<Large Cap Growth>
Investment Objective & Strategy
- Goal: Long-term capital growth.
- Method: Primarily in large-cap growth stocks.
Key Portfolio Metrics (as of 09-30-23)
- Asset Allocation: U.S. Stocks (98.4%)
- Market Capitalization Breakdown:
- Top Holdings: Microsoft, Apple, Amazon, NVIDIA, Meta Platforms.
- Sector Focus: Technology-heavy (43.47%)
Risk Profile
- Volatility: High (3yr SD: 20.40)
- Beta (vs. S&P 500): 1.14
- Suitable for investors with a higher risk tolerance.
Costs and Management
- Expense Ratio: Net 0.92%
- Total Fund Assets ($mil): 3,719.9
- Active Management: Annual T/O Ratio at 47.00%
Suitability
- seeking growth and can tolerate market fluctuations.
- Long-term horizon is advisable due to the nature of the fund's investments and volatility.
Performance Overview
Key Observations from the Chart:
- generally, outperforms the benchmark
- noticeable volatility in the fund's performance, aligning with its high-risk profile.
'투자 계획 및 분석 (영어)' 카테고리의 다른 글
| Analyzing of the VOYA 401K Fund -Asset Allocation (0) | 2023.12.16 |
|---|---|
| Analyzing of the VOYA 401K Fund -Large Cap Value Blend (0) | 2023.12.16 |
| 2-1. Analyzing Report (2) | 2023.12.06 |
| 2. Medium-Term Investment (1-3 Years) (2) | 2023.12.06 |
| 1-1 Analyzing Report (1) | 2023.12.06 |