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Institutional Equity Funds Inc Ins Mdcp Eq Gr: (MF: PMEGX)

(NASDAQ Mutual Funds) As of Dec 12, 2019 08:00 PM ET

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$63.04 USD

0.00 (NA)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Nov 30, 2019

Total Return %* Percentile Rank Objective
YTD 30.25 22
3 months 4.43 81
6 months 12.80 54
1 Year 18.58 23
3 Year 17.07 22
5 Year 13.05 8
10 Year 16.06 2

* Annual for three years and beyond.

Zacks Premium Research for PMEGX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
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Portfolio Statistics

%Unrealized Gain YTD 31.84
% Yield 0.18
% SEC Yield
Net Assets (Mil $) 11/30/2019 7,971.00
%Turnover 11/30/2019 28.20

Risk

3 Year 5 Year 10 Year
Beta 1.02 1.02 1.06
Alpha 1.75 1.80 1.73
R Squared 0.90 0.88 0.87
Std. Dev. 13.05 13.03 14.17
Sharpe 1.24 0.99 1.00

Sector / Country Weightings

As of 11/30/2019 % of Portfolio
Technology 24.63
Other 14.33
Industrial Cyclical 13.70
Retail Trade 11.49
Health 8.70
Non-Durable 7.86
Finance 7.16
Services 5.84
Energy 2.72
Utilities 2.23
Consumer Durables 1.34

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2019)
% of Portfolio Value (Mil$)
TELEFLEX INC 2.51 188.56
BALL CORP 2.11 158.87
COOPER CO INC 2.05 154.14
NA 2.03 152.87
HOLOGIC INC 2.02 151.82
L3HARRIS TECHNOLOGIES INC 1.80 135.62
TEXTRON INC 1.69 127.30
MICROCHIP TECHNOLOGY INC 1.69 127.29
AGILENT TECHNOLOGIES INC 1.68 126.52

Stock Holding % of Net Assets

As Of 9/30/2019
Total Issues 139
Avg. P/E 29.40
Avg. P/Book 3.83
Avg. EPS Growth 8.86
Avg. Market Value (Mil $) 17,511

Allocation

% of Portfolio
Large Growth 26.23
Large Value 18.54
Small Growth 13.52
Small Value 0.00
Foreign Stock 5.91
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 30.07
High Yield Bond 0.00