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  1. Birchcliff Energy: Dramatically Oversold And Offering 50% Upside

    Headlines

    Mon, 20 Oct 2014

    By Michael Fitzsimmons : Shares of Alberta, Canada based mid - cap Birchcliff Energy (OTCPK: BIREF ) have dropped ~40% from the $13.76 high set in June. Considering the company is growing

  2. An Aggressive Retirement Saver Portfolio

    Headlines

    Sun, 19 Oct 2014

    POGRX 20%: Oakmark Fund OAKMX 15%: Diamond Hill Small- Mid Cap DHMIX 30%: Dodge & Cox International Stock DODFX 7 ..... exposure. The portfolio tilts more heavily toward small- and mid - cap stocks than is the case with a broad market index fund

  3. What Great Rotation?

    Headlines

    Fri, 17 Oct 2014

    stocks signals investors are moving toward a more defensive stock exposure. The S&P 400 mid - cap stock index, whose ETF is iShares Core S&P Mid - Cap ( IJH ), and the Consumer Discretionary Select Sector SPDR ( XLY ) have broken below

  4. Another New Guy's First 401K

    Commentary

    Thu, 16 Oct 2014

    elections right now: 50% FOCPX (Large Growth) 20% FLPSX ( Mid Cap ) 20% FIGRX (International) 10% FTHRX (Bond) Now ..... and how should I incorporate my current well reviewed mid - cap fund in the equation.... 2. I have recently found

  5. Sanchez Energy At $80 Oil

    Headlines

    Wed, 15 Oct 2014

    their bills and remaining profitable with realized oil prices around $80 per barrel. Sanchez Energy (NYSE: SN ), a mid - cap oil producer focused on the Eagle Ford, has not been an exception to this fear. SharpCharts.com As a shale pure-play

  6. 401 K contribution

    Commentary

    Mon, 13 Oct 2014

    Johnson & Johnson 1.74 JPMorgan Chase & Co 1.64 Wells Fargo & Co 1.62 Comcast Corp 1.13 Berkshire Hathaway Inc 1.11 Mid Cap Fund- 10% TOP HOLDINGS Name % of Fund JPMorgan US Government Money Market Fund;Capital 1.40 Lincoln National Corp

  7. 401K Allocation Input

    Commentary

    Wed, 8 Oct 2014

    02% Dodge & Cox Stock Fund (DODGX) Large Cap Value 0.52% Fidelity® Low-Priced Stock Fund – Class K (FLPKX) Mid Cap Blend 0.68% T. Rowe Price New Horizons Fund (PRNHX) Small Cap Growth 0.80% Vanguard Small-Cap Value Index Fund

  8. 401K Allocation Input

    Commentary

    Wed, 8 Oct 2014

    02% Dodge & Cox Stock Fund (DODGX) Large Cap Value 0.52% Fidelity® Low-Priced Stock Fund – Class K (FLPKX) Mid Cap Blend 0.68% T. Rowe Price New Horizons Fund (PRNHX) Small Cap Growth 0.80% Vanguard Small-Cap Value Index Fund

  9. The State of Small-Cap Valuations and Holding High-Confidence Names

    Headlines

    Tue, 7 Oct 2014

    read the prospectus carefully before investing or sending money . Royce Value Fund invests primarily in small- cap and mid - cap stocks, which may involve considerably more risk than investing in larger-cap stocks. In addition, as of 6/30

  10. Benz: 5 Fund Types I'd Like to See More Of

    Video Reports

    Mon, 6 Oct 2014

    Box know there are large-cap, mid - cap , and small-cap areas of that box ..... frontier between the small- and the mid - cap boxes. Benz: That's right. And ..... when you think about small- and mid - cap stocks, they take up somewhat less

    Mid Cap found at 4:29

    who are familiar with the Morningstar Style Box know there are large-cap, mid - cap , and small-cap areas of that box. And you say it'd be great if there were more funds that crossed the frontier between the small- and the mid - cap boxes. Benz: That's right. And there are certainly some funds that do that. But one reason I like that vehicle type is because it gives the investor fewer moving parts to deal with. So, when you think about small- and mid - cap stocks, they take up somewhat less than 30% of the total global market capitalization. So, I think it makes sense for investors to try to hit the small- and mid - cap squares with perhaps a single fund. I also think that it gives active managers--to the extent that you own an active manager in this space--a little more flexibility. If you own maybe a fund that is primarily small cap oriented, you are giving the manager latitude to own mid - cap stocks. And it can also reduce tax and transaction costs incurred by that portfolio if the manager isn't having to periodically sell
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