Broad Cap is trading at 16.47 as of the 29th of November 2025; that is 0.61 percent increase since the beginning of the trading day. The fund's open price was 16.37. Broad Cap has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 31st of August 2025 and ending today, the 29th of November 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing primarily in equity securities of U.S. large- and mid-cap companies. Companies are determined to be large- or mid-cap based on the inclusion of their equity securities in the Russell 1000 Value Index, whose constituents are companies that exhibit certain value qualities, as defined by the index provider, such as lower price-to-book ratios and lower expected growth values.. More on Broad Cap Value
Broad Cap Value [VBCVX] is traded in USA and was established 29th of November 2025. Broad Cap is listed under VALIC category by Fama And French industry classification. The fund is listed under Large Value category and is part of VALIC family. This fund at this time has accumulated 60.57 M in net assets with no minimum investment requirementsBroad Cap Value is currently producing year-to-date (YTD) return of 10.63% with the current yeild of 0.02%, while the total return for the last 3 years was 13.63%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Broad Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Broad Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Broad Cap Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Other Information on Investing in Broad Mutual Fund
Broad Cap financial ratios help investors to determine whether Broad Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Broad with respect to the benefits of owning Broad Cap security.