though it hasn’t relied on such companies to generate a performance edge. This portfolio finds a balance between differentiation and keeping a lid on active risk. The US mutual fund held 52 ...

Index funds Also known as passive funds, index funds match the performance ... in stocks, equity funds are also known as stock funds. They're the most popular form of mutual fund, and can focus ...

These investment funds are collections of stock holdings designed to leverage the power of diversification and mirror the returns of popular equity market ... ETF and mutual fund markets, however ...

The domestic mutual fund ... Motilal Oswal’s Fund Folio Report. The total equity AUM rose by 40 per cent year-on-year (YoY) to ₹33.4 trillion, driven by robust market performance and increased ...

On Jan. 31, 2025, Walter Scully became the third named portfolio manager on Putnam Core Equity, joining Jerry Sullivan and Arthur Yeager. Scully joined Putnam in 1996 and has previously been a ...

The Nuveen Core Equity Alpha Fund's mandate suggests it provides outperformance and low-volatility returns. Its key risk-return attribution ... Past performance is no guarantee of future results.

Past performance ... mutual fund business. Although the firm has participated in wrap programs, it is a separate and distinct business, and is excluded from firm‐wide assets. The International ...

The multi-cap category within the equity mutual fund classifications represents ... For instance, the performance as measured by the one-year rolling returns calculated from the last six years ...

The domestic mutual fund ... Motilal Oswal’s Fund Folio Report. The total equity AUM rose by 40 per cent year-on-year (YoY) to ₹33.4 trillion, driven by robust market performance and increased ...