|
I have this question that is burning me up. Does it make sense to own value and blend mutual funds or value and growth mutual funds collectively? For example, Vanguard S&P 500 with Vanguard Large Value Index? Both have similar holdings but the Value Index pays more in dividends and some research indicates value outperforms on a risk-adjusted basis. I am sure you can lower the standard dev of a portfolio by holding both but at what cost & is it worth a lower return? Good move or bad move?
__________________
"These walls are kind of funny. First you hate 'em, then you get used to 'em. Enough time passes, gets so you depend on them"
|