Retirement beckons, and this couple has some decisions to make.
These funds may be young or small, but they have lots of potential.
Mutual fund analyst Greg Carlson took a look at several small- and mid-cap funds that have seen big outflows recently.
Below the radar, some funds got burned by American Airlines, while another fund is dumping Hong Kong real estate, and other fund managers are limited in the number of times they can go home.
Tracking the web of the family's interlocking managers can be a complicated task.
But flexible investors do have a few fine options for global small-cap exposure.
Lawsuit evidence shows some portfolio counselors voiced concerns in a 2004 internal survey, but the funds' strong performance is hard to fault.
Size-induced large-cap focus could have benefits, though, especially these days.
Good small- and mid-cap funds that can take the place of Smallcap World.
As the family's assets balloon, advisors should be on the lookout for fund overlap.