Bogle Small Cap Growth Inv BOGLX
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Good Funds, but Better In an IRA
… are a few of the funds we found, with a discussion of why each type might work better inside an IRA. Bogle Small Cap Growth BOGLX This tiny, quantitatively driven small-cap blend fund likes to keep things moving, as illustrated by its sky-high turnover …
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These Top-Rated Funds Are Hidden Gems
… can click here to view the screen and its complete output; I've highlighted three of them below. Bogle Small Cap Growth BOGLX This fund is a good example of how the Morningstar Ratings for funds and Analyst Ratings can butt heads. Based on its risk …
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Quant Funds Mount a Modest Comeback
… Daily) USD Total Ret % Rank Cat 5 Yr (Daily) Bogle SmCap Grth BOGLX US OE Small Blend 21.13 10 -1.86 88 Bridgeway AggrInv 1 ..... funds. John Bogle Jr., manager of Bogle Small Cap Growth BOGLX , said that holdings overlap with heavily redeemed hedge funds …
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On the Lookout for Tax Traps and Free Rides
… like the fact that it has plenty of financials. If you're cautious, though, be forewarned. Bogle Small Cap Growth 's BOGLX negative 36% PCGE should come in handy, as John Bogle Jr. tends to run with high turnover. Since launching this fund and …
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Hidden Gems Among Our Analyst Picks
… to augment an investor's core large-cap exposure. Click here to replicate this screen. Bogle Small Cap Growth Investor BOGLX Although the fund's bear-market showing was abysmal, there's still a lot to like about this tiny fund. Manager John …
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Three Quant Funds Built to Last
… adding value) should have brighter prospects. Here are a few quant funds that have done those things. Bogle Small Cap Growth BOGLX John Bogle Jr. has been running quant funds for more than two decades, first at State Street Global Advisors and then Numeric …
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When Quant Funds Failed
… since 2006 as assets have dropped by nearly two thirds to $2.9 billion. John Bogle Jr., who manages Bogle Small Cap Growth BOGLX as well as separate accounts, has seen his firm's total assets drop from $3 billion to $600 million. What Now? It's …
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BOGLX Bogle Small Cap Growth Inv Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Fund's growth tilt can cause it to lag rivals when value stocks lead the way.The holdings overlap with other quant managers might lead to sharp losses in a liquidity crunch.Quant models can struggle when markets sharply reverse.This fund closed at a fairly small size in the past and will do so
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BOGLX Bogle Small Cap Growth Inv Fund Analysis, Report, Research, 5 Star Rating – Morningstar
Fund's growth tilt can cause it to lag rivals when value stocks lead the way.The holdings overlap with other quant managers might lead to sharp losses in a liquidity crunch.This fund closed at a fairly small size and remains nimble.Bogle built a superb record at Numeric Investors and is using a
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Our Favorite Quant Funds
… for that reason, they still deserve honorable mentions. These are the aforementioned Bridgeway Aggressive Investors 1 BRAGX, Bogle Small Cap Growth BOGLX , GMO Emerging Markets III GMOEX, and N/I Numeric Investors Small Cap Value NISVX.