Principal Capital Appreciation Fund R-1 Class PCAMX . Buy. Pax World is a company that sells mutual. PCAMX Performance - Review the performance history of the Principal Capital Appreciation R1 fund to see it's current status, yearly returns, and dividend history. 58 MILLION invested in fossil fuels, 10% of the fundPRINCIPAL CAPITAL Profit Margin is currently at 0. 0%. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. Current performance may be lower or higher than quoted. Foreside Financial Services, LLC is not affiliated with Impax Asset Management LLC. 76 million as at 30 April 2013. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. Our Investment Beliefs. Expense Ratio 0. Quote. Add to portfolio. Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The investment process is designed to highlight companies in the benchmark index that are trading at a discount to their private market value. 65% 10 year 11. 8 billion. 65% 10 year 11. 3 Mutual Fund Misfires to Avoid - November 22, 2019. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. Get the latest Principal Fds Inc. Distribution Fee Level Average. Average annual total return since inception. Premier John Horgan and federal Minister of Fisheries Jonathan Wilkinson make an announcement about the Salmon Restoration and Innovation Fund during a. 03. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. Read full article. See the company profile for Impax Large Cap Fund Institutional (PXLIX) including business summary, industry/sector information, number of employees, business summary, corporate governance, key. 08 0. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. These funds provide affordable investment. Return on Equity or ROE tells DREYFUS MASSACHUSETTS FUND stockholders how effectually their money is being utilized or reinvested. 6% beat the. Our "Magnificent Retirement Mutual Funds" list includes some of the best managed and best performing funds around. Seeks current income consistent with stability of principal and liquidity by investing primarily in a portfolio of high-quality, dollar-denominated, fixed-income securities that: (1) are issued by banks, corporations and the U. S. . 11% 3 year 9. 03 0. Equity investments are subject to market fluctuations, the fund’s share price can fall because of weakness in the broad market, a particular industry, or specific holdings. The fund mostly fulfills this goal; however, it does exhibit 0. com Principal Capital Appreciation Fund (fka West Coast Equity Fund) R1. As part of her consulting services, she will provide Impax with strategic advice and direction, marketing strategy and thought leadership and will devote only such time to such services as is reasonably necessary to. Record the date, description, and amount of each principal capital appreciation transaction. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a. 8$5,000 transferred from the Operating Fund to this account in fiscal year 2013. Effective December 31, 2022, the name of the Pax World Funds changed to Impax Funds. Zacks. The Good Life. S. The strength and cohesiveness of Pax Global Environmental Markets' investment team earn the strategy a Morningstar Analyst Rating of Bronze. 11,907. Pax World Funds were renamed Impax Funds effective December 31, 2022. 7,316. Number of Shares Shorted is the total amount of shares that are currently sold short by investors. Fund . 32% expense ratio and 0. BNY Mellon Number of Shares Shorted. 2%. PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) New Putnam Dynamic Risk Allocation Fund Seeks to Pursue Total Return Consistency Through Varying Market Conditions PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Announces Distribution Rates for Open-End Funds. 0% Dan is the Chief Investment Officer at Edge Asset. S. These funds offer investors a stability, and are perfect for people with a "buy and hold" mindset. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. By Mail. The fund invests primarily in equity securities of companies with any market capitalization, but it has a greater. PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Announces Distribution Rates for Open-End Funds. -incorporated equity securities. Min. Fund Analysis. 10% : BNY Mellon momentum indicators tool provides the execution environment for running the Rate of change ratio indicator and other technical functions against BNY Mellon. Buying stakes in bigger companies offer. In other words, it represents the capital appreciation of fund investments over the last year. Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns. companies to make such disclosures. PAXWX Fees (% of AUM) Receive email updates about best performers, news, CE accredited. Check out Principal Capital Appreciation R1 via our interactive chart to view the latest changes in value and identify key financial events to make the best decisions. Popular news outlets such as MarketWatch, Bloomberg, or Reuters provide DREYFUS and other traded companies coverage. The holding period for determining whether a CDSC will be charged will include the holding period of the. Change fund Symbol lookup. 