The S&P Composite 1500® serves as a benchmark for the U.S. equity market, aggregating the performance of large caps, mid caps ...

However, many target-date funds actually held more equities on average than balanced funds through those 15 years. The ...

Large cap mutual funds have most of their investments in large cap stocks, while an index fund tracks an index and has a ...

We recently compiled a list of the 10 Fastest Growing Mutual Funds in 2025. In this article, we are going to take a look at ...

The Thrift Savings Plan started the year strong, posting all positive returns in January. This comes after a downturn in December, when only two funds posted positive returns . In January, the small ...

The small- and mid-size businesses of the Thrift Savings Plan’s S Fund saw the best performance, gaining 4.99% in value in January. And the I Fund, which is made up of international investments ...

The UTI Large cap Fund Regular Plan Growth has an AUM of 12616.62 crores & has delivered CAGR of 15.15% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.74%.

A large-cap ETF is an exchange-traded fund that invests in the market’s largest companies, the companies where the total value of all the company’s stock is more than $20 billion. Large-caps ...

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not ...

This came after Trump announced a private sector investment of up to $500 billion to fund ... considered large caps. However, due to their significant international exposure, large-cap companies ...

Professional stock pickers in the mutual-fund industry had a tough time in 2024 beating indexes that passively track U.S. large-cap equities, according to BofA Global Research. Just 36% of ...

If Verma is a conservative investor, large-cap funds are advisable. Mid- and small-cap funds should be considered if she is prepared to take higher risks for the potential of higher returns.