
This is a fund that I am considering making a move with. It seems to be on a downhill slide(more so than other's at least). It's performance has been lagging it's category.Does anyone have any thoughts?
11-15-11 Vanguard Extended Market Index ETF 57.23 0.77 1.36 2,653.96 151,886.13 1.92 12-28-11 Perkins Mid Cap Value T 21.28 -0.34 -1.57 6,800.00 144,704.00 1.83 11-15-11 Vanguard Total Intl Stock Idx ETF 43.89 0
Large 30% Mid-Cap Blend Tax Deferred Vanguard Extended Market Idx Instl VIEIX Mid-Cap Value Tax Deferred Perkins Mid Cap Value T JMCVX Total Mid Cap 4% Small Growth Taxable iShares Russell 2000 Growth Index IWO Small Value Taxable iShares Russell
Any thoughts on these funds as far as filling a mid cap core portion of your portfolio ? Both funds seem to lean towards a balanced/value approach, which I like. Thanks, Will
is short. However, the fund has behaved as expected. Its strategy, the same one used for years at Perkins Mid Cap Value JMCVX and Perkins Small Cap Value JSCVX, focuses on companies with strong balance sheets and consistent earnings. That's helped
Willing to build relatively large sector weightings.Management will patiently let cash build if it finds few compelling ideas, so it's not a good choice for investors who want to always be fully invested.Assets have grown considerably in recent yearsStrong pretax and aftertax returns.Modest
Which one looks better: MXMGX or JMCVX The second one is a Janus fund, which I've heard are bad. I'm 26. Thanks.
this fund is hardly tiny, but it's a fraction of the size of other top mid-cap value funds , such as Perkins Mid Cap Value JMCVX , Artisan Mid Cap Value ARTQX , and Vanguard Selected Value VASVX . That's a real head scratcher because for as good as those
funds. Feel free to agree or disagree. Thanks. Currently, I hold: DODIX * VBISX* VWELX * FSICX BERIX * UMBWX * FLPSX FCNTX JMCVX * VIPSX FLTMX GIM PAUDX PSVIX In addition, what percentage of a portfolio should someone devote to a "core" holding? 10
Premium subscribers can click here to run the same screen I did. Here are some of the highlights. Janus Mid-Cap Value JMCVX In general, we'd urge investors to think twice about adding to funds in the mid-value group right now, given that this