7% involvement in carbon solutions. In other words, it is the returns remaining after deducting what would have been attributable to beta returns (which do not require skill) and the risk-freerate. For this. Pax Mutual Funds, now overseen by Impax Asset Management LLC after its acquisition in 2018, held more than $50 billion in assets as of Jun 30, 2023. Reaching this target will help us avoid running this event at a loss, which helps keep the Dorothy Pax and this annual event alive. 26 (+0. Research information including asset allocation, sector weightings and top holdings for Principal Capital Appreciation Fund. PRINCIPAL CAPITAL Debt to Equity is currently at 0. com. 60%) YTD Return +15. Principal Capital Appreciation Fund Class R-1 from Zacks Investment Research PCAMX: Principal Fds, Inc. See risk data for Principal Capital Appreciation Fund (PCAMX). 45. Pax World High Yield Fund (PAXHX); 1-800-767-1729. 3 Mutual Fund Misfires to Avoid - November. The fundamental analysis module provides a way to measure DREYFUS MASSACHUSETTS's intrinsic value by. A steady team and sensible process support Impax Sustainable Allocation, but additional resources in the form of analysts and tools would generate greater confidence given the portfolio’s. There is no guarantee that any investment strategy or approach will be. Investor Type Private Equity Firm, Venture Capital. Initial Investment 250,000. Rated on Sep 30, 2023 Published on Sep 30. 61%, this fund is a well-diversified fund with a long track record of success. Download a prospectus, or summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing. This fund has managed to produce a robust 12. This is for persons in the US only. 67%. The fund's open price was 53. A high-level overview of Principal Capital Appreciation Fund Retirement (PCAMX) stock. The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. A steady team and sensible process support Impax Sustainable Allocation, but additional resources in the form of analysts and tools would generate greater confidence given the portfolio’s. 40% 5 year 10. 00%. comIf you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. The fund had an exceptional 2019, with year-to-date returns of 21. Our values provide a consistent standard for current and future investments. 3 Mutual Fund Misfires to Avoid - November 22, 2019. 2014. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Principal Capital. Company executives or private individuals with access to. Jean Templeton Hugill Endowment for Anesthesia Memorial Fund (Department of. Environmental, Social &. DREYFUS MASSACHUSETTS FUND. Pax World’s funds had invested in some of the kinds. Zacks Equity Research. Investment Style Large Blend. 03. Search mutual funds and view performance, ratings and risk, portfolio allocation, charts and more. Total Assets 107. Principal Capital Appreciation Fund R-1 Class + Add to watchlist + Add to portfolio Add to watchlist + Add to portfolioAs of August 15, 2023, the fund has assets totaling almost $3. , on behalf of BNY Mellon AMT-Free Municipal Bond F und (the "Acquiring Fund"). See Principal Capital Appreciation Fund performance, holdings, fees, risk and other. 07. 83%. Impax Global Environmental Markets Fund shows 15. PRINCIPAL CAPITAL Shares Outstanding. Identify the principal capital appreciation transactions within the specified time period. 94 as of the 21st of January 2023; that is 1. Chart. 56% exposure to companies involved in thermal coal. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. $2. | May 16, 2023PCMAX Mutual Fund Momentum Indicators MACD with controllable MA type. --. 1Weighted Average is an average in which each quantity to be averaged is assigned a weight. The fund seeks capital appreciation in the long term by investing in companies across any size in the United States. Min. Adj. Consider adding these three top-ranked, best-performing and well-managed mutual funds to your retirement portfolio if you are looking to maximize returns. Vanguard Balanced Index is another highly regarded fund that represents the entire U. CLOSEMutual Funds Screener. Class A shares are sold at net asset value (“NAV”) per share plus the initial sales charges described in the Funds’ prospectuses from time to time, subject to the minimum purchase requirements set forth in the Funds’ prospectuses from time to time. Read full article. 60 billion invested in 94 different holdings. Avoid These 3 Mutual Fund Misfires. KraneShares Electric Vehicles & Future Mobility Index ETF ( KARS) 0. Pax Global Opportunities PXGOX Bronze-rated Pax Global Opportunities is the U. Introduction to Impax. However. A bond's maturity is the length of time until the principal must be fully repaid with interest. 55%. Holding a low PE stock is less risky because when PRINCIPAL CAPITAL's profitability falls, it is likely that earnings will also go down as. FundExpert Answer. 27 0. Rated on Dec 19, 2022 Published on. Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Share Class Type Institutional. See All Market Activity. The $70 million Pax Ellevate Global Women’s Index Fund invests in the 400 corporations worldwide with the highest percentage of women on the board and in management. PCAMX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. Mutual Funds . Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. 2. Read Zacks Investment Research's latest article on Investing. Chart. The company offers investors 11 mutual funds, in terms of the number of individual fund symbols. The SPDR SSGA ETF was launched in 2016, and has generated annualized returns of 10% over the last three years. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. 7% average involvement of its peers in the Global Large-stock Blend category. ) Before choosing a fund and share class for investment, you should consider which type of account is. PCAMX. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. Distribution Fee Level Above Average. In this regard, it is important to note that Sallie Krawcheck owns a controlling intere st of Ellevate Asset Management LLC, a partner of Impax Asset Management LLC, the Fund’s adviser. CLOSEIf your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. Careers. TTM. PCAMX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. Get PRINCIPAL CAPITAL stock price history and adjusted historical data with charts, graphs, and statistical analysis. ️ FREE NEWSLETTER: Get the best shopping deals on the brands you loveIf your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. Thus, these clients will pay their proportionate share of underlying fund expenses. DREYFUS MASSACHUSETTS FUND fundamentals help investors to digest information that contributes to DREYFUS MASSACHUSETTS's financial success or failures. Shares Owned by Insiders show the percentage of outstanding shares owned by insiders (such as principal officers or members of the board of directors) or private individuals and entities with over 5% of the total shares outstanding. 67% 1 year 15. [Since, 's' represents risk and X̄ represents return] So, we can say that, the smaller the value of CV, the better the fund. In other words, Debt to Equity ratio provides analysts with insights about composition of both. The Board of Trustees (the “Board”) may. 16% for its average peer in the Moderate Allocation category. Impax acquired Pax World Funds in. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. Vanguard. Adj. At the end of 2014, all of. Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by BNY Mellon that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. The 0. Principal Fds, Inc. Principal Capital Appreciation Fund R-1 Class: PCAMX: CO Scholars Choice 529 Dodge & Cox Global Fixed Income Portfolio A: CCCJX: Vanguard PRIMECAP Core Fund Investor Shares: VPCCX: AAM Min Vol Eq Inc CDA HIMCO 23-2 CA: MVAADX: Lord Abbett Focused Large Cap Value Fund Class I: LIFLX: Innovator IBD® Breakout Opportunities ETF: BOUT Principal Capital Appreciation Fund PCAMX has $385. Principal Capital Appreciation R1 overview and insights. PCAMX is a Large Cap Blend fund, targeting companies with market caps of over $10 billion. While each brokerage firm is different, many include selections from diversified families of responsibly invested mutual funds, encompassing active and passively managed equity, income, alternative and multi-asset strategies. 39 percent up since the beginning of the trading day. Principal Capital Appreciation Fund PCAMX has $340. $0. Adj. Stocks: Most Active. PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Investments Becomes First Mutual Fund Company to Utilize Smart Phone Codes on Shareholder Statements See Principal Capital Appreciation Fund (PCAMX) mutual fund ratings from all the top fund analysts in one place. See fees data for Principal Capital Appreciation Fund (PCAMX). Discover historical prices for PCAMX stock on Yahoo Finance. Principal Capital Appreciation R1. PCAMX: Principal Fds, Inc. Identify the principal capital appreciation transactions within the specified time period. Learn more about mutual funds at fidelity. BNY Mellon story: Food Basket Distributes 100K Pounds of Support in the Face of Staggering Need Big Island Now and other headlines for BNY Mellon MassachusettsTwo United Methodist ministers opposed to the Vietnam War launch the Pax Fund, which considers companies’ social/environmental performance. Intermediate-Term Core-Plus Bond Funds ; Corporate Bond Funds ; High Yield Bond Funds ; Muni National Short-Term Bond Funds ; Muni National Intermediate. 32% expense ratio and 0. With a five-year annual return of 10. Mission Statement & Values. 3% 133. Investment policies, management fees and other matters of interest to prospective investors may be found in each closed-end fund annual and semi-annual report. Record the date, description, and amount of each principal capital appreciation transaction. View mutual fund news, mutual fund market and mutual fund interest rates. