3 Large-Cap Value Funds to Buy Amid Growing Inflation Worries
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 27 2024
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Source: NASDAQ.COM
- Wall Street Volatility: Concerns over inflation and interest rate hikes have led to market volatility, with the Dow, S&P 500, and Nasdaq experiencing declines after the release of FOMC meeting minutes.
- Inflation and Interest Rates: The FOMC minutes revealed Fed officials' worries about inflation not decreasing enough, leading to discussions on potential interest rate hikes to reach the 2% target.
- Market Performance: Despite inflation concerns, Wall Street had a strong first quarter before slowing in April, with CPI rising in April but at a slower pace compared to previous months.
- Investment Recommendations: Large-cap value funds are suggested for stability amid market fluctuations, offering growth and income potential while mitigating risks.
- Mutual Fund Analysis: Three large-cap value mutual funds with impressive returns over 3-year and 5-year periods are highlighted, emphasizing the benefits of investing in mutual funds for reduced costs and portfolio diversification.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
