Fundamental Large Mutual Fund Money Managers
| JLCFX Fund | USD 67.36 0.36 0.53% |
Break down of Fundamental Large's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Fundamental Large's future under-performance.
| Emory Sanders Executive Fund Manager |
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Fundamental |
Fundamental Large Net Asset Comparison
Fundamental Large Cap is currently considered the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 46.4 Billion. Fundamental Large retains roughly 5.43 Billion in net asset claiming about 12% of funds under Large Blend category.
Fundamental Large Cap Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Fundamental Large Cap Price Series Summation is a cross summation of Fundamental Large price series and its benchmark/peer.
Fundamental Large Stakeholder
| Emory Sanders | Fund Manager | Profile |
About Fundamental Large Management Performance
The success or failure of an entity such as Fundamental Large Cap often depends on how effective the management is. Fundamental Large management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Fundamental management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Fundamental management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
The fund normally invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It may invest up to 35 percent of its assets in foreign securities and may trade securities actively. The fund may invest up to 20 percent of its assets in bonds of any maturity, including up to 15 percent of net assets in below investment grade bonds rated as low as CC by SP Global Ratings or Ca by Moodys Investors Service, Inc. and their unrated equivalents.
Please note that past performance is not an indicator of the future performance of Fundamental Large, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Fundamental Large Cap. 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 census. Note that the Fundamental Large Cap information on this page should be used as a complementary analysis to other Fundamental Large's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Sync Your Broker module to sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors..