Large Cap Fund Quote
| FMIQX Fund | USD 17.30 0.24 1.41% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Large Cap is trading at 17.30 as of the 22nd of November 2024; that is 1.41 percent up since the beginning of the trading day. The fund's open price was 17.06. Large Cap has about a 20 % 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 Cap Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 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
Moving together with Large Mutual Fund
| 0.63 | FMIYX | International Fund | PairCorr |
| 0.9 | FMIUX | Common Stock | PairCorr |
| 0.9 | FMIMX | Common Stock | PairCorr |
| 0.62 | FMIJX | International Fund | PairCorr |
| 1.0 | FMIHX | Large Cap Fund | PairCorr |
Moving against Large Mutual Fund
Large Mutual Fund Highlights
| Fund Concentration | FMI Funds, Large Blend Funds, Large Blend, FMI Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Large Cap Fund [FMIQX] is traded in USA and was established 22nd of November 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 no minimum investment requirementsLarge Cap Fund is currently producing year-to-date (YTD) return of 14.3% with the current yeild of 0.01%, while the total return for the last 3 years was 6.83%.
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
| PEP | PepsiCo | Stock | Consumer Staples | |
| TEL | TE Connectivity | Stock | Information Technology | |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods | |
| SWK | Stanley Black Decker | Stock | Industrials | |
| MAS | Masco | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SONY | Sony Group Corp | Stock | Consumer Discretionary | |
| SCHW | Charles Schwab Corp | Stock | Financials |
Large Cap Fund Risk Profiles
| Mean Deviation | 0.5576 | |||
| Semi Deviation | 0.5302 | |||
| Standard Deviation | 0.7034 | |||
| Variance | 0.4948 |
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.
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Portfolio Center All portfolio management and optimization tools to improve performance of your portfolios | |
| Equity Analysis Research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities |