Multi-cap funds, mandated to invest at least 25% each in large, mid, and small-cap stocks, have outperformed flexi-cap funds ...

This month’s charts reveal high stock valuations, larger equity allocations in retirement plans and reasons for small stock underperformance.

Large-cap stocks are well-established, global companies with a market cap exceeding $10 billion. They tend to be less volatile but offer lower growth potential compared to small-cap or mid-cap stocks.

Large-cap stocks are generally considered to be safer investments than their mid- and small-cap stock counterparts because they are larger, more established companies with a proven track record.

To elaborate, the large-cap to mid-cap ratio is currently trading at a 34% premium to its long-term average of 0.65x, while the large-cap to small-cap ratio is trading at an even larger premium of ...

Motley Fool Press Release.Large-cap vs. small-cap One chart goes a long way toward explaining why small-cap stocks could be poised to outperform going forward. Note the gap between the levels of ...

For smaller companies, this has a big impact given that their capacity to borrow is much smaller than their large-cap counterparts. Though small caps are indeed riskier investments, their growth ...

And they also have pricing power.” Historically speaking, small- and mid-cap indexes tend to have an easier time climbing out of a downturn. “They have often taken the brunt of the worries going into ...

Mid-cap names, meanwhile, are faring better, with only 17.5% being unprofitable. And large-cap names are doing better still, with less than 8% of the S&P 500 companies failing to produce a profit.

Large & mid cap mutual funds invest most of their corpus in the large and mid cap stocks. As per the Sebi mandate, these schemes are open-ended equity schemes that invest a minimum of 35% of total ...

But the best part was that I was a portfolio manager at a new mutual fund company when I first noticed and bought it. One year in the early 2000s, I went across the country selling my fund, and ...