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Large-cap funds can be classified under growth, value and blend funds. Each of them has their own fund objective, and caters to different investors.
Small-caps generally outperform large-cap funds. This is true as small-cap funds offer larger growth potential and large-cap funds are generally long-term investments.
Also, blend funds are hugely diversified because they hold a large number of assets to cover both growth and value options.
That eclectic mix makes large value a logical landing spot. Some funds have moved toward the growth side of the style box.
Until the fund tracker developed its nine-part “style box” about 10 years ago, stock funds were generally thought of as small growth, small value, large growth or large value, according to ...
Blend funds are a type of equity mutual fund which holds in its portfolio a mix of value and growth stocks. Blend funds are also known as hybrid funds.
Here's a look at the performance for large-cap, growth, small-cap, and value stocks since President Joe Biden took office until right before the recent election results. ^SPX data by YCharts.
Large-Value Stock Fund Performance For most of the last five years, large-value funds have posted weaker returns than large-blend and large-growth funds.
While blend funds, also known as “hybrid funds,” aim for value appreciation by capital gains, small-cap funds are expected to have higher growth prospects than their large and medium counterparts.
For example, an all-stock mutual fund, such as an S&P 500 index fund may be considered a "large blend" fund because it holds a mix of large cap growth and value stocks.
Then again, large-cap funds can be classified under growth, value and blend funds. Each of them has their own fund objective, and caters to different investors.
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