Large Cap Growth Profund Fund Quote
| LGPIX Fund | USD 144.92 2.33 1.58% |
Performance2 of 100
| Odds Of DistressLess than 23
|
Large Cap is trading at 144.92 as of the 25th of April 2024; that is -1.58 percent decrease since the beginning of the trading day. The fund's open price was 147.25. Large Cap has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Large Cap Growth Profund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of March 2024 and ending today, the 25th of April 2024. Click here to learn more.
The fund invests in financial instruments that the fund Advisors believes, in combination, should track the performance of the index. The index is designed to provide a comprehensive measure of large-cap U.S. equity growth performance. It is an unmanaged market capitalization weighted index comprised of stocks from the SP 500 that have been identified as being on the growth end of the growth-value spectrum as determined by SP Dow Jones Indices LLC. More on Large Cap Growth Profund
Moving against Large Mutual Fund
| 0.9 | BRPSX | Bear Profund Bear | PairCorr |
| 0.89 | BRPIX | Bear Profund Bear | PairCorr |
| 0.87 | UIPIX | Ultrashort Mid Cap | PairCorr |
| 0.87 | UIPSX | Ultrashort Mid Cap | PairCorr |
Large Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Large Cap's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Large Cap or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Thematic Idea | Large Value Funds (View all Themes) |
| Fund Concentration | ProFunds Funds, Large Growth Funds, Large Value Funds, Large Growth, ProFunds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 30th of November 2022 |
| Fiscal Year End | July |
Large Cap Growth Profund [LGPIX] is traded in USA and was established 25th of April 2024. Large Cap is listed under ProFunds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of ProFunds family. The entity is thematically classified as Large Value Funds. This fund now has accumulated 14.54 M in assets with minimum initial investment of 15 K. Large Cap Growth is currently producing year-to-date (YTD) return of 6.23%, while the total return for the last 3 years was 4.29%.
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 Growth Profund 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 Growth Profund Mutual Fund Constituents
| CMCSA | Comcast Corp | Stock | Communication Services |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
| V | Visa Class A | Stock | Financials |
| TSLA | Tesla Inc | Stock | Consumer Discretionary |
| PYPL | PayPal Holdings | Stock | Financials |
| PG | Procter Gamble | Stock | Consumer Staples |
| NVDA | NVIDIA | Stock | Information Technology |
Large Cap Target Price Odds Analysis
Based on a normal probability distribution, the odds of Large Cap jumping above the current price in 90 days from now is about 81.1%. The Large Cap Growth Profund probability density function shows the probability of Large Cap mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Large Cap Growth Profund has a beta of -0.0902. This indicates as returns on the benchmark increase, returns on holding Large Cap are expected to decrease at a much lower rate. During a bear market, however, Large Cap Growth Profund is likely to outperform the market. Additionally, large Cap Growth Profund has an alpha of 0.0712, implying that it can generate a 0.0712 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Large Cap to move above the current price in 90 days from now is about 81.1 (This Large Cap Growth Profund probability density function shows the probability of Large Mutual Fund to fall within a particular range of prices over 90 days) .
Large Cap Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Large Cap market risk premium is the additional return an investor will receive from holding Large Cap long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Large Cap. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Large Cap's alpha and beta are two of the key measurements used to evaluate Large Cap's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7697 | |||
| Semi Deviation | 0.8622 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 |
Large Cap Against Markets
Picking the right benchmark for Large Cap mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Large Cap mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Large Cap is critical whether you are bullish or bearish towards Large Cap Growth Profund at a given time. Please also check how Large Cap's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Large Cap without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Performance AnalysisCheck effects of mean-variance optimization against your current asset allocation |
| All Next | Launch Module |
How to buy Large Mutual Fund?
Before investing in Large Cap, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Large Cap. To buy Large Cap fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Large Cap. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Large Cap fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Large Cap Growth Profund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Large Cap Growth Profund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Large Cap Growth Profund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Large Cap Growth Profund?
The danger of trading Large Cap Growth Profund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Large Cap is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Large Cap. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Large Cap Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Large Cap Growth Profund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio File Import module to quickly import all of your third-party portfolios from your local drive in csv format.