Best Performing Equity Large Cap Growth & Value Funds, July 2021

Our quarterly peer group reports cover different asset class funds utilizing our Premialab Pure Factors®, a proprietary benchmark on risk premia and factor performance attribution analysis.

We analyzed each fund’s active returns for the largest equity large cap mutual fund in the US and Europe and provided factors, benchmarks, and idiosyncratic contributions.

  • iShares Russell 1000 Growth & Value ETFs were used as benchmarks for the US funds regression
  • STOXX Europe 600 was the chosen benchmark for the Europe fund regressions

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