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Aggressive growth mutual funds are ideal for investors seeking high capital growth.
Unsurprisingly, growth stocks tend to have above-average growth rates of revenue and earnings, while value stocks tend to have lower growth rates, but trade at lower multiples of earnings and assets.
Investors willing to take risks could find aggressive growth funds lucrative, as equities hit new highs and Fed strongly indicates a rate cut. 5 Best-Performing Aggressive Growth Mutual Funds of ...
The linear correlation between monthly index return series and the actual monthly actual return series was measured at 90.2%, with shared variance of 81.4%. Ibbotson concluded 1) that asset allocation explained 40% of the variation of returns across funds, and 2) that it explained virtually 100% of the level of fund returns.
The largest growth of the fund occurred under Lynch's management with a growth in assets invested in the fund from $18 million to $14 billion during his tenure. [4] However, the best annual return was 116.08% in 1965, and the best three year record was 68.32% annualized between 1965 and 1967, as the fund was operating with limited assets and ...
It has been suggested that the earnings growth depends on the nominal GDP, since the earnings form a part of the GDP. [5] [6] It has been argued that the earnings growth must grow slower than GDP by approximately 2%. [7] See Sustainable growth rate#From a financial perspective.
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Yahoo! Finance uses 5-year expected growth rate and a P/E based on the EPS estimate for the current fiscal year for calculating PEG (PEG for IBM is 1.26 on Aug 9, 2008 [3]). The NASDAQ web-site uses the forecast growth rate (based on the consensus of professional analysts) and forecast earnings over the next 12 months.
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