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  1. Strong Value Funds With Dry Powder

    Headlines

    Wed, 24 Dec 2014

    thresholds ($1.5 to $2 billion in total assets managed in this style). Vanguard Selected Value VASVX Category: Mid - Cap Value | Analyst Rating: Gold | Cash position as of Sept. 30: 10.3% This fund has a trio of value firms picking stocks

  2. Rollover IRA (Traditional) question

    Commentary

    Tue, 23 Dec 2014

    71), that I could get a bit more aggressive and include more stock funds, particularly mid - cap , since I'm underweight in that allocation. The mid cap index funds look particularly attractive (growth, blend, or value) as they have very

  3. A Global-Stock Fund That Inspires Confidence

    Video Reports

    Tue, 23 Dec 2014

    small, managers Clyde McGregor and Rob Taylor tend to own a compact portfolio of 40 to 50 stocks, and they will own more mid - cap stocks than the typical world-stock manager. Now, McGregor and Taylor run this fund much like their Oakmark colleagues

    Mid Cap found at 0:29

    compact portfolio of 40 to 50 stocks, and they will own more mid - cap stocks than the typical world-stock manager. Now, McGregor and Taylor run this fund much like their Oakmark colleagues in that they are
  4. From Barron’s, December 22, 2014 (Part 2)

    Commentary

    Sat, 20 Dec 2014

    value PFPFX runs a low turnover, concentrated portfolio of 25-35 stocks. Almost 40% of the portfolio is in small/ mid - cap stocks. Previously, he was with Capital Research/American Funds . http://online.barrons.com/articles/seeing

  5. Key Themes for 2014

    Commentary

    Sat, 20 Dec 2014

    year for stocks, especially in the U.S. The S&P 500 finished the year up slightly north of 30 percent. Small and mid - cap stocks fared even better. Bonds, on the other hand, were plagued by rising interest rates making for a very flat year for most bond categories

  6. T. Rowe Price Remains on Top

    Headlines

    Thu, 18 Dec 2014

    Opportunities given liquidity constraints. T. Rowe has a good record of closing funds, including its prominent small- and mid - cap equity funds, T. Rowe Price Capital Appreciation PRWCX, and its existing high-yield bond fund, so there's precedent

  7. Are Lower Oil Prices Here to Stay?

    Headlines

    Wed, 17 Dec 2014

    attractive to us, as you would expect. We tend to be growth-oriented investors, which can lead us toward small- and mid - cap names in the sector. Some have been harder hit—but may also be presenting some of the good opportunities, in our

  8. 3 Active Funds That Complement the S&P 500

    Headlines

    Wed, 17 Dec 2014

    exposure, and it's also light on mid - cap exposure relative to a total stock ..... either. GoodHaven GOODX Category: Mid - Cap Blend | Analyst Rating: Bronze This ..... have all emphasized small- and/or mid - cap stocks, this is the only large

  9. The Winners and Losers of U.S. Equity Funds in 2014

    Headlines

    Tue, 16 Dec 2014

    Micro Cap DFSCX is of 1%. Winner: Mid - Cap Value Funds at the Higher End of Mid-Caps Not many Mid - Cap Value funds had impressive returns, but American Century Mid Cap Value ACMVX and JPMorgan Mid Cap Value

  10. 401k election help

    Commentary

    Mon, 15 Dec 2014

    Oppenheimer Dvlping Mrkts SA3D - 10% Delaware Small Cap Core SA2C - 25% AmerFunds Wash Mutual Inv SA1U - 25% Fidelity Mid Cap SA2H - 25% I basically chose more aggressive ones based on the profiles provided and showed they invested in stocks both

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