… possible. Currently, I invetsted 20% PTRAX ; 20% VBTSX; 10% VIFSX;10% VIMSX; 10% VSISX;10%VTSGX;5%BGRFX;5% SSMVX ; 5%JIGRX.5%PABGX. I have additional funds avaliable and I am not sure if I should invest them, too. They are TRVRX …
… real estate, and some popular funds have much more exposure than that. For example, Wells Fargo Advantage Small Cap Value SSMVX has nearly 11% of its portfolio in real estate. If you're unsure how much real estate is in your portfolio, you can use …
… Lg val 380.5 10.3 21 6 Wells Fargo Adv Sm Cap Value ( SSMVX ) Sm bl 4551.5 9.75 95 91 Oppenheimer Intl Small Co (OSMAX ..... February 2009 .) Similarly, Wells Fargo Advantage Small Cap Value SSMVX and its sibling, Small/Mid Cap Value SMMVX, were also on …
… PTRAX, Pimco Low Duration PLDAX, Perkins Mid Cap Value JMCVX, Artisan Mid Cap Value ARTQX, Wells Fargo Adv Small Cap Value SSMVX and the Dodge and Cox international fund DODFX. What do you all think of these offerings? We are both in our early 50s and …
… For the patient investor with a long time horizon, this fund is a compelling choice. Wells Fargo Advantage Small Cap Value SSMVX This fund latched its doors for six years before it reopened in January 2010. Unfortunately, the fund's performance was …
A growing asset base is something to watch closely.Manager concentrates picks in a few sectors and lets winning stocks ride, both of which can add to volatility.The fund has earned an excellent record versus its typical peer since its late-1997 inception.Consistent strategy has worked well in
… funds. Today, those standout managers from Strong Capital, including Charles Rinaldi of Wells Fargo Advantage Small Cap Value SSMVX and Lyle Fitterer of Wells Fargo Advantage Ultra Short-Term Municipal Income SMUAX, have stayed in place and continued to …
A growing asset base is something to watch closely.Manager concentrates picks in a few sectors and lets winning stocks ride, both of which can add to volatility.The fund has earned an excellent record versus its typical peer since its late-1997 inception.Consistent strategy has worked well in
… collection of Strong funds including International Stock STISX, Growth SGROX, Asia Pacific SASPX, and Advisor Small-Cap Value Z SSMVX . You could set up alerts to just check in monthly to see what the funds' ratings are. This alone wouldn't suffice for portfolio …
… Blend -- (SMCDX, CHTTX, WPFRX, PBMCX, GTSGX, MPGFX, PARNX, M$-CED, CCEVX) Smallcap Value-- (WMCVX*, RYLPX, SSMVX *, RYPNX, TCSVX*, BSCVX*, and not open in '98 with positive returns in '99, 2000 & 2001--BPSCX, RYSFX, SCMVX …