El fondo Fidelity Large Cap Stock supera al S&P 500 en el primer trimestre de 2026

El fondo Fidelity Large Cap Stock registró un rendimiento trimestral negativo del 1,90 por ciento durante los primeros tres meses de 2026. Este resultado superó la caída del 4,33 por ciento negativa registrada por el índice S&P 500 durante el mismo periodo.

Las participaciones en el sector energético impulsaron gran parte de este rendimiento superior. Una posición sobreponderada en Exxon Mobil subió un 42 por ciento, mientras que las participaciones fuera del índice de referencia en Imperial Oil ganaron un 52 por ciento y Shell avanzó un 28 por ciento. GE Vernova también contribuyó tras subir un 33 por ciento ante unos resultados mixtos del cuarto trimestre y una previsión de ingresos al alza para 2026 y 2028.

Artículos relacionados

Split-scene illustration of BSE trading floor showing high-priced stocks' divergent FY26 performance: laggards crashing amid global tensions, gainers surging.
Imagen generada por IA

High-priced BSE stocks diverge in FY26 performance

Reportado por IA Imagen generada por IA

Among 68 high-priced stocks trading above Rs 5,000 on the BSE, FY26 has brought more declines than gains amid global uncertainty and geopolitical tensions. The top six laggards fell 25-40%, while top gainers surged 40-130%. Institutional holdings vary across these stocks.

The Fidelity Small Cap Growth Fund (FCPGX) gained 3.16% in the fourth quarter of 2025, surpassing the Russell 2000 Growth Index's 1.22% advance. This performance was driven by key holdings like Cogent Biosciences.

Reportado por IA

The PGIM Jennison Blend Fund declined 3.22% in the first quarter of 2026 but outperformed the Russell 3000 Index, which fell 4.0%. Stock selection in key sectors helped limit losses.

Greenlight Capital's funds delivered a 6.5% return in the first quarter of 2026, net of fees and expenses, outperforming the S&P 500's decline of 4.4%. The hedge fund cited gains from gold, healthcare, shipping, and energy stocks amid uncertainty from the war in Iran. Managers emphasized capital preservation given limited downside priced into markets.

Reportado por IA

Several international mutual funds have delivered gains exceeding 40 percent over three years.

The S&P 500 and Nasdaq closed at record highs on Friday, driven by strong corporate earnings and declining crude oil prices. The indices notched their longest weekly gain streak since October 2024 amid an earnings-heavy week.

Reportado por IA

Seeking Alpha has published a list of the top 25 high-growth dividend stocks for May 2026. The selection targets quality companies trading about 29% below their intrinsic value, with strong dividend growth and potential returns of 21% per year.

 

 

 

Este sitio web utiliza cookies

Utilizamos cookies para análisis con el fin de mejorar nuestro sitio. Lee nuestra política de privacidad para más información.
Rechazar