53
Large & Mid CapHold
The Wealth Company Large & Mid Cap
The Wealth Company · Direct–Growth · rank #16 of 34 by Smart Score
Trailing returns
1 Year
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3 Years
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5 Years
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Since launch
1.7%
Why this score
The Wealth Company Large & Mid Cap scores 53/100 — #16 of 34 Large & Mid Cap fund (Hold). It stands out for expense ratio — beating 98% of peers on expense ratio. The main drag is its fund size (better than only 1% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.46% · 98th percentile in category
Fund size93.61 Cr · 1st percentile in category