- Large capitalization value no load mutual funds look for investments which are currently undervalued
- No load mutual funds do not have high load fees or offer professional investment advice from a broker or financial advisor
- The best no load funds will differ for each investor, depending on all the essential factors and investing circumstances
Large capitalization value no load mutual funds, and they can be the best no load funds for some investors. These mutual funds are not right for every investor though, because they may have different investment risks and strategies than what is used by this type of no load mutual funds. There are many large capitalization value funds and fund families to choose from, so finding the best no load funds in this sector is simply a matter of looking for them. There are many sites and tools available on the Internet that are free to use, and these can help investors compare no load mutual funds to find the right ones for the specific investment goals and circumstances. The first step is in understanding how these specific no load mutual funds work, and what their goals and strategies are. There are many of these choices available, and each will have specific risks and advantages. Using the best no load funds when it come to large capitalization value investments means no large load fees, but also no professional investment advice. For most investors this is not a problem though, because it is possible to locate and research no load mutual funds online quickly and conveniently.
One large capitalization value fund is the AARP Aggressive fund, with the trading symbol AAGSX. Offered by AARP Funds, this investment option has been in business since 2005, and has received Morningstar’s highest quality rating at five stars. The net assets are somewhat small at only slightly more than twenty three million, but the yield is a decent two point five nine percent, and the year to date return is five point one four percent. Daniel Farley is lead manager of this large capitalization value option, and he has managed the fund since 2006. The initial investment required is only one hundred dollars, and this is considered one of the best no load funds around for almost every investor. The total expense ratio is only one half of one percent, and this is one of the many no load mutual funds which does not charge any 12b-1 marketing fee at all. This means no worries about hidden load fees in with the marketing expenses.
Another large capitalization value fund is the Accessor Growth Allocation Inv Fund, which trades under the ticker AGALX. This is also considered one of the best no load funds in this sector, and for good reason. It is offered by Forward Funds, and the net assets are valued at almost twelve million dollars. Both the yield and the year to date return for this fund are average, at one point nine eight percent and four point zero one percent respectively. This is one of the no load mutual funds which has received four stars from Morningstar though, making it one that should definitely be considered when the best no load funds are being evaluated. Four thousand dollars is the minimum investment amount, making it attractive to many investors, but this fund does carry a 12b-1 marketing fee.
Another one of the large capitalization value no load mutual funds which is popular, and worthy of being included on the best no load funds list, is the American Century One Choice: Aggressive Fund. The ticker for this specific investment option is AOGIX, and it has also received five stars from Morningstar making it one of the best choices possible. The minimum investment requirement is a small twenty five hundred dollars, and this fund has more than three hundred and twenty six million dollars in net assets. No matter which large capitalization value no load mutual funds are chosen, thorough research and fund comparisons can help find the best no load funds for any investment situation.
