Growth companies that meet or exceed profit targets are often handsomely rewarded by investors.
Leadership companies have generally performed well in the past and appear well positioned to lead their industries in coming years.
All investments are subject to market risk, including the possible loss of principal.
Growth investing: Growth stocks tend to be more volatile than certain other types of stocks and their prices may fluctuate more dramatically than the overall stock market.
Large- and mid-cap stocks: Securities issued by large-cap and mid-cap companies tend to be less volatile than securities issued by small-cap companies. However, large-cap companies may not be able to attain the high growth rates of successful small-cap companies, especially during strong economic periods, and may be unable to respond as quickly to competitive challenges.
Foreign investing: Investments in the securities of non-U.S. issuers may be adversely affected by local, political, social, and economic conditions overseas; greater volatility; reduced liquidity; or decreases in foreign currency values relative to the U.S. dollar.
See the prospectus for more detail on the fund's principal risks.
Investor Profile
For investors with a long-term horizon seeking exposure to leadership companies and companies in sectors that are at the forefront of secular change.
Suitable as a core holding for the growth portion of an investor’s domestic stock portfolio.
The fund has returned 24.92 percent over the past year, 1.44 percent over the past three years, 9.27 percent over the past five years and 11.65 percent over the past decade. The fund maintains its long-term appeal under manager Larry Puglia, according to Morningstar.
The average price target is $194.39 with a high forecast of $228.57 and a low forecast of $159.09. The average price target represents a 13.36% change from the last price of $171.48.
TRBCX has paid $5.21 per share in the past year, which gives a dividend yield of 2.81%. The dividend is paid once per year and the last ex-dividend date was Dec 13, 2023.
TRBCX carries a Zacks Mutual Fund Rank of 1 (Strong Buy), which is based on various forecasting factors like size, cost, and past performance. We classify TRBCX in the Large Cap Growth category, an area rife with potential choices.
The blue chip companies are well-established and serve as a safe investment avenue. An assured income and steady returns are guaranteed. blue chip companies can easily generate enough capital to clear their financial dues. Hence, this makes shares issued by such companies highly creditworthy.
The pay date for the dividend may be up to one month after the ex-dividend date passes. When the payment date arrives, the company will usually issue the payment to the broker serving the stockholder instead of the shareholder directly.
The next Old Mutual Limited dividend is expected to go ex in 4 months and to be paid in 4 months. The previous Old Mutual Limited dividend was 49C and it went ex 2 months ago and it was paid 2 months ago. There are typically 2 dividends per year (excluding specials), and the dividend cover is approximately 3.9.
For more than a quarter century, it has more than doubled the S&P 500 with an average gain of +24.08% per year. These returns cover a period from January 1, 1988 through May 6, 2024. The Zacks Rank is a reliable tool that helps you trade with confidence regardless of your trading style and/or risk tolerance.
These stocks represent the top 5% of all stocks that are covered by at least one analyst and are expected to experience the strongest earnings estimate revisions in the future.
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Introduction: My name is Kieth Sipes, I am a zany, rich, courageous, powerful, faithful, jolly, excited person who loves writing and wants to share my knowledge and understanding with you.
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