Portfolio Crunch

Asset Class: US Large Cap Value Equities


Summary

US Large Cap Value Equities are a type of investment that focuses on buying stock in large, well-established US companies that are considered undervalued or trading at a lower price relative to their fundamentals (such as earnings or book value). This investment strategy typically seeks to capture long-term growth potential and income through dividends, while also providing diversification within a portfolio.

Asset Allocation

Asset ClassSymbolWeight %
US Large Cap Value EquitiesVTV100.0

Performance: Overall % Return

Rebalance Yearly.

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