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

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
Rating
Alphabet Inc A2,270.67 USD0.00
Amazon.com Inc3,372.20 USD0.00
Apple Inc133.00 USD0.00
Facebook Inc A312.46 USD0.00
Franklin US Opportunities W Acc4.53 GBP1.36
Microsoft Corp255.85 USD0.00
Natixis Loomis Sayles US Eq Ldrs N/A £414.20 GBP0.76
PGIM Jennison US Growth USD I Acc295.88 USD2.10
T. Rowe Price US Blue Chip Eq A USD80.61 USD-0.07
T. Rowe Price US Lg Cap Gr Eq I USD86.71 USD0.06

About Author

Fatima Khizou  is an Investment Research Analyst for Morningstar

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