date 08/26/1986 Morningstar Category Large Growth Number Of Holdings 214 Benchmark Russell 1000 Growth Index ...

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