Top large cap funds

    • Fidelity Mega Cap Stock Fund (FGRTX)

      n Fidelity® Mega Cap Stock Fund $31,649 n Large Blend $28,895 ... The top 10% of funds in each fund category receive 5 stars, the ... large-cap funds. Glossary Of Terms Beta: A measure of a portfolio's sensitivity to market movements (as represented by a benchmark index). The benchmark index has a …


    • [PDF File]Fidelity Large Cap Stock Fund

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      QUARTERLY FUND REVIEW | AS OF JUNE 30, 2019 Fidelity® Large Cap Stock Fund Investment Approach FUND INFORMATION •Fidelity® Large Cap Stock Fund is a diversified domestic equity strategy with a large-cap core orientation. •Our investment approach is …


    • [PDF File]AIG Focused Alpha Q2 Large-Cap Fund 6.30

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      AIG Focused Alpha Large-Cap Fund Q2 6.30.19 Performance Analysis Average Annual Returns (as of 6/30/19) *Inception date of closed-end fund 12/27/05 The Fund acquired the assets and assumed the liabilities of the SunAmerica Focused Alpha Large-Cap Fund, Inc. (the “Predecessor


    • [PDF File]20 Years of the Best and Worst: Disciplined diversification

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      Large Cap Value stocks Russell 1000 ... prices usually fall), therefore the Fund’s share price may decline during rising rates. Funds that consist of debt instruments with longer durations are generally more sensitive to a rise in interest rates than those with shorter durations. At times, and particularly during periods of market turmoil ...


    • [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]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.


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

      Fidelity® Large Cap Stock Fund (FLCSX) ... The top 10% of funds in each fund category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, ... the performance of the 1,000 largest companies in the Russell 3000® Index and is an appropriate index for broad-based large-cap funds.


    • [PDF File]Deferred Compensation Plan Large-Cap Stock Fund

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      Deferred Compensation Plan Large-Cap Stock Fund ... Stocks in the top 70% of the capitalization of the US equity market are defined as large cap. The blend style is assigned to portfolios where ... # of Funds in Category 1,447 1,408 1,205 1,066 . .


    • Vanguard U.S. Stock Index Funds Large-Capitalization ...

      Index Fund’s main detractors. Health care was the top-performing sector for the Large-Cap Index and Value Index Funds, while consumer services contributed most to the Growth Index Fund’s returns. • Please note that in November, Vanguard lowered the investment minimum for the funds’ Admiral Shares from $10,000 to $3,000.


    • Socially Conscious Funds List

      Socially Conscious Funds List Third Quarter 2019 1 Socially Conscious Funds List This list is derived from Morningstar, Inc.®1 “Socially Conscious” data, which indicates if the fund identifies itself as selectively investing based on certain noneconomic principles.


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