Large Cap Equity Fund Quote
| TLGUX Fund | USD 26.77 0.00 0.00% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Large Cap is trading at 26.77 as of the 18th of January 2025; that is No Change since the beginning of the trading day. The fund's open price was 26.77. Large Cap has about a 22 % 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. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in the equity securities of large capitalization companies or in other investments with similar economic characteristics. The advisor defines large cap companies as companies whose market capitalizations typically fall within the range of the Russell 1000 Index. More on Large Cap Equity
Moving against Large Mutual Fund
Large Mutual Fund Highlights
| Fund Concentration | Morgan Stanley Funds, Large Blend Funds, Large Blend, Morgan Stanley (View all Sectors) |
| Update Date | 31st of December 2024 |
Large Cap Equity [TLGUX] is traded in USA and was established 18th of January 2025. Large Cap is listed under Morgan Stanley category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Morgan Stanley family. This fund at this time has accumulated 1.74 B in assets with minimum initial investment of 1 K. Large Cap Equity is currently producing year-to-date (YTD) return of 26.77% with the current yeild of 0.01%, while the total return for the last 3 years was 8.71%.
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 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.
Top Large Cap Equity Mutual Fund Constituents
| KO | The Coca Cola | Stock | Consumer Staples | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| PFE | Pfizer Inc | Stock | Health Care | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care |
Large Cap Equity Risk Profiles
| Mean Deviation | 0.3426 | |||
| Semi Deviation | 0.6638 | |||
| Standard Deviation | 0.6952 | |||
| Variance | 0.4833 |
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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