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Looking for broad exposure to the Large Cap Growth segment of the US equity market? You should consider the Fidelity Nasdaq Composite Index ETF (ONEQ), a passively managed exchange traded fund ...
Equal Weighted Index Shares (QQQE) was launched on 03/21/2012, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Growth category of the market.What ...
These funds owe their origin to a graphical representation of a fund's equity-style box. Fidelity Advisor Mortgage ... to companies in the Russell Midcap Index or the S&P MidCap 400).
Our research team assigns Neutral ratings to strategies they’re not confident will outperform a relevant index ... kept the fund in the large-value corner of the Morningstar Style Box.
Disciplined options overlay strategy: The fund writes (sells short) out-of-the-money (above the current price) call options on the Nasdaq-100 index. By writing options, the fund generates premium ...
Although the metrics from the mutual fund’s June 2024 portfolio land squarely in the large-value portion of the Morningstar Style Box, very close ... the international-equity strategy committee.