
Hi, I am a novice with Funds and would like help with choosing the right funds in my 401K plan. I have about 100K in my plan. I am 40 years old and would like a have a Aggressive / Growth portfolio. Here is the list of funds that are available to me in the 401K plan. LARGE CAP VALUE UMBIX,MALVX,JIQVX,PAFDX,BEGRX,RWMFX LARGE CAP BLEND DSEFX,JILPX, NYVTX, RICFX LARGE CAP GROWTH SAGYX,JIBCX,JICPX,RGAFX MID CAP VALUE JEMUX,JIMSX, FRSGX SMALL CAP VALUE RYPNX,JESVX SMALL CAP BLEND JISOX SMALL CAP GROWTH VISGX,GTSAX,VEXPX,JESGX MULTI CAP BLEND JEQAX INTERNATIONAL GLOBAL VALUE JIIOX,OGLYX BALANCED RLBFX INDEX FUNDS JESIX,JEIEX,JECIX,JETSX,JEINX,JEBNX SECTOR VGENX,PASTX,JESTX,JEFSX, PRHSX,JIREX,MMUHX HIGH YIELD BONDS SAHYX GLOBAL BOND PADMX FIXED INCOME PARRX,PTRAX,RPSIX,JESNX Thanks Poonam
It should be clear, though, that we'd prefer it if all five were smaller than they are. Franklin Small-Mid Cap Growth FRSGX There's a big clue in this fund's history that signals its game plan for handling asset growth: In September 2001 the fund
regulators say Franklin let Las Vegas hedge fund manger Daniel Calugar market-time the Franklin Small-Mid Cap Growth Fund FRSGX in return for a $10 million investment in a Franklin-sponsored fund of hedge funds. Franklin never disclosed the arrangement
s edge over its peers. Once-stellar funds such as Van Kampen Emerging Growth ACEGX and Franklin Small-Mid Cap Growth FRSGX have witnessed drop-offs in performance as their asset stores have swelled. Fund companies have a tool to help diminish the
still faces asset bloat issues because it operates in some of the same space asThe as the $10 Franklin Small-Mid Cap Growth FRSGX . The hefty asset base of its predecessor means that Franklin is managing much more than $1.5 billion in small growth. T
inflows while foreign-stock funds suffered net outflows. On the other hand, shareholders in Franklin Small Cap Growth I FRSGX know what happened only up until April 30. They ll next hear from Franklin in early 2002 when the report covering the six months
who wouldn't face serious tax consequences by bailing out of this offering should do just that." Franklin Small Cap Growth FRSGX , by Russel Kinnel "The bad news is that the fund is also reopening to new investors on September 1. That's perplexing
With a new mandate, Franklin Small Cap Growth is worth holding on to, but it's not worthy of new money. The fund will get much-needed breathing room September 1, 2001, when its investment universe will expand to include every stock with a market captalization of $8.5 billion or below. The new
how big a small-cap fund should be, Franklin has the answer. Last week, the fund company closed Franklin Small Cap Growth FRSGX when it reached $11 billion in assets. Why $11 billion and not, say, $2 billion or $3 billion? I'm not sure, but
me you'll do plenty of your own research on these suckers before you consider buying them, okay? Alliance Quasar C QUACX Baron Asset BARAX Franklin Small Cap Growth I FRSGX Fremont U.S. Micro-Cap FUSMX Turner Small Cap Equity TSCEX