Disappointed
Recycles dryer sheets
- Joined
- Sep 16, 2007
- Messages
- 464
In an attempt to fill the hole in my AA of my portfolio, please provide recommendation on Small Cap Mutual Fund(s) or ETF(s).
Thanks,
mP
Thanks,
mP
In an attempt to fill the hole in my AA of my portfolio, please provide recommendation on Small Cap Mutual Fund(s) or ETF(s).
Thanks,
mP
IMO, small caps are one area where active management might be better than indexing in some situations. With stocks under the radar and a lot of funds with modest amounts under management, it's possible to be a good stock picker and not a "closet indexer" as happens with most $50 billion large cap funds. But as mentioned already, your asset allocation, whether you're looking for a growth/value bias and the tax status of the account are quite important here.In an attempt to fill the hole in my AA of my portfolio, please provide recommendation on Small Cap Mutual Fund(s) or ETF(s).
smart money magazine has 3 recomendations in their March issue. I don't own any of the 3.In an attempt to fill the hole in my AA of my portfolio, please provide recommendation on Small Cap Mutual Fund(s) or ETF(s).
Thanks,
mP
What??!!?? You didn't like any of my favorites listed in those links I providedPlease name some of your favorites, at this point any small cap funds will help me with my AA.
mP
Don't go for small growth. Of the 9 M* styleboxes, SG is a consistent laggard.
You know what they say about past performance . . .