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  1. Index, Active, or Both: 8 Questions to Help You Decide

    Headlines

    Sun, 19 Apr 2015

    course, there are also active funds that tend to deliver fairly pure exposure to specific market segments; T. Rowe Price Mid - Cap Growth RPMGX is a good example of a fund that has generally hewed closely to its namesake stocks, as evidenced by its

  2. Overlooked Opportunities in International Real Estate

    Headlines

    Fri, 17 Apr 2015

    is designed to measure large- and mid - cap market performance across 15 developed ..... the performance of the large- and mid - cap segments of the U.S. and Canada ..... index designed to measure large- and mid - cap market performance across five developed

  3. BRIEF-Caixa Economica Montepio Geral receives 200 mln euros loan from EIB

    Headlines

    Thu, 16 Apr 2015

    * Reported on Wednesday that the European Investment Bank (EIB) had lent it 200 million euros ($213 million) to finance small and mid - cap companies in Portugal

  4. Here Be Dragons?

    Headlines

    Wed, 15 Apr 2015

    million to $1.5 billion. For investors who have most of their assets allocated to U.S. equities and to large- and mid - cap stocks, the International Opportunities Fund offers the potential of significant diversification benefits. With the ability

  5. Gearing Up for Recovery in Asia

    Headlines

    Tue, 14 Apr 2015

    Investment Research as of Jan. 31, 2015. MXEU stands for MSCI European Index. The MSCI European Index captures large and mid cap representation across 15 Developed Markets (DM) countries in Europe. The index is computed using the net return, which

  6. Detecting Target-Date Series' Biases

    Headlines

    Tue, 14 Apr 2015

    The American Century One Choice series displays above-average positions in both U.S. large cap and U.S. small/ mid - cap , but its non-U.S. developed exposure falls 8 percentage points below the norm, on average. American Century has

  7. Cream of the Crop: Our Favorite Funds in All Flavors

    Video Reports

    Thu, 9 Apr 2015

    strategy is more or less permanently altered because of its size. The fund, in the past, had a big emphasis on small- and mid - cap stocks. It has been successfully playing in large caps, but its strategy is meaningfully different from what it was

    Mid Cap found at 10:40

    The fund, in the past, had a big emphasis on small- and mid - cap stocks. It has been successfully playing in large caps, but its strategy is meaningfully different from what it was in the past.
  8. Bucket Portfolios for Retirement Income: Step by Step

    Video Reports

    Wed, 8 Apr 2015

    on small caps here. The investor in the Total Stock Market Index Fund (VTSMX) is certainly getting some small- and mid - cap exposure, but it's not a big thrust for this particular portfolio. We've also included what I would consider kind

    Mid Cap found at 29:59

    Total Stock Market Index Fund (VTSMX) is certainly getting some small- and mid - cap exposure, but it's not a big thrust for this particular portfolio. We've also included what I would consider kind of a noncore
  9. Are Emerging Markets a Buy?

    Headlines

    Wed, 8 Apr 2015

    reside in Morningstar's foreign large-cap or small-/ mid - cap categories reveal that these funds were generally more ..... Artisan International Small Cap--the sole small-/ mid - cap foreign-stock offering to earn a Gold medal--had

  10. Expense ratios in Principal Funds: different 401k plan v retail

    Commentary

    Fri, 3 Apr 2015

    my employer for the same fund. Specifically, Large Cap S&P 500 is 0.72 from employer, 0.41 direct from them. Mid Cap S&P 400 is 0.72 from employer, 1.04 direct. Small Cap S&P 600 is 0.72 from employer, 0.20 direct. Thomas

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