Equity Growth Mutual Fund Money Managers
| AMEIX Fund | USD 28.83 0.07 0.24% |
Break down of Equity Growth's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Equity Growth's future under-performance.
| Steven Rossi Executive Fund Manager |
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Equity Growth Net Asset Comparison
Equity Growth Fund is third largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 1.3 Trillion. Equity Growth adds roughly 1.75 Billion in net asset claiming only tiny portion of funds under Large Blend category.
Equity Growth Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Equity Growth Price Series Summation is a cross summation of Equity Growth price series and its benchmark/peer.
Equity Growth Stakeholder
| Steven Rossi | Fund Manager | Profile |
About Equity Growth Management Performance
The success or failure of an entity such as Equity Growth often depends on how effective the management is. Equity Growth management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Equity management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Equity management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund invests at least 80 percent of its net assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. companies from most attractive to least attractive based on an objective set of measures. The portfolio managers then review the output of the quantitative model and also consider other factors to build a portfolio that they believe will provide a balance between risk and return.
Please note that past performance is not an indicator of the future performance of Equity Growth, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Equity Growth Annual Yield
In accordance with the recently published financial statements, Equity Growth Fund has an Annual Yield of 0.0083%. This is 98.95% lower than that of the American Century Investments family and significantly higher than that of the Large Blend category. The annual yield for all United States funds is 97.14% higher than that of the company.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Equity Growth Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.