US Funds Continue to See Value in Technology

Several high profile tech names - including Google, Facebook and Amazon - feature in the top US growth funds' portfolios

Fatima Khizou 1 June, 2018 | 10:20AM
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Google parent company Alphabet has experienced the highest number of anti-trust incidents ESG governance social sustainable scandal tech sector

Investment style is one of the key decisions an investor needs to make when picking a fund, and style is particularly prominent in the US market. During the past nine years, which coincide with the bull market witnessed in the US, growth stocks have been the standout.

Divergences in returns between the two investment styles have particularly augmented over the past three years and more dramatically during the 2017 period. Indeed, large-cap growth stocks beat their value counterparts by more than 16% as measured by the Russell 1000 Growth and Value indexes.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Alphabet Inc A2,888.59 USD0.00Rating Inc3,475.79 USD0.00Rating
Apple Inc149.03 USD0.00Rating
Facebook Inc A373.92 USD0.00Rating
Franklin US Opportunities W Acc5.07 GBP0.48Rating
Microsoft Corp304.82 USD0.00Rating
Natixis Loomis Sayles US Eq Ldrs N/A £440.21 GBP-0.09Rating
PGIM Jennison US Growth USD I Acc329.40 USD0.89Rating
T. Rowe Price US Blue Chip Eq A USD91.40 USD1.03Rating
T. Rowe Price US Lg Cap Gr Eq I USD96.25 USD0.94Rating

About Author

Fatima Khizou  is an Investment Research Analyst for Morningstar

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