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3 Best-Rated Large-Cap Growth Mutual Funds For High Returns

When capital appreciation over the long term takes precedence over dividend payouts, growth funds become a natural choice for investors. These funds focus on realizing an appreciable amount of capital growth by investing in stocks of firms whose value is projected to rise over the long term. However, a relatively higher tolerance to risk and the willingness to park funds for the longer term are necessary when investing in these securities. This is because they may experience relatively more fluctuations than other fund classes. Meanwhile, large-cap funds usually provide a safer option for risk-averse investors, when compared to small-cap and mid-cap funds. These funds have exposure to large-cap stocks, providing long-term performance history and assuring more stability than what mid cap or small caps offer. Below we will share with you 3 top rated large-cap growth mutual funds . Each has earned a Zacks #1 Rank (Strong Buy) as we expect these mutual funds to outperform their peers in the future. To view the Zacks Rank and past performance of all large-cap growth funds, investors can click here to see the complete list of funds . Schwab Large-Cap Growth (MUTF: SWLSX ) seeks capital appreciation over the long run. The fund invests a lion’s share of its assets in companies having market capitalizations similar to those included in the Russell 1000 Index. It utilizes Schwab Equity Ratings to select its investment. The fund may also invest all of its assets in other derivatives including cash, money market instruments and repurchase agreements in order to take a safe stance during unfavorable market conditions. The large-cap growth mutual fund has a three-year annualized return of 17.1%. The fund has an expense ratio of 0.99% as compared to category average of 1.20%. Thrivent Large Cap Growth A (MUTF: AAAGX ) invests a large portion of its assets in large-cap companies with market capitalization identical to those listed in the S&P 500/ Citigroup Growth Index, the Russell 1000 Growth Index or large-cap companies classified by Lipper, Inc. It focuses on acquiring common stocks of companies and seeks long-term capital growth. The large-cap growth mutual fund has a three-year annualized return of 17.9%. David C. Francis is the fund manager and has managed this fund since 2011. Dreyfus Large Cap Growth A (MUTF: DAPAX ) seeks capital growth over the long term. The fund invests a majority of its assets in large-cap companies having market capitalization more than $5 billion. It invests in companies having impressive earnings growth potential. It may invest a maximum of 20% of its assets in options. The large-cap growth mutual fund has a three-year annualized return of 19.2%. As of December 2014, this fund held 76 issues with 6.68% of its assets invested in Apple Inc (NASDAQ: AAPL ). Are you Bullish or Bearish on ? Bullish Bearish Neutral Results for ( ) Thanks for sharing your thoughts. Submit & View Results Skip to results » Share this article with a colleague

Will Recent Strong Gains In The Greek ETF Last?

Although the Eurozone markets have perked up on the recent QE launch, Greece continues to trouble investors. The country is still deep in debt and its unemployment rate is a nagging concern. The malaise intensified in December 2014 when the Greek prime minister Antonis Samaras called snap elections in the wake of the political strife in Greece and lost it (read: Polls Indicate Syriza Win: More Pain for Greek ETF? ). Anti-austerity party Syriza came to power and kept on negotiating with the ECB to reach a debt-deal while reinforcing the cancellation of steep austerity measures. At the time of election, the leader of Syriza had vowed to cancel the austerities and quite expectedly, the intent to end austerities is flaring up a disagreement with the EU/IMF, lenders risking Greece’s stay in the Eurozone bloc. Last week, in an interview to Germany’s Stern magazine , Prime Minister Alexis Tsipras promised that Greece will be “a completely different country,” in the next six months. This positive vibe charged up the waning Greece ETF, at least for the time being, and pushed up Global X FTSE Greece 20 ETF (NYSEARCA: GREK ) by over 20% in the last five trading sessions (as of February 13, 2015), though the fund has added just 3% in the last one month. Shares of the country’s biggest bank National Bank of Greece S.A. (NYSE: NBG ) spiked on hopes that the country will retain its spot in the Euro bloc and get assistance from the ECB. The shares of NBG skyrocketed more than 45% in the last five trading sessions (as of February 13, 2015). Will the Uptrend Last? While the market was anticipating a positive outcome, the chances of a clean ending to this situation seem less likely. On February 16, dialogues between the foreign creditors and Athens failed as the latter proposed a six-month extension request of its international bailout package. If the parties fail to reach a unanimous decision by February 28, the date which connotes the expiry of the four-year bailout program offered to Greece, the country and its banks would crash into a cash crunch. The European Central Bank will decide on February 18 whether an emergency lending to the Greek banks, which definitely carry high interest rates, should be continued or not. Notably, the country is due for a hefty loan repayment in March, per Reuters. The Greece banks are already seeing signs of a capital flight at an expected rate of 2 billion euros ($2.27 billion) a week. Overall, Greece is in for trouble yet again and investors have nibbling doubts on this risky market. The Athens Stock Exchange General Index slipped more than 3.8% at the close on February 16 as drumbeats of losses were heard after the country failed to strike a debt deal (read: Greek ETF Faces Volatility on ECB Move ). Financials make up about 30% of GREK and is an important driver to the returns of the fund and the country’s current economic issues. The fund currently has a Zacks ETF Rank #3 (Hold). Bottom Line Investors should remember that despite the recent takeoff, GREK has been on a sale with a P/E (ttm) of 11 times versus the biggest European ETF Vanguard FTSE Europe ETF’s (NYSEARCA: VGK ) P/E of 15 times and the Euro zone powerhouse Germany’s iShares MSCI Germany’s (NYSEARCA: EWG ) 14 times of P/E (ttm) figure. So, a bit of a way up was probably long in arrears for GREK. This is more so given Greece’s Q3 2014 growth rate (0.7%) outstripped all other Eurozone countries (read: What is Behind the Greek ETF Surge? ). However, if the country fails to negotiate with its Eurozone associates, the rosy economy which Greece has just started to enjoy might wither away before being in full bloom. Moreover, a discord will find other Eurozone countries from Malta to Greece’s biggest creditor – Germany – in dire straits. So, all eyes should be now on the progression of the debt deal before one can surely predict the fate of the euro, Greece and the broader European market.

