Large Cap Fund Quote
| FMIQX Fund | USD 14.95 0.05 0.33% |
PerformanceVery Weak
| Odds Of DistressLow
|
Large Cap is trading at 14.95 as of the 27th of February 2025; that is 0.33 percent down since the beginning of the trading day. The fund's open price was 15.0. Large Cap has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 7th of August 2023 and ending today, the 27th of February 2025. Click here to learn more.
The fund invests mainly in a limited number of large capitalization value stocks of companies listed or traded on a national securities exchange or on a national securities association, including foreign securities traded on a national securities exchange or on a national securities association.. More on Large Cap Fund
Moving together with Large Mutual Fund
Large Mutual Fund Highlights
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | FMI Funds, Large Blend Funds, Large Value Funds, Large Blend, FMI Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of January 2023 |
| Fiscal Year End | September |
Large Cap Fund [FMIQX] is traded in USA and was established 27th of February 2025. Large Cap is listed under FMI Funds category by Fama And French industry classification. The fund is listed under Large Blend category and is part of FMI Funds family. The entity is thematically classified as Large Value Funds. This fund currently has accumulated 1.77 B in assets under management (AUM) with no minimum investment requirementsLarge Cap Fund is currently producing year-to-date (YTD) return of 2.56% with the current yeild of 0.01%, while the total return for the last 3 years was 7.4%.
Check Large Cap Probability Of Bankruptcy
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 Large 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 Large 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 Large Cap Fund 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.
Top Large Cap Fund Mutual Fund Constituents
| PEP | PepsiCo | Stock | Consumer Staples | |
| TEL | TE Connectivity | Stock | Information Technology | |
| NSRGY | Nestle SA ADR | Pink Sheet | Packaged Foods | |
| SWK | Stanley Black Decker | Stock | Industrials | |
| MAS | Masco | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| SONY | Sony Group Corp | Stock | Consumer Discretionary | |
| SCHW | Charles Schwab Corp | Stock | Financials |
Large Cap Fund Risk Profiles
| Mean Deviation | 0.7408 | |||
| Standard Deviation | 1.46 | |||
| Variance | 2.12 | |||
| Risk Adjusted Performance | (0.08) |
Large Cap Against Markets
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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