Large Cap Fund Quote
| FMIHX Fund | USD 17.71 0.03 0.17% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Large Cap is trading at 17.71 as of the 1st of December 2024; that is 0.17 percent up since the beginning of the trading day. The fund's open price was 17.68. Large Cap has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Large Cap Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund invests mainly in a limited number of large capitalization value stocks of companies listed or traded on a national securities exchange or on a national securities association, including foreign securities traded on a national securities exchange or on a national securities association.. More on Large Cap Fund
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Large Mutual Fund Highlights
| Fund Concentration | FMI Funds, Large Blend Funds, Large Blend, FMI Funds, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Large Cap Fund [FMIHX] is traded in USA and was established 1st of December 2024. Large Cap is listed under FMI Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of FMI Funds family. This fund currently has accumulated 1.77 B in assets under management (AUM) with minimum initial investment of 1 K. Large Cap Fund is currently producing year-to-date (YTD) return of 16.73% with the current yeild of 0.01%, while the total return for the last 3 years was 7.8%.
Check Large Cap Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Large Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Large Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Large Cap Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Large Cap Fund Mutual Fund Constituents
| ABC | AmerisourceBergen | Stock | Health Care | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods | |
| PGR | Progressive Corp | Stock | Financials | |
| SWK | Stanley Black Decker | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Large Cap Fund Risk Profiles
| Mean Deviation | 0.5742 | |||
| Semi Deviation | 0.5364 | |||
| Standard Deviation | 0.7251 | |||
| Variance | 0.5258 |
Large Cap Against Markets
Other Information on Investing in Large Mutual Fund
Large Cap financial ratios help investors to determine whether Large Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Large with respect to the benefits of owning Large Cap security.
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