|Expense Ratio (net)||0.70%|
|Last Cap Gain||0.00|
|Morningstar Risk Rating||Above Average|
|Beta (3Y Monthly)||1.09|
|5y Average Return||N/A|
|Average for Category||N/A|
|Inception Date||Jun 30, 1993|
Larry Puglia explains how he has outperformed benchmarks while running the T. Rowe Price Blue Chip Growth Fund for more than 25 years.
This article was originally published in the January 2019 issue of Morningstar FundInvestor. The S&P 500 lost about 4.5% for the year, but some small- and mid-cap indexes lost twice as much, and foreign markets lost even more.
At 67 and 64, respectively, Bill and Kathleen are starting to see many of their peers retire. In an effort to retire debt-free and to preserve their retirement assets for as long as possible, they plan to continue working for another five to seven years. Kathleen is the office manager for a pediatric medicine practice.
Below we share with you three top-ranked large-cap growth mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy).
T. Rowe Price is a renowned publicly owned investment management firm, headquartered in Baltimore, MD. The company was founded in 1937 by Thomas Rowe Price, Jr. It managed assets worth $1.01 trillion as of Mar 31, 2018 and prides itself in having more than 6,800 associates, including 571 investment professionals.Source: Shutterstock
Discover the top four largest mutual fund holders of Morgan Stanley shares, and learn if their investment strategy can help your portfolio grow.
Volatility has returned to the stock market, and that's when a seasoned fund manager can really earn his or her keep. Whether it's rising interest rates, trade-war fears or geopolitical instability, a professional investor who's seen both good times and bad is usually a wiser steward of capital. That's why Kiplinger prefers mutual funds with solid long-term records - and managers with tenures to match. Also, we prefer funds with below-average volatility for their category, and we keep a close eye on a fund's size because a gargantuan asset base makes managing a fund difficult. And, of course, low operating costs are crucial for our funds - all actively managed - to overcome the biggest advantage of index funds: microscopic expense ratios. When it comes to investing through volatile markets, these 12 stock funds culled from the list of our favorite low-fee mutual funds all make the grade. SEE ALSO: The 25 Best Low-Fee Mutual Funds You Can Buy
After the attack, Russia warned the United States of retaliatory actions. In this context, mutual funds that are capable of offering favorable returns and bear a lower level of risk might be prudent investment options. In order to identify low-risk mutual funds, we have used Sharpe ratio, which is used to measure a fund’s risk-adjusted returns.
Below we share with you three top-ranked large-cap growth mutual funds. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy)