Originally Posted by FreeAsTheBreeze
Thanks for the info, Leonidas. I guess this is not going to help me, I was looking for an overview of my portfolio with suggestions on how to improve it.
What one person wants help with another person is happy with.
I have an allocation desire of 45% large cap, 15% mid cap and 15% small cap (plus 15% foreign large and 10% foreign small).
I own funds in all 3 market caps (a large cap fund, a mid cap fund and a small cap fund). All 3 funds are managed.
I know my large cap holds a few mid caps
I know my mid cap holds both large caps and small caps, in addition to being 60% mid caps
I know my small cap fund holds both mid caps and small caps. I believe 40% of its holdings are mid cap.
What is a small cap? What is a mid cap? I think small caps are anything below $2 Billion in market cap, and mid caps are between $2 billion and $12 billion in market cap.
But there is no guarantee morning star is using the same standards.
And there is no guarantee my fund manager uses the same criteria (the prospectus does not spell out the exact cutoff between mid and small or mid and large).
What I do know is the total market is 75% large cap, about 15% mid and 10% small. As long as I have more mid+small than the total market, I am happy.
So all analysis in xray for me is based on getting information, and comparing it to my baseline.
You are different, you might want less small cap and less mid cap than total market, so you use different criteria for making changes than I do.
No way xray would know what I am looking for, it is just giving me information.