Large Cap is trading at 12.33 as of the 4th of December 2024; that is 0.32 percent decrease since the beginning of the trading day. The fund's open price was 12.37. Large Cap has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Large Cap Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of November 2024 and ending today, the 4th of December 2024. Click here to learn more.
The fund invests in equity securities of U.S.-based companies whose growth, cash flow, earnings and dividend prospects are promising and whose securities are reasonably priced and have the potential for capital appreciation in the opinion of the Adviser. More on Large Cap Equity
Large Cap Equity [IICAX] is traded in USA and was established 4th of December 2024. Large Cap is listed under AMF category by Fama And French industry classification. The fund is listed under Large Blend category and is part of AMF family. This fund currently has accumulated 47.49 M in assets under management (AUM) with minimum initial investment of 2.5 K. Large Cap Equity is currently producing year-to-date (YTD) return of 22.19% with the current yeild of 0.0%, while the total return for the last 3 years was 10.0%.
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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 Equity 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.
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.