Do you know that a large cap fund held it for years and recently they would suddenly sell it?
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Well-regarded Fidelity manager Karen Firestone's Advisor Large Cap Fund (3.5% load, 1.4% expense) and Fidelity Destiny I (no-load, 0.46%) are a lot alike.
However, with only 595 constituents and 85% of the U.S. market being represented, I believe it is better classified as a large cap fund.
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TIAA-CREF on the other-hand was placing VNDA in their global equities fund, in their large cap value fund and in their life large cap value fund.
FORBES: TIAA-CREF Suddenly Drops Micro-Cap Stocks from Large Cap Funds
The company recently sold out of its position in the iShares FTSE Xinhua China 25 (FXI) exchange traded fund, a large cap fund made up primarily of financial services and basic materials.
The prior year, the Large-Cap Value Fund ( AAGPX) was the best performing large-cap value fund in that category.
If a micro-cap stock is in your large cap pension fund, is that an appropriate investment for that fund?
FORBES: TIAA-CREF Suddenly Drops Micro-Cap Stocks from Large Cap Funds
For example, with a fee of 1.16%, the MFS Large Cap Growth Fund offered in the plan is no bargain.
About 12% of the Sit Large Cap Growth Fund's portfolio is in stocks outside the megacap stocks everyone else owns.
Meanwhile, Wells Fargo Advantage Growth (SGROX), a large cap growth fund has gained 12% this year after advancing 26% last year.
First Trust Large Cap Growth AlphaDEX Fund (FTC) is my worst-rated large-cap growth ETF and earns my neutral rating.
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The fund's name and Miller's stated goal strongly indicate that LMVTX is a value fund, although Morningstar classifies it as a large-cap growth fund.
The fund is closed to new investors, but Vanguard expects to soon open a new large-cap blend fund run by Primecap.
Fortunately, going off-road is what the RidgeWorth Large Cap Growth Stock fund does best.
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For instance, for investors looking for stability, the traditional choice might be a large-cap value fund.
First Trust Large Cap Core AlphaDEX Fund shares are currently trading off about 2.1% on the day.
That may be higher than the turnover of 5% or so for a large-cap index fund, but the results are that the portfolio earned 2.5% per annum over the market over the almost 19 years Hulbert measured.
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Under Treasurer Steelman's leadership, the fund's board voted last September to adopt an anti-terrorism "screen" for its portfolio and subsequently issued a Request for Proposals for a "large cap" international fund that would provide such a screen.
Coming off of a 48% return in 2003, and a 25% return last year, Muhlenkamp is up 4.2% in 2005, but the large-cap blend fund has come back with a vengeance in the past eight weeks, advancing 11.2% since April 28.
JPMorgan Trust I: JPMorgan Intrepid Growth Fund (JGIRX) is my top-rated large-cap growth mutual fund and earns my attractive rating.
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Quaker Investment Trust: Quaker Strategic Growth Fund (QUAGX) is my worst-rated large-cap growth mutual fund and earns my very dangerous rating.
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Nasdaq cratered and his large-cap flagship Longleaf Partners Fund ( LLPFX) was up 21% in 2000.
Keep in mind that the expenses of a large-cap, domestic stock fund will be lower than those of an international bond fund, so compare funds only among their category peers.
Keep in mind that these funds have higher tax-cost ratios than the typical large-cap or small-cap stock mutual fund.
The idea of the fund is unique within the large cap space.
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Schwab announced to that its US Large-Cap ETF, along with its largest fund, the US Broad Market ETF, will charge only .04%.
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Large-cap HighMark most closely resembles Marker's fund in style.
The large-cap growth style ranks fourth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
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The large-cap value style ranks second out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
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