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Yahoo
4 days ago
- Business
- Yahoo
Grab These 3 Large-Cap Blend Mutual Funds for Fantastic Returns
Large-cap blend mutual funds seek to offer value appreciation through capital gains with relatively less volatility by investing in both value and growth stocks. Blend funds, also known as 'hybrid funds,' owe their origin to a graphical representation of a fund's equity-style box. In addition to diversification, blend funds are great for investors seeking a mix of growth and value. Meanwhile, significant exposure to large-cap stocks makes these blend funds safer for risk-averse investors than small-cap and mid-cap funds. Companies with a market capitalization above $10 billion are generally considered large-cap firms. Also, these funds are believed to provide a long-term performance history and assure more stability than mid or small-caps. Below, we share with you three top-ranked large-cap blend mutual funds, namely Fidelity Growth & Income FGRIX, JPMorgan U.S. Research Enhanced Equity Fund JDEAX and American Funds Investment Company of America AIVSX. Each has earned a Zacks Mutual Fund Rank #1 (Strong Buy) and is expected to outperform its peers in the future. Investors can click here to see the complete list of funds. Fidelity Growth & Income seeks dividend income along with capital appreciation by investing the majority of its net assets in domestic and foreign issues. FGRIX advisors invest in bonds, including low-quality debt securities, otherwise known as junk bonds, as well as stocks, which show prospects for future income and capital appreciation. The fund has returned 13% over the past three years. As of January 2025, FGRIXheld 169 issues, with 7% of its assets invested in Microsoft. JPMorgan U.S. Research Enhanced Equity Fund seeks total return from a diversified portfolio of equity securities with a risk profile similar to the S&P 500 Index. JDEAX invests the majority of its assets in common stocks of both U.S. companies, which are primarily part of the S&P 500 Index. The fund has returned 11.9% over the past three years. JDEAX has an expense ratio of 0.60% compared with the category average of 0.88%. American Funds Investment Company of America seeks long-term growth of capital and income, placing great emphasis on future dividends. AIVSX invests in common stocks and holds securities convertible into common stocks, as well as bonds, U.S. government securities, nonconvertible preferred stocks and cash and equivalents. The fund has returned 14.7% over the past three years. James B. Lovelace has been one of the fund managers of AIVSX since 1992. To view the Zacks Rank and the past performance of all large-cap blend mutual funds, investors can click here to see the complete list of large-cap blend mutual funds. Zacks' free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >> View All Zacks #1 Ranked Mutual Funds Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (JDEAX): Fund Analysis Report Get Your Free (FGRIX): Fund Analysis Report Get Your Free (AIVSX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
19-05-2025
- Business
- Yahoo
Is American Funds Investor Company of America A (AIVSX) a Strong Mutual Fund Pick Right Now?
On the lookout for a Large Cap Blend fund? Starting with American Funds Investor Company of America A (AIVSX) is one possibility. AIVSX possesses a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. AIVSX is part of the Large Cap Blend section, an area that boasts an array of many possible options. Large Cap Blend mutual funds most often invest in firms with a market capitalization of $10 billion or more. By investing in bigger companies, these funds offer more stability, and are often well-suited for investors with a " buy and hold " mindset. Blended funds mix large, established companies into their holdings, which gives investors exposure to both value and growth at the same time. American Funds is based in Los Angeles, CA, and is the manager of AIVSX. American Funds Investor Company of America A debuted in December of 1933. Since then, AIVSX has accumulated assets of about $93.12 billion, according to the most recently available information. A team of investment professionals is the fund's current manager. Of course, investors look for strong performance in funds. This fund in particular has delivered a 5-year annualized total return of 15.76%, and is in the top third among its category peers. Investors who prefer analyzing shorter time frames should look at its 3-year annualized total return of 14.74%, which places it in the top third during this time-frame. It is important to note that the product's returns may not reflect all its expenses. Any fees not reflected would lower the returns. Total returns do not reflect the fund's [%] sale charge. If sales charges were included, total returns would have been lower. When looking at a fund's performance, it is also important to note the standard deviation of the returns. The lower the standard deviation, the less volatility the fund experiences. Compared to the category average of 14.29%, the standard deviation of AIVSX over the past three years is 15.1%. Over the past 5 years, the standard deviation of the fund is 14.96% compared to the category average of 15.28%. This makes the fund less volatile than its peers over the past half-decade. With a 5-year beta of 0.9, the fund is likely to be less volatile than the market average. Another factor to consider is alpha, as it reflects a portfolio's performance on a risk-adjusted basis relative to a benchmark-in this case, the S&P 500. AIVSX's 5-year performance has produced a positive alpha of 1.19, which means managers in this portfolio are skilled in picking securities that generate better-than-benchmark returns. Costs are increasingly important for mutual fund investing, and particularly as competition heats up in this market. And all things being equal, a lower cost product will outperform its otherwise identical counterpart, so taking a closer look at these metrics is key for investors. In terms of fees, AIVSX is a load fund. It has an expense ratio of 0.56% compared to the category average of 0.94%. So, AIVSX is actually cheaper than its peers from a cost perspective. Investors should also note that the minimum initial investment for the product is $250 and that each subsequent investment needs to be at $50 Fees charged by investment advisors have not been taken into considiration. Returns would be less if those were included. Overall, American Funds Investor Company of America A ( AIVSX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, this fund looks like a good potential choice for investors right now. Your research on the Large Cap Blend segment doesn't have to stop here. You can check out all the great mutual fund tools we have to offer by going to to see the additional features we offer as well for additional information. For analysis of the rest of your portfolio, make sure to visit for our full suite of tools which will help you investigate all of your stocks and funds in one place. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Get Your Free (AIVSX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
