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2 hours ago
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Is Fidelity Growth Company (FDGRX) a Strong Mutual Fund Pick Right Now?
Having trouble finding a Large Cap Growth fund? Fidelity Growth Company (FDGRX) is a potential starting point. FDGRX bears a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Objective FDGRX is part of the Large Cap Growth section, and this segment boasts an array of other possible options. Large Cap Growth mutual funds purchase stakes in numerous large U.S. companies that are expected to develop and grow at a faster rate than other large-cap stocks. Companies are usually considered to be large-cap if their market capitalization is over $10 billion. History of Fund/Manager Fidelity is based in Boston, MA, and is the manager of FDGRX. Fidelity Growth Company made its debut in January of 1983, and since then, FDGRX has accumulated about $64.44 billion in assets, per the most up-to-date date available. The fund is currently managed by Steven S. Wymer who has been in charge of the fund since January of 1997. Performance Investors naturally seek funds with strong performance. This fund has delivered a 5-year annualized total return of 17.51%, and it sits 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 25.04%, 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. Over the past three years, FDGRX's standard deviation comes in at 19.75%, compared to the category average of 16.89%. The fund's standard deviation over the past 5 years is 21.84% compared to the category average of 16.75%. This makes the fund more volatile than its peers over the past half-decade. Risk Factors Investors should note that the fund has a 5-year beta of 1.23, which means it is hypothetically more volatile than the market at large. Because alpha represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which is the S&P 500 in this case, one should pay attention to this metric as well. The fund has produced a negative alpha over the past 5 years of -0.45, which shows that managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Holdings Examining the equity holdings of a mutual fund is also a valuable exercise. This can show us how the manager is applying their stated methodology, as well as if there are any inherent biases in their approach. For this particular fund, the focus is mostly on equities that are traded in the United States. This fund is currently holding about 92.66% in stocks, and these companies have an average market capitalization of $611.46 billion. The fund has the heaviest exposure to the following market sectors: Technology Retail Trade With turnover at about 18%, this fund makes fewer trades than comparable funds. Expenses For investors, taking a closer look at cost-related metrics is key, since costs are increasingly important for mutual fund investing. Competition is heating up in this space, and a lower cost product will likely outperform its otherwise identical counterpart, all things being equal. In terms of fees, FDGRX is a no load fund. It has an expense ratio of 0.65% compared to the category average of 0.94%. So, FDGRX is actually cheaper than its peers from a cost perspective. Investors should also note that the minimum initial investment for the product is $0 and that each subsequent investment has no minimum amount. Fees charged by investment advisors have not been taken into consideration. Returns would be less if those were included. Bottom Line Overall, Fidelity Growth Company ( FDGRX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, worse downside risk, and lower fees, this fund looks like a good potential choice for investors right now. This could just be the start of your research on FDGRX in the Large Cap Growth category. Consider going to for additional information about this fund, and all the others that we rank as well for additional information. Want to learn even more? We have a full suite of tools on stocks that you can use to find the best choices for your portfolio too, no matter what kind of investor you are. 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 (FDGRX): 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
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4 days ago
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Is T. Rowe Price New Horizons (PRNHX) a Strong Mutual Fund Pick Right Now?
Small Cap Growth fund seekers should consider taking a look at T. Rowe Price New Horizons (PRNHX). PRNHX has a Zacks Mutual Fund Rank of 2 (Buy), which is based on various forecasting factors like size, cost, and past performance. Objective PRNHX is one of many different Small Cap Growth funds to choose from. Small Cap Growth mutual funds build portfolios around stocks with market caps under $2 billion and large growth opportunities. Additionally, these portfolios typically highlight smaller companies in promising markets and industries. History of Fund/Manager T. Rowe Price is based in Baltimore, MD, and is the manager of PRNHX. The T. Rowe Price New Horizons made its debut in June of 1960 and PRNHX has managed to accumulate roughly $7.76 billion in assets, as of the most recently available information. The fund is currently managed by Joshua Spencer who has been in charge of the fund since March of 2019. Performance Of course, investors look for strong performance in funds. PRNHX has a 5-year annualized total return of 1.49%, and it sits in the bottom third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3-year annualized total return of 6.5%, which places it in the bottom 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. Over the past three years, PRNHX's standard deviation comes in at 20.35%, compared to the category average of 16.38%. Looking at the past 5 years, the fund's standard deviation is 21.08% compared to the category average of 15.96%. This makes the fund more volatile than its peers over the past half-decade. Risk Factors Investors should note that the fund has a 5-year beta of 1.02, which means it is hypothetically as volatile as the market at large. Alpha is an additional metric to take into consideration, since it represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which in this case, is the S&P 500. PRNHX's 5-year performance has produced a negative alpha of -12.58, which means managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Holdings Investigating the equity holdings of a mutual fund is also a valuable exercise. This can show us how the manager is applying their stated methodology, as well as if there are any inherent biases in their approach. For this particular fund, the focus is mostly on equities that are traded in the United States. Currently, this mutual fund is holding 92.01% in stocks, with an average market capitalization of $16.07 billion. The fund has the heaviest exposure to the following market sectors: Technology Health Industrial Cyclical Services With turnover at about 31.9%, this fund is making fewer trades than its comparable peers. Expenses As competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, PRNHX is a no load fund. It has an expense ratio of 0.79% compared to the category average of 0.98%. From a cost perspective, PRNHX is actually cheaper than its peers. While the minimum initial investment for the product is $2,500, investors should also note that each subsequent investment needs to be at least $100. Fees charged by investment advisors have not been taken into consideration. Returns would be less if those were included. Bottom Line Overall, even with its comparatively weak performance, worse downside risk, and lower fees, T. Rowe Price New Horizons ( PRNHX ) has a high Zacks Mutual Fund rank, and therefore looks a great potential choice for investors right now. For additional information on this product, or to compare it to other mutual funds in the Small Cap Growth, make sure to go to for additional information. Zacks provides a full suite of tools to help you analyze your portfolio - both funds and stocks - in the most efficient way possible. 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 (PRNHX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
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4 days ago
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Is T. Rowe Price QM US Small Cap Growth Equity (PRDSX) a Strong Mutual Fund Pick Right Now?
