Sentences with phrase «mid-cap value equities»

Not exact matches

The top 25 mutual funds according to Kiplinget.com as of September 30, 2009 are: FUND NAME SYMBOL Baron Small Cap BSCFX CGM Focus CGMFX Dodge & Cox Stock DODGX Fairholme Fund FAIRX FBR Focus FBRVX Fidelity Contrafund FCNTX Fidelity Low - Priced Stock FLPSX FPA Crescent FPACX Longleaf Partners LLPFX Pimco CommodityRealRet Strat D PCRDX Selected American Shares S SLASX T. Rowe Price Equity Income PRFDX T. Rowe Price Mid-Cap Growth RPMGX T. Rowe Price Small - Cap Value PRSVX Vanguard Primecap Core VPCCX Vanguard Selected Value VASVX Artio International Equity II A JETAX Dodge & Cox Intl Stock DODFX Marisco Global MGLBX T. Rowe Price Emg Mkts Stock PRMSX Dodge & Cox Income DODIX Fidelity Intermediate Municipal Income FLTMX Harbor Bond Institutional HABDX Loomis Sayles Bond LSBRX Vanguard Infl - Protected Secs VIPSX These mutual funds cover a wide variety of assets.

Take an in - depth look at the Vanguard Mid-Cap Value ETF, one of the largest and most popular mid-cap funds in the U.S. equityMid-Cap Value ETF, one of the largest and most popular mid-cap funds in the U.S. equitymid-cap funds in the U.S. equity space.

Listed in order of assets under management and including Lipper categorization, the Funds are: Parnassus Equity Income Fund (Equity Income), Parnassus Fund (Multi-Cap Core), Parnassus Small - Cap (Small - Cap Value), Parnassus Workplace Fund (Multi-Cap Core), Parnassus Mid-Cap Fund (Multi-Cap Core).

In addition to stocks of large companies, the Opportunistic Value Equity Strategy invests in stocks of small - and mid-cap companies that are generally less liquid than large companies.

Mututal Fund Amount IDFC Sterling Equity Fund Growth Direct Plan 2000 DSPBRMF Micro Cap Fund — Dir — G 4000 HDFC Top 200 Fund — Direct Plan — Growth Option 2000 HDFC Mid-Cap Opportunities Fund — Direct Plan — Growth Option 2000 HDFC Equity Fund — Direct Plan — Growth Option 2000 ICICI Prudential Value Discovery Fund — Direct Plan — Growth 4000 ICICI Prudential Focused Bluechip Equity Fund — Direct Plan — Growth 3000

So, you may consider investing in Small & Mid-cap oriented equity funds like — UTI mid-cap, Franklin India Smaller Companies Fund, HDFC Mid-cap or ICICI Prudential Value DiscoverMid-cap oriented equity funds like — UTI mid-cap, Franklin India Smaller Companies Fund, HDFC Mid-cap or ICICI Prudential Value Discovermid-cap, Franklin India Smaller Companies Fund, HDFC Mid-cap or ICICI Prudential Value DiscoverMid-cap or ICICI Prudential Value Discovery Fund.

Equities includes single country, regional and global funds, small and mid-cap funds, growth, value and quantitative strategies, and defensive strategies to reduce market risk.

You may keep the below funds; HDFC Mid-cap UTI Equity / ICICI Focused UTI Opportunities ICICI Value.

Equity fund sample includes the Morningstar historical categories: Diversified Emerging Markets, Europe Stock, Foreign Large Blend, Foreign Large Growth, Foreign Large Value, Foreign Small / Mid Blend, Foreign Small / Mid Growth, Foreign Small / Mid Value, Japan Stock, Large Blend, Large Growth, Large Value, Mid - Cap Blend, Mid-Cap Value, Miscellaneous Region, Pacific ex-Japan Stock, Small Blend, Small Growth, Small Value, and World Stock.