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. Price to Earnings ratio is typically used for current valuation of PRINCIPAL CAPITAL and is one of the most popular ratios that investors monitor daily. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. , that are subjected to some kind of social screen, areThe Pax World Investment fund now holds $1. Gather all relevant financial documents, such as investment statements and tax forms. Fund : USD 10. This fund has managed to produce a robust 12. 00%. PCAMX | A complete Principal Capital Appreciation Fund;R-1 mutual fund overview by MarketWatch. For additional information, please contact your investment professional. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. We help investors stay connected with DREYFUS headlines for the 25th of January to make an informed investment decision based on correlating the impacts of news items on DREYFUS Mutual Fund performance. Category Large Blend. PCAMX Price - See what it cost to invest in the Principal Capital Appreciation R1 fund and uncover hidden expenses to decide if this is the best investment for you. CV 147. S. Overview Performance As of 08/31/2023 YTD 15. The investment seeks to provide long-term growth of capital. Final answer. Here, the CV for the Vanguard fund is smaller than t hat of the Pax fund. Principal Capital Appreciation Fund (%) (PCAMX) Years Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Annual; Years: Jan: Feb: Mar: Apr: May: Jun: JulDREYFUS MASSACHUSETTS Pattern Recognition with Up and Down gap side by side white lines analysis. Founded in 1998, Impax Asset Management has pioneered investment in the transition to a more sustainable global economy and today is one of the largest investment managers dedicated to this area. The investment seeks income and conservation of principal; as a secondary investment objective, the fund seeks long-term growth of capital. This fund has managed to produce a robust 12. View more View less Pax World is a company that sells mutual funds with $10,338M in assets under management. A high-level overview of Principal Capital Appreciation Fund Retirement (PCAMX) stock. by Robby Greengold. 12%. 66% expense ratio and 0. BNY Mellon value trend is the prevailing direction of the price over some defined period of time. PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Investments’ Lifetime Income Analysis Spurs Workers to Increase Retirement Savings Rates by an Average 23 Percent How to fill out principal capital appreciation separate: 01. 19. The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. 6. On July 30, 2008, the SEC fined Pax World Mutual Funds $500,000 because it failed to follow its own SRI criteria from 2000 to 2005. Does your current advisor have your money invested in these "Mutual Fund Misfires of the Market" that charge high fees for low returns? If so, it may be time for a new advisor. . 84. These weightings determine the relative importance of each quantity on the average. Before Pax opened the donor-advised fund in 2014, Keefe and his assistant had been fielding the calls requesting charitable donations themselves, sorting them and. To determine the best mutual funds measured by five-year returns, we looked at U. Debt to Equity is calculated by dividing the Total Debt of PRINCIPAL CAPITAL by its Equity. Principal Capital Appreciation Fund Class R-1 from. Zacks. If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a. PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Investments Launches Suite of Multi-Cap Equity Funds. The concept of trend is an important. 46 and low fossil fuel exposure of 3. 72%. Impax Funds are distributed by Foreside Financial Services, LLC. Those managing the Fund’s investments seek to invest in securities of businesses that they believe are trading at a discount. 46 percent over the past five years, and 8. Real EstateYou may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio. PCAMX is classified as a Large Cap Blend fund. Praxis Mutual Funds is a faith-based family of mutual funds designed to help people and groups integrate their finances with their values. 1-50 of 349. 95% expense ratio is more expensive than some funds yet, the five- and 10-year returns of 11% and 13. 79 MILLION invested in Clean200 companies, 12% of the fund Find the latest Principal Capital Appreciation Fund (PCAMX) stock quote, history, news and other vital information to help you with your stock trading and investing. Any Fund may reject a request to purchase its shares by exchange. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. Impax Funds accounts can be opened either online or by mail. Beginning 10/1/2012 balance $1923. Their vehicle, the first broadly diversified, publicly available mutual fund to use. The Fund invests primarily in equity securities of companies with any market capitalization, but it has a greater exposure to large market capitalization companies than small or medium market capitalization companies. On October 1, 2021, DPHHS submitted a Medicaid. Principal Capital Appreciation R1 (PCAMX): 1. European asset managers launch a record number of 505 new ESG funds and repurposed more than 250 conventional funds, bringing the total. Paul Portsmouth South Church Unitarian Universalist NH. 97See All Market Activity. Open An Account. 