Large Cap Fund Equity Positions Weight
| FMIQX Fund | USD 15.12 0.11 0.72% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess Large Cap's long-term financial health and intrinsic value.
Large |
Large Cap Fund Mutual Fund Equity Positions Weight Analysis
Large Cap's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Large Cap Equity Positions Weight | 99.15 % |
Most of Large Cap's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Large Cap Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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According to the company disclosure, Large Cap Fund has an Equity Positions Weight of 99%. This is much higher than that of the FMI Funds family and significantly higher than that of the Large Blend category. The equity positions weight for all United States funds is notably lower than that of the firm.
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Fund Asset Allocation for Large Cap
The fund invests 99.15% of asset under management in tradable equity instruments, with the rest of investments concentrated in cash (0.85%) .Asset allocation divides Large Cap's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Large Fundamentals
| Total Asset | 782.74 M | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 8.56 % | ||||
| One Year Return | 8.31 % | ||||
| Three Year Return | 13.51 % | ||||
| Five Year Return | 11.57 % | ||||
| Ten Year Return | 10.50 % | ||||
| Net Asset | 1.77 B | ||||
| Last Dividend Paid | 0.33 | ||||
| Cash Position Weight | 0.85 % | ||||
| Equity Positions Weight | 99.15 % |
About Large Cap Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Large Cap Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Large Cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Large Cap Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Large Mutual Fund
Large Cap financial ratios help investors to determine whether Large 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 Large with respect to the benefits of owning Large Cap security.
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