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2. morningstardirect.morningstar.com › clientcommViewing Charts, Reports, and Fund Holdings in Morningstar Direct

   morningstardirect.morningstar.com › clientcomm

   The Growth chart allows users to investigate a fund’s performance over custom periods. The Growth chart shows a fund's performance based on how $10,000 invested in the fund would have grown...

   • File Size: 4MB

   • Page Count: 33

3. www.sec.gov › pubs › sec-guide-to-mutual-fundsA Guide for Investors - SEC.gov

   www.sec.gov › pubs › sec-guide-to-mutual-funds

   mutual fund owns are known as its portfolio, which is managed by an SEC-registered investment adviser. Each mutual fund share represents an investor’s proportionate ownership of the mutual fund’s portfolio and the income the portfolio generates. Investors in mutual funds buy their shares from, and sell/

   • File Size: 989KB

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4. www.troweprice.com › personal-investing › fundsPortfolio Holdings for Mutual Funds | T. Rowe Price

   www.troweprice.com › personal-investing › funds

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   View our mutual funds' portfolio holdings. Select the mutual fund and time period to download the complete Portfolio of Investments. The Portfolio of Investments is the same for all share classes of a fund and are released 15 days after the calendar quarter ends and remain available for one year.

5. www.franklintempleton.com › investments › optionsFranklin DynaTech Fund - Class A - FKDNX - Franklin Templeton

   www.franklintempleton.com › investments › options

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   Sep 5, 2024 · Find latest pricing, performance, portfolio and fund documents for Franklin DynaTech Fund - FKDNX.

6. am.jpmorgan.com › us-equity › FS-LCG-AFactsheet: JPMorgan Large Cap Growth Fund (A)

   am.jpmorgan.com › us-equity › FS-LCG-A

   Typically invests in a diversified portfolio of large cap companies with above-average growth prospects. Invests primarily in large, well established companies. Looks for companies with attractive fundamentals, potential to exceed market expectations and positive price momentum.

   • File Size: 256KB

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7. www.capitalgroup.com › individual › investmentsAmerican Mutual Fund - A | American Funds - Capital Group

   www.capitalgroup.com › individual › investments

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   2 days ago · American Mutual Fund (Class A | Fund 3 | AMRMX) strives for the balanced accomplishment of three objectives: current income, growth of capital and conservation of principal.

8. People also ask

   How do I view my mutual funds' portfolio holdings?

   • View our mutual funds' portfolio holdings. Select the mutual fund and time period to download the complete Portfolio of Investments. The Portfolio of Investments is the same for all share classes of a fund. Note that holdings are released 15 days after the calendar quarter ends and remain available for one year.

   Portfolio Holdings for Mutual Funds | T. Rowe Price

   www.troweprice.com/personal-investing/funds/mutual-funds/prospectuses-reports/portfolio-holdings.html

   See all results for this question

   What is a mutual fund portfolio?

   • The combined securities and assets the mutual fund owns are known as its portfolio, which is managed by an SEC-registered investment adviser. Each mutual fund share represents an investor’s proportionate ownership of the mutual fund’s portfolio and the income the portfolio generates.

   A Guide for Investors - SEC.gov

   www.sec.gov/investor/pubs/sec-guide-to-mutual-funds.pdf

   See all results for this question

   What is a mutual fund share?

   • Each mutual fund share represents an investor’s proportionate ownership of the mutual fund’s portfolio and the income the portfolio generates. Investors in mutual funds buy their shares from, and sell/ redeem their shares to, the mutual funds themselves.

   A Guide for Investors - SEC.gov

   www.sec.gov/investor/pubs/sec-guide-to-mutual-funds.pdf

   See all results for this question

   What is included in a mutual fund report?

   • From time to time, a report may include up to 5% the value of a mutual fund's portfolio securities, without identifying the issuer, under the caption "Miscellaneous Securities." This is done to prevent potential harm to the fund while it completes a buying or selling program in those securities.

   Portfolio Holdings for Mutual Funds | T. Rowe Price

   www.troweprice.com/personal-investing/funds/mutual-funds/prospectuses-reports/portfolio-holdings.html

   See all results for this question

9. morningstardirect.morningstar.com › clientcommMorningstar Global Fund Report

   morningstardirect.morningstar.com › clientcomm

   of a fund’s portfolio by compiling data about its holdings into a series of aggregate style, asset class, and regional statistics. Data is shown in context, relative to a fund’s category peers,...