980%. Review the latest Morningstar rating and analysis on the Principal Capital Appreciation R1 fund to determine if it is the right investment decision for your goals. Advertisement. If you're invested in any of the funds in our "Magnificent Retirement Mutual Funds" list, congratulations on owning some of the best managed and top-performing mutual funds. DREYFUS MASSACHUSETTS One Year Return is currently at 0. This fund has managed to produce a robust 12. 92 MILLION invested in fossil fuels, 10% of the fund PCAMX Principal Fds Principal Capital Appreciation Fund Class R-1 (MM) Putnam Investments Launches FundVisualizerTM to Help Advisors Evaluate Universe of Mutual Funds. For additional information, contact your financial advisor or call 1-844-337-4626. MailIf your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. Annual Session Reserve is the estimated cost of the site deposit for the next Annual Session. It is an important indicator of the firm ability to continue its normal operations without additional debt obligations. 7 Mil. 2%. All investing is subject to risk, including the possible loss of the money you invest. See fees data for Principal Capital Appreciation Fund (PCAMX). Prospectus: $59. Second Amended and Restated Multiple Class Plan Pursuant to Rule 18f-3. BNY Mellon value trend is the prevailing direction of the price over some defined period of time. Share Class Type Institutional. PCAMX Principal Fds Principal Capital Appreciation Fund Class. Pax does its corporate giving with the Pax World Management Charitable Fund at the New Hampshire Charitable Foundation. Expense Ratio 0. The settlement between Pax World and the SEC concluded an investigation that had commenced in December 2004, prior to CEO Joe Keefe’s arrival at the company. You may need to start looking for a new financial advisor if your current one has put any of these high-fee, low - return "Mutual Fund Misfires of the Market" into your portfolio. 910%. 4. Share price, principal value, and return will vary and you may have a gain or loss when shares are sold. What I think can account for the superior performance of the Parnassus Fund in a rapidly deteriorating market is the difference across funds in investment objectives. Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. The Pacific Alliance Asia Opportunity Fund Limited (AIM: PAX) is a closed-end investment company with net assets of US$171. InvestingThe funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. 2004 Launch of Impax Funds (Ireland) plc, a self-managed umbrella UCITS. Get your money out of weapon stocks. Stocks Analysis by Zacks Investment Research covering: . JEPAX | A complete JPMorgan Equity Premium Income Fund;A mutual fund overview by MarketWatch. Pax Ellevate Global Women's Leadership is a systematic, well-diversified fund whose focus on gender diversity and environmental, social, and governance principles gives it an attractive. Select from up to 50 different data points to find the mutual funds. MailIf your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor. Gender Equality Funds. PXWIX. Class A shares purchased without an initial sales charge that are redeemed within 18 months from. Medalist Rating as of Sep 30, 2023 | See Principal Investment Hub. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers. Greg has substantial experience in the asset management industry, having represented mutual funds, independent directors and asset management firms during his 40-year career at Ropes & Gray LLP. equity funds open to new investors with low costs (expense ratios of 1% or less) and minimum investment. More . Because the Fund had no investment operations prior to the closing of the Reorganization, Pax Global Women’s Equality Fund (the “Predecessor Fund”) is treated as the survivor of the Reorganization for accounting and performance reporting purposes. Profit Margin measures overall efficiency of PRINCIPAL CAPITAL and shows its ability to withstand competition as well as defend against adverse conditions such as rising costs, falling prices, decline in sales or management distress. Action toolkit. Calvert funds can be purchased through financial advisors or via online brokers. The strength and cohesiveness of Pax Global Environmental Markets' investment team earn the strategy a Morningstar Analyst Rating of Bronze. stock and bond market (an index fund). Our values. 40 %. RetirementThe funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available. Search query. The Russell 3000 Index is a market-capitalization-weighted equity index maintained by FTSE Russell that provides exposure to the entire U. If your advisor has you invested in any of these "Mutual Fund Misfires of the Market" with high fees and low returns, you need to rethink your advisor.