At the start of the quarter, the Carillon ClariVest Capital Appreciation Fund, as compared to the Russell 1000 Growth Index, was most overweight to communication services and consumer staples and most ...
New mutual fund adds to the T. Rowe Price Capital Appreciation suite and is led by award-winning portfolio manager David Giroux and Farris Shuggi The net expense ratio for Capital Appreciation and ...
Class A shares of the Alger Capital Appreciation Fund underperformed the Russell 1000 Growth Index during the first quarter of 2026. During the first quarter of 2026, the largest portfolio sector ...
With 2023 more than halfway done, the time has come to revisit advisors’ portfolios. Markets entered 2023 with a narrative defined by doom and gloom, but much of that trouble has failed to materialize ...
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There are plenty of choices in the Large Cap Growth category, but where should you start your research? Well, one fund that might be worth investigating is Harbor Capital Appreciation Institutional ...
The investment seeks long-term capital appreciation. The fund invests primarily in common stocks of established U.S. companies that have above-average potential for capital growth. Common stocks ...
The FMI Common Stock Fund is a value-focused, small-cap/mid-cap product (also known as SMID) with an impressive track record during the past 15 years. On average, it has outperformed its Russell 2000 ...
The fund normally invests at least 65% of its net assets in common stocks. Its portfolio managers select stocks from an investment universe populated by multiple fundamental equity investment teams at ...