On the lookout for a Small Cap Growth fund? Starting with T. Rowe Price QM US Small Cap Growth Equity (PRDSX) is one possibility. PRDSX has a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Objective The world of Small Cap Growth funds is an area filled with options, such as PRDSX. These funds tend to create their portfolios around stocks that sport large growth opportunities and market capitalization of less than $2 billion. The companies in these portfolios are usually on the smaller side, and are in up-and-coming industries and markets. History of Fund/Manager PRDSX finds itself in the T. Rowe Price family, based out of Baltimore, MD. T. Rowe Price QM US Small Cap Growth Equity debuted in January of 1998. Since then, PRDSX has accumulated assets of about $3.97 billion, according to the most recently available information. The fund is currently managed by Prashant Jeyaganesh who has been in charge of the fund since May of 2024. Performance Investors naturally seek funds with strong performance. This fund carries a 5-year annualized total return of 9.23%, and is in the middle third among its category peers. Investors who prefer analyzing shorter time frames should look at its 3-year annualized total return of 13.22%, 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. The standard deviation of PRDSX over the past three years is 19.51% compared to the category average of 16.55%. Over the past 5 years, the standard deviation of the fund is 18.97% compared to the category average of 16.14%. This makes the fund more volatile than its peers over the past half-decade. Risk Factors Investors should not forget about beta, an important way to measure a mutual fund's risk compared to the market as a whole. PRDSX has a 5-year beta of 1.03, which means it is likely to be as volatile as the market average. Because alpha represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which is the S&P 500 in this case, one should pay attention to this metric as well. The fund has produced a negative alpha over the past 5 years of -6.36, which shows that managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Holdings Exploring the equity holdings of a mutual fund is also a valuable exercise. This can show us how the manager is applying their stated methodology, as well as if there are any inherent biases in their approach. For this particular fund, the focus is primarily on equities that are traded in the United States. Currently, this mutual fund is holding 88.79% in stocks, with an average market capitalization of $7.41 billion. The fund has the heaviest exposure to the following market sectors: Industrial Cyclical Technology Health With turnover at about 40.7%, this fund is making fewer trades than comparable funds. Expenses 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, PRDSX is a no load fund. It has an expense ratio of 0.79% compared to the category average of 1.02%. Looking at the fund from a cost perspective, PRDSX is actually cheaper than its peers. This fund requires a minimum initial investment of $2,500, and each subsequent investment should be at least $100. Fees charged by investment advisors have not been taken into consideration. Returns would be less if those were included. Bottom Line Overall, T. Rowe Price QM US Small Cap Growth Equity ( PRDSX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively similar performance, average downside risk, and lower fees, this fund looks like a good potential choice for investors right now. Don't stop here for your research on Small Cap Growth funds. We also have plenty more on our site in order to help you find the best possible fund for your portfolio. Make sure to check out for more information about the world of funds, and feel free to compare PRDSX to its peers as well for additional information. If you want to check out our stock reports as well, make sure to go to to see all of the great tools we have to offer, including our time-tested Zacks Rank. 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 (PRDSX): Fund Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
Yahoo
07-08-2025
- Business
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Is Eventide Gilead Fund N (ETGLX) a Strong Mutual Fund Pick Right Now?
