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Big Tech Stakes Equal Big Risk

A closer look at some tech-heavy U.S. equity funds.

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Tech stocks are hot. While the sector took a hit in the downturn of late 2018, the technology-fund Morningstar Category has been the strongest performer of any in Morningstar’s database over three, five, 10, and 15 years. The category has also bounced back of late; it was one of the best performers in 2019 through Oct. 17 with a 24.6% gain. 

Tech valuations may not be at March 2000 levels, but owning a big stake in the sector now may represent a significant risk. Let’s take a closer look at some of the heaviest tech investors among diversified U.S. equity funds. 

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Greg Carlson does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.