Tag Archives: Steady
Slow and Steady Wins Da Race! Scan for the 25th
If you’re not already in .. JOIN US IN LIVE CHAT! I put some warnings out in the chat today …. as you know last week and the week before we CLEANED up on these low floaters…. they…
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3 Small-Cap Funds Delivering Steady Performance
NEW YORK (TheStreet) — Small stocks were clobbered during the volatile markets of last year. In the third quarter, small blend funds lost 21%, according to Morningstar. For 2011, the funds lost 4.1%, trailing the S&P 500 by 6 percentage points.
Investors should not be surprised by the turbulent performance of small-cap funds. Many academic studies have shown that small-cap funds can be more volatile than large stocks. During rough times panicked investors can suddenly dump little-known small stocks and take refuge in giant blue chips, which seem like safer bets.
Although they come with risk, small stocks belong in nearly every portfolio because they can deliver strong long-term returns. Small-cap funds have ranked as one of the top-performing categories in recent years. During the past 10 years, small value funds returned 7.7% annually, outdoing the S&P 500 by four percentage points.
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8 Steady Large-Cap Funds to Watch
NEW YORK (TheStreet) — It is not surprising that investors have been pouring into Yacktman Focused Fund.
During the past 10 years, the fund returned 11.5% annually, outdoing the S&P 500 by 7 percentage points and ranking as the top-performing large value fund, according to Morningstar. But investors who are ready to buy Yacktman should understand that the fund does not top the charts every year. In fact, Yacktman finished in the bottom half of its category in five of the last 10 years. In 2005, the fund trailed 98% of its peers.
The erratic performance is hardly unusual. The huge majority of funds suffer off years when managers make mistakes or their styles run cold. But a small number of funds have produced consistent track records, finishing in the top half of their categories in at least 8 years out of the last 10. Among the large-cap funds that pass the test are Amana Trust Income, Fidelity Contrafund, Fidelity OTC, Gabelli Equity Income AAA, Manning & Napier Pro-Blend Maximum Term, MFS Growth, and Sentinel Common Stock.
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