Mid Cap Growth fund seekers should not consider taking a look at Eventide Gilead Fund N (ETGLX) at this time. ETGLX possesses a Zacks Mutual Fund Rank of 5 (Strong Sell), which is based on various forecasting factors like size, cost, and past performance. Objective Zacks categorizes ETGLX as Mid Cap Growth, a segment packed with options. Mid Cap Growth mutual funds aim to target companies with a market capitalization between $2 billion and $10 billion that are also expected to exhibit more extensive growth opportunities for investors than their peers. A firm is typically considered to be a growth stock if it consistently posts impressive sales and/or earnings growth. History of Fund/Manager ETGLX finds itself in the Eventide family, based out of Willow Grove, PA. Eventide Gilead Fund N made its debut in July of 2008, and since then, ETGLX has accumulated about $289.16 million in assets, per the most up-to-date date available. Finny Kuruvilla is the fund's current manager and has held that role since July of 2008. Performance Investors naturally seek funds with strong performance. ETGLX has a 5-year annualized total return of 5.64%, and is in the bottom third among its category peers. But if you are looking for a shorter time frame, it is also worth looking at its 3-year annualized total return of 9.34%, which places it in the bottom 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. Over the past three years, ETGLX's standard deviation comes in at 20.92%, compared to the category average of 15.75%. Looking at the past 5 years, the fund's standard deviation is 21.1% compared to the category average of 15.31%. This makes the fund more volatile than its peers over the past half-decade. Risk Factors Investors should note that the fund has a 5-year beta of 1.07, which means it is hypothetically more volatile than the market at large. Because alpha represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which is the S&P 500 in this case, one should pay attention to this metric as well. Over the past 5 years, the fund has a negative alpha of -9.57. This means that managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Expenses As competition heats up in the mutual fund market, costs become increasingly important. Compared to its otherwise identical counterpart, a low-cost product will be an outperformer, all other things being equal. Thus, taking a closer look at cost-related metrics is vital for investors. In terms of fees, ETGLX is a no load fund. It has an expense ratio of 1.40% compared to the category average of 0.97%. From a cost perspective, ETGLX is actually more expensive than its peers. This fund requires a minimum initial investment of $1,000, and each subsequent investment should be at least $50. Fees charged by investment advisors have not been taken into consideration. Returns would be less if those were included. Bottom Line Overall, Eventide Gilead Fund N ( ETGLX ) has a low Zacks Mutual Fund rank, and in conjunction with its comparatively weak performance, worse downside risk, and higher fees, Eventide Gilead Fund N ( ETGLX ) looks like a somewhat weak choice for investors right now. Your research on the Mid Cap Growth 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. If you are more of a stock investor, make sure to also check out our Zacks Rank, and our full suite of tools we have available for novice and professional investors alike. 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 (ETGLX): 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
Yahoo
06-08-2025
- Business
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Is Janus Henderson Enterprise I (JMGRX) a Strong Mutual Fund Pick Right Now?
If you've been stuck searching for Mid Cap Growth funds, consider Janus Henderson Enterprise I (JMGRX) as a possibility. JMGRX possesses a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. Objective We note that JMGRX is a Mid Cap Growth fund, and this area is also loaded with many different options. Companies are usually considered growth stocks when they consistently report notable sales and/or earnings growth. Thus, Mid Cap Growth funds pick stocks--usually companies with a market cap between $2 billion and $10 billion--that demonstrate extensive growth opportunities for investors compared to their peers. History of Fund/Manager Janus Fund is based in Boston, MA, and is the manager of JMGRX. Janus Henderson Enterprise I debuted in November of 2005. Since then, JMGRX has accumulated assets of about $9.67 billion, according to the most recently available information. Brian Demain is the fund's current manager and has held that role since November of 2007. Performance Obviously, what investors are looking for in these funds is strong performance relative to their peers. This fund carries a 5-year annualized total return of 12.21%, and is in the top third among its category peers. If you're interested in shorter time frames, do not dismiss looking at the fund's 3-year annualized total return of 13.83%, which places it in the middle 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. The standard deviation of JMGRX over the past three years is 17.76% compared to the category average of 14.8%. Over the past 5 years, the standard deviation of the fund is 17.43% compared to the category average of 14.34%. This makes the fund more volatile than its peers over the past half-decade. Risk Factors The fund has a 5-year beta of 0.98, so investors should note that it is hypothetically as volatile as the market at large. Because alpha represents a portfolio's performance on a risk-adjusted basis relative to a benchmark, which is the S&P 500 in this case, one should pay attention to this metric as well. Over the past 5 years, the fund has a negative alpha of -3.34. This means that managers in this portfolio find it difficult to pick securities that generate better-than-benchmark returns. Expenses 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, JMGRX is a no load fund. It has an expense ratio of 0.76% compared to the category average of 0.96%. JMGRX is actually cheaper than its peers when you consider factors like cost. While the minimum initial investment for the product is $1.00 million, investors should also note that there is no minimum for each subsequent investment. Fees charged by investment advisors have not been taken into consideration. Returns would be less if those were included. Bottom Line Overall, Janus Henderson Enterprise I ( JMGRX ) has a high Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, average downside risk, and lower fees, Janus Henderson Enterprise I ( JMGRX ) looks like a good potential choice for investors right now. Your research on the Mid Cap Growth 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. If you want to check out our stock reports as well, make sure to go to to see all of the great tools we have to offer, including our time-tested Zacks Rank. 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 (JMGRX): 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