Alpha Generation For Active Managers

We are currently seeing a lot of attractive opportunities in the high-yield market. They don’t really seem to reflect the true opportunity we are seeing in the market. This is where active management is especially important. By: Heather Rupp, CFA, Director of Research for Peritus Asset Management, the sub-advisory firm of the AdvisorShares Peritus High Yield ETF (NYSEARCA: HYLD ) As we discussed in our recent blog (see ” The Opportunity in Volatility “), we are currently seeing a lot of attractive opportunities in the high-yield market discounts and yields that we haven’t seen in some time. And while we have seen the yields in the high-yield indexes and the products that track them increase over the last six months, they don’t really seem to reflect the true opportunity we are seeing in the market. For instance, the yield-to-worst on the Barclays High Yield index is 6.46% 1 , and many of the large index-based products are reporting yields around 6%. While this is certainly better than the index yields of sub-5% that we saw in mid-2014, this level at face value isn’t something we’d be really excited about. So then why are we excited about today’s high-yield market and see this as an attractive entry point? Digging into what is held in the index, we see 33% of the issuers in index trade at a yield-to-worst of 5% or under 2 . The large majority of this low-yielding contingency consists of quasi-investment grade bonds, rated Ba1 to Ba3. Not only does this group provide a low starting yield, but would expose investors to more interest rate sensitivity if and when we do eventually see rates rise (given the lower starting yields). On the flip side, 30% of the issuers in that index are trading at a yield-to-worst of 7.5% and above 2 , which in today’s low-yielding environment, with the 5-year Treasury around 1.2%, seems pretty decent. This group is certainly not dominated by the lowest rated of names, and within this group, we are seeing an eclectic mix of businesses and industries. Yes, there are segments of this group that we are not interested in. For instance, we have been outspoken on our concerns for many of the domestic shale producers in the energy space, given that we saw these as unsustainable business models when oil was near $100, and those issues will certainly be acerbated with oil at $50 as cash to mitigate the rapid well decline rates and to service heavy debt loads quickly runs out. But there are also what we see as great mix of business and industries that we would be interested in committing money to, especially at these levels. This is where active management is especially important. We view active management as about managing risk and finding value. Yes, it is about managing credit risk (determining the underlying credit fundamentals and prospects of each investment you make – basically doing the fundamental analysis to justify an investment in a given security) and managing call risk (paying attention to the price you are paying for a security relative to the next call price to address the issue of negative convexity), as we have written about at length before. Yet, one risk factor that is often overlooked is that of purchase price. By this, we mean buying at an attractive price. While it isn’t very intuitive, because it often seems that the risk is less when markets are on a roll and moving up, but really the lower the price you pay for a security, the lower the risk (you have less to lose because you put less in up front). Jumping in on the popular trade certainly doesn’t reduce your risk profile. Rather, you want to purchase a security for a price less than you think it is worth. As we look at much of the secondary high-yield market, especially many of the B and CCC names that have been out of favor over the past several months, we are seeing a more attractive buy-in for selective, active managers, which we believe lowers our risk. And there remains a segment of “high yield” that isn’t at prices or yields that we would consider attractive, and we will avoid investments in those securities. Alpha generation involves buying what we see as undervalued securities with the goal of generating excess yield and/or potential capital gains. Today, we are seeing this opportunity for potential alpha generation for active managers. 1 Barclays Capital US High Yield Index yield to worst as of 1/30/15. Formerly the Lehman Brothers US High Yield Index, this is an unmanaged index considered representative of the universe of US fixed rate, non-investment grade debt. 2 Based on our analysis of the Barclays Capital High Yield index constituents as of 1/30/15. Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More…) Business relationship disclosure: AdvisorShares is an SEC registered RIA, which advises to actively managed exchange traded funds (Active ETFs). This article was written by Heather Rupp, CFA, Director of Research of Peritus, the portfolio manager of the AdvisorShares Peritus High Yield ETF (HYLD). We did not receive compensation for this article, and we have no business relationship with any company whose stock is mentioned in this article. This information should not be taken as a solicitation to buy or sell any securities, including AdvisorShares Active ETFs, this information is provided for educational purposes only. Additional disclosure: To the extent that this content includes references to securities, those references do not constitute an offer or solicitation to buy, sell or hold such security. AdvisorShares is a sponsor of actively managed exchange-traded funds (ETFs) and holds positions in all of its ETFs. This document should not be considered investment advice and the information contain within should not be relied upon in assessing whether or not to invest in any products mentioned. Investment in securities carries a high degree of risk which may result in investors losing all of their invested capital. Please keep in mind that a company’s past financial performance, including the performance of its share price, does not guarantee future results. To learn more about the risks with actively managed ETFs visit our website AdvisorShares.com .