Large Pany Value Fund Quote
| ALVIX Fund | USD 11.24 0.01 0.09% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Large Company is trading at 11.24 as of the 21st of November 2024; that is 0.09 percent down since the beginning of the trading day. The fund's open price was 11.25. Large Company has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Large Pany Value are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. Click here to learn more.
Under normal market conditions, the portfolio managers will invest at least 80 percent of the funds assets in securities of large capitalization companies. For purposes of this 80 percent test, the advisors define large capitalization companies as those with capitalizations within the range of the Russell 1000 Index. More on Large Pany Value
Moving together with Large Mutual Fund
Moving against Large Mutual Fund
Large Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Value Funds, Large Value, American Century Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Large Pany Value [ALVIX] is traded in USA and was established 21st of November 2024. Large Company is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of American Century Investments family. This fund presently has accumulated 3.18 B in assets under management (AUM) with no minimum investment requirementsLarge Pany Value is currently producing year-to-date (YTD) return of 15.21% with the current yeild of 0.02%, while the total return for the last 3 years was 8.2%.
Check Large Company 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 Pany Value 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 Pany Value Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| CVX | Chevron Corp | Stock | Energy | |
| ORCL | Oracle | Stock | Information Technology | |
| JCI | Johnson Controls International | Stock | Industrials | |
| USB | US Bancorp | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| ZBH | Zimmer Biomet Holdings | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services |
Large Company Top Holders
| AORSX | One Choice Portfolio | Mutual Fund | Allocation--30% to 50% Equity | |
| AORMX | One Choice Portfolio | Mutual Fund | Allocation--50% to 70% Equity | |
| AONIX | One Choice Portfolio | Mutual Fund | Allocation--15% to 30% Equity | |
| AOVIX | One Choice Portfolio | Mutual Fund | Allocation--85%+ Equity | |
| AOMIX | One Choice Portfolio | Mutual Fund | Allocation--50% to 70% Equity | |
| AORVX | One Choice Portfolio | Mutual Fund | Allocation--85%+ Equity | |
| AOGIX | One Choice Portfolio | Mutual Fund | Allocation--70% to 85% Equity | |
| AORHX | One Choice Portfolio | Mutual Fund | Allocation--15% to 30% Equity |
Large Pany Value Risk Profiles
| Mean Deviation | 0.4317 | |||
| Semi Deviation | 0.4524 | |||
| Standard Deviation | 0.549 | |||
| Variance | 0.3014 |
Large Company Against Markets
Other Information on Investing in Large Mutual Fund
Large Company 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 Company security.
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