Long term Large Cap MF for 10 yrs Birla sl frontline equity (G)-- 3000 Long term Mid Cap MF for 10 yrs Franklin Smaller Companies fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS &mdashequity (G)-- 3000 Long term Mid Cap MF for 10 yrs Franklin Smaller Companies fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS &mdashEquity - ELSS — 1000

1 Axis Long Term Equity Direct - G 2 Birla SL Frontline Equity - G 3 Birla SL MNC - G 4 Birla SL Top 100 - G 5 Canara Robeco Equity Diversified Reg - D 6 DSPBR Micro Cap Reg - G 7 DSPBR Top 100 Equity Reg - D 8 Franklin India Bluechip - D 9 Franklin India Bluechip - G 10 Franklin India Feeder Franklin US Opp - G 11 Franklin India Prima - G 12 Franklin India Smaller Companies - G 13 HDFC Childrens Gift Inv 14 HDFC Mid-Cap Opportunities - G 15 ICICI Pru Banking and Financial Services - G 16 ICICI Pru Dynamic - G 17 ICICI Pru Exports and Other Services - G 18 ICICI Pru FMCG - G 19 ICICI Pru Focused Bluechip Equity - G 20 ICICI Pru Technology - G 21 ICICI Pru Top 100 - G 22 ICICI Pru Value Discovery - G 23 IDFC Premier Equity Reg - G 24 Invesco India Mid N Small Cap - G 25 Reliance Equity Opportunities - G 26 Reliance Gold Savings - D 27 Reliance Pharma - G 28 Reliance Tax Saver - G 29 SBI Emerging Businesses - G 30 SBI FMCG - G 31 SBI Magnum Global - G 32 SBI Magnum Midcap - G 33 SBI Pharma - G 34 Sundaram S.M.I.L.E. Reg - G 35 Tata Dividend Yield Reg - G 36 Tata Equity PE Dividend Trigger B Reg - D 37 Tata Ethical Reg - G 38 UTI Mid Cap - G 39 UTI MNC - G 40 UTI Opportunities - G

However, i need to accumulate and grow my savings so as to repay loan within 8 yrs Based on the pointers you provided, i had shortlisted - Large — SBI Bluechip, Franklin India Bluechi, Birla Sunlife Equity Flexi - Cap — Franklin India Prima Plus, L&T India Value, ICICI Prudential Value Discovery Mid-Cap — Mirae Asset Emerging, Franklin Prima, HDFC MidCap

If you insist me to short list few funds, you may consider balanced fund like HDFC balanced fund, Large cap like Birla Frontline equity, Diversified funds like Franklin Prima plus / ICICI Value discovery, Mid-cap like HDFC Mid cap opp fund etc.,

I need your help in short listing the best 5,6 MFs out of my shortlisted finds which are as follows Franklin India Taxshield Axis Long Term Equity Fund ICICI Prudential Long Term Equity Fund — Tax Saving — Regular Plan TATA Balanced Fund HDFC Balanced Fund UTI Mid-cap Fund Franklin Prima plus ICICI Prudential Dynamic Fund Franklin India Smaller Companies Fund ICICI Prudential Value Discovery Fund DSP BR Microcap Fund Birla Sunlife Frontline Equity Fund

- Invested 2,33,000 in SIP for last 1 year in, 1000rs per month 1 - Birla SL Frontline Equity Fund (G) 2 - HDFC Mid-Cap Opportunities Fund (G) 3 - ICICI Pru Multicap Fund - Reg (G) 4 - ICICI Pru Value Discovery Fund - Reg (G)

Equity fund sample includes the Morningstar historical categories: Diversified Emerging Markets, Europe Stock, Foreign Large Blend, Foreign Large Growth, Foreign Large Value, Foreign Small / Mid Blend, Foreign Small / Mid Growth, Foreign Small / Mid Value, Japan Stock, Large Blend, Large Growth, Large Value, Mid-Cap Blend, Mid-Cap Growth, Mid-Cap Value, Miscellaneous Region, Pacific / Asia ex-Japan Stock, Small Blend, Small Growth, Small Value, and World Stock.

At present, our equity holdings include funds like iShares USA Minimum Volatility (USMV), Vanguard Mid-Cap Value (VOE) and Vanguard High Dividend Yield (VYM).

Global, international, and US multi-cap, large - cap, mid-cap, and small - cap stock investment funds with low costs with growth and value equity investment funds

In the pages of the Wall Street Journal, Financial Times and other financial presses, we see endless comparisons of the best equity funds, value funds, growth funds, large - cap funds, mid-cap funds, small - cap funds, international equity funds, sector funds, international regional funds and so forth.