The same names top the list in FHOFX as you'd find in an S&P 500 list. These include Apple Inc. ( AAPL ), Nvidia Corp. ( NVDA ...
The Fund seeks to provide growth of capital. The Fund invests primarily in common stocks in companies that appear to offer superior opportunities for growth of capital. The Fund seeks to invest in ...
1789 Growth ... return comprised of current income, growth of income, and capital appreciation. The fund seeks to achieve its objective by investing primarily in a combination of common stocks ...
If you have been looking for Large Cap Growth funds, a place to start could be MFS Growth Fund A (MFEGX). MFEGX possesses a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting ...
For example, Vanguard's webpage for VOO highlights essential details, including the fund's average earnings growth rate, price-to-earnings ratio (P/E), price-to-book ratio (P/B) and return on equity ...
Bahl& Gaynor Income Growth Fund earns an Average Process Pillar rating. The leading factor in the rating is the firm's retention rate of the ... Its preference for stocks with lower yields may ...
Friedberg is a former investment portfolio manager, university finance instructor and author of three books including "Personal Finance; An Encyclopedia of Modern Money Management." Her work has ...
The Fund seeks current income and capital growth secondarily. At least 60% of the funds assets will be invested in common stocks and other equity-type securities. The composition of the funds ...
Risk-adjusted returns offer a more comprehensive view by considering the consistency of returns relative to the risk taken.
You'll earn an interest rate premium ... portfolio of growth stocks, index funds, and bonds or other fixed-income investments. The target investment return for a mutual fund depends on the fund's ...
A growth fund is a mutual fund or exchange-traded fund (ETF) that's made up entirely of growth stocks. These are stocks that are gaining at faster-than-average rates and are expected to continue ...
Growing your wealth with individual stocks requires extensive research and comes with considerable risk. A mutual fund ... growth, higher-risk stocks early on, but then gradually move to lower ...