The Multi Cap Equity Fund returned -1.48% in Q4 2025, trailing the Bloomberg U.S. 3000 Index’s 2.39% gain. Read the full analysis for more details.
Munder Growth Opportunities is detoxing after a technology-sector binge. As of ((UNHANDLED TYPE: NoneType for 'None')), the fund has assets totaling almost $525.05 million invested in 76 different ...
Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund’s ...
A disciplined multi-cap framework becomes particularly relevant in this context. As part of a diversified portfolio approach, it structurally allocates across different market capitalisations, ...
An investor, depending on their risk profile, must diversify their equity portfolio across large-, mid-, and small-cap companies. In 2025, the Nifty 50 delivered a decent 10% return, the Nifty Midcap ...
Launched on 05/08/2007, the First Trust Multi Cap Growth AlphaDEX ETF (FAD) is a smart beta exchange traded fund offering broad exposure to the Style Box - All Cap Growth category of the market. For a ...
All data is as of 3/31/2025 unless otherwise indicated. The opinions expressed are those of Weitz Investment Management and are not meant as investment advice or to predict or project the future ...
Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...