
Growth & Income PGRWX 29,870 1.45 Taxable: Putnam Global Health Care PHSTX 34,766 1.69 Taxable: RS Small Cap Growth RSEGX 122,701 5.97 Amy's IRA: Cash 21,925 1.07 N/A Amy's IRA: Natixis CGM Advisor Targeted NEFGX 31,824 1.55 Amy
the end of June 2005. Because the figures are annualized, even a gap of 1.00% can be huge over time. RS Emerging Growth RSEGX vs. Putnam OTC Emerging Growth POEGX Jim Callinan left Putnam for RS in the summer of 1996. Back then Putnam was talking about
Focus on small firms in fast-changing industries ties the fund's fortunes to companies that often cope with rapid change and the threats of obsolescence and funding shortfalls, among other hurdles.Focus on high-priced stocks exposes the fund to considerable downside risk if management's picks
Small Cap Growth took over for Ziehl.USAGPSCXSupporting PlayerSupportingThis closed fund will be run like RS Small Cap Growth RSEGX going forward. The team here looks for companies growing revenues or earnings at 20% or better per year. Among those, the
are relatively small. RS Small Cap Equity is on track. This closed fund is now essentially a clone of RS Small Cap Growth RSEGX . At the beginning of 2010, manager Allison Thacker explains there was about a 97% overlap between this fund and its close
Focus on small firms in fast-changing industries ties the fund's fortunes to companies that often cope with rapid change and the threats of obsolescence and funding shortfalls, among other hurdles.Focus on high-priced stocks exposes the fund to considerable downside risk if management's picks
about the stocks, we could capture more alpha on a particular name. So in early 2007, we moved our small-cap growth fund, RSEGX , into this model. Subsequently, that sprang the select growth fund, RSDGX. We've really seen strong improvement in performance
tech-fund category norm.In 2004, RS settled charges that it allowed market-timers to rapidly trade RS Emerging Growth RSEGX in violation of its prospectus.MSFTStrategy works well in hospitable markets for tech stocks, and a similar one worked well
of reduced downside risk. For example, this fund should be able to weather downturns better than sibling RS Emerging Growth RSEGX because of the higher-quality companies (in terms of returns on equity and margins) in this portfolio. But this fund was
Emerging Growth vs. Putnam OTC Emerging Growth Winner: RS Emerging Growth When Jim Callinan left Putnam for RS Emerging Growth RSEGX in 1996, Putnam's spin was that the fund's success was all about teams and process. People didn't matter. With hindsight