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On bonds and bananas

Analysis-Funds punished for owning too few Nvidia shares after stunning 230% rally

Nvidia Corp’s soaring rally has thrilled investors this year - except for the sizeable number of fund managers who avoided what they believe to be an expensive stock. Across nearly 330 mutual funds benchmarked to the S&P 500 or a similar index, only 15% held an above-index weight in Nvidia, according to a Morningstar analysis of the funds' most recent regulatory filings. Among those funds that held a below-average weight in Nvidia, 85% underperformed the index so far this year, Morningstar's dat

Funds punished for owning too few Nvidia shares after stunning 230% rally

Nvidia Corp s soaring rally has thrilled investors this year - except for the sizeable number of fund managers who avoided what they believe to be an expensive stock. Shares of the.

Analysis:Funds punished for owning too few Nvidia shares after stunning 230% rally

NEW YORK : Nvidia Corp’s soaring rally has thrilled investors this year - except for the sizeable number of fund managers who avoided what they believe to be an expensive stock.Shares of the semiconductor company - whose chips power generative AI apps such as ChatGPT - have more than tripled this year i

Funds punished for owning too few Nvidia shares after stunning 230% rally, ET Telecom

Across nearly 330 mutual funds benchmarked to the S&P 500 or a similar index, only 15% held an above-index weight in Nvidia, according to a Morningstar analysis of the funds most recent regulatory filings. Among those funds that held a below-average weight in Nvidia, 85% underperformed the index so far this year, Morningstar s data showed.

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