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sector performance

Large-Cap Core Funds
Rank Fund Name Currency Return
146 Vulcan Value Partners Fund USD 20.1%
147 Capital Advisors Growth Fund USD 20.1%
148 AQR TM Large Cap Multi-Style Fund;R6 USD 20.0%
149 BBH Core Select Fund;N USD 19.9%
149 Patriot Fund;I USD 19.9%
Rank Fund Name Currency Loss
167 Fidelity Large Cap Stock Fund USD -16.3%
168 Victory Diversified Stock Fund;A USD -16.3%
169 AQR TM Large Cap Multi-Style Fund;R6 USD -16.4%
170 Vulcan Value Partners Fund USD -16.6%
171 Fidelity Magellan Fund USD -16.7%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -10.1% -0.6% 1.5% 6.3% -16.1%
2017 24.8% 6.1% 3.7% 5.8% 7.3%
2016 6.9% -1.3% -0.9% 4.0% 5.2%
2015 0.2% -6.3% 5.2%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date11/02/2015
  • Share Class size178Mn
  • Base currencyUSD
  • ISINUS00191K7321

Purchase Info

  • Min. initial investment50Mn
  • Min. regular additional investment0

Charges

  • Annual management0.00%