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Fund Spy

Give Small Fund Shops a Chance

Why it's worth looking beyond the giants.

A new year is approaching, and you know what that means: Time to make resolutions. Here's one idea that doesn't involve calorie counts or treadmills: Give more consideration to small shops and lesser-known funds than you may have in the past.

Not every small fund is notable. In many cases, an unheard-of fund deserves its anonymity. But plenty of worthwhile offerings are out there, with few assets and fewer distractions, just waiting to be discovered. Give them a shot.

The Challenge
Of course, some funds from the major complexes have earned their place in the sun. But that's not the only reason so many lesser-known firms are in the shadows. It's tough for investors to break through the deluge of advertising and media coverage that keeps big shops in the public eye. In addition, many investors have long and established relationships--both personal and technological--with one or a handful of large fund shops and thus feel that searching elsewhere for some minnow isn't worth the effort. The giants also can afford fleets of wholesalers to make regular contact with advisors.

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