Comments on: Large Cap vs. Mid Cap vs. Small Cap Mutual Funds

By: 7 Myths About S&P 500 Index Funds

7 Myths About S&P 500 Index Funds — Sun, 03 Aug 2008 15:32:58 +0000

[...] #1. S&P 500 Index Funds Invest in the 500 Largest Companies: The S&P 500 is comprised of large cap companies, but it is not just the largest 500 companies. Rather, the companies comprising the S&P 500 [...]

By: Asset Allocation–A Guide to Building a Diversified Investment Portfolio

Asset Allocation–A Guide to Building a Diversified Investment Portfolio — Tue, 15 Jul 2008 10:54:21 +0000

[...] Large Cap v. Mid Cap v. Small Cap Funds [...]

By: Asset Allocation in Action–Small Cap vs. Large Cap Mutual Funds

Asset Allocation in Action–Small Cap vs. Large Cap Mutual Funds — Tue, 15 Jul 2008 10:48:21 +0000

[...] money management tips, tools and resources. Thanks for visiting!As we saw in Day 2 of this series, small cap stocks historically have enjoyed higher returns than large cap stocks. From 1926 to 1998, small caps have [...]

By: My Virtual Library

My Virtual Library — Wed, 20 Feb 2008 11:20:21 +0000

[...] relationships to the index were inconsistent over time. Interestingly, the author concluded that large cap value provided more diversity than large cap growth, and that small cap value provided more [...]

By: A Cautinonary Tale: The importance of asset location when 'bad' investors head for the exits | The Dough Roller

Fri, 28 Dec 2007 15:11:57 +0000

[...] accounts. Following this strategy, I’ve put all my bond funds, REIT funds, and most of my small cap funds in retirement accounts. And what has happened to REIT mutual funds this year offers a hard lesson [...]

By: Asset Allocation in Action–Small Cap vs. Large Cap Mutual Funds » The Dough Roller

Tue, 14 Aug 2007 09:01:00 +0000

[...] 12 of 12 in the series, Beginner’s Guide to Asset Allocation. As we saw in Day 2 of this series, small cap stocks historically have enjoyed higher returns than large cap stocks. From 1926 to 1998, small caps have [...]

By: Value vs. Growth Funds » The Dough Roller

Value vs. Growth Funds » The Dough Roller — Tue, 03 Jul 2007 10:20:54 +0000

[...] the series, The How-to Guide to Asset Allocation and Picking Funds. The last article in this series covered the market cap of funds, asking whether size matters. Today we look at the difference between value and growth funds. So [...]

By: Frugality, Debt Management, Retirement: My Weekly Personal Finance Links by FILAM Personal Finance

Sun, 01 Jul 2007 23:28:44 +0000

[...] The Dough Roller talks about Large Cap vs. Midcap vs Small Caps Mutual funds�- [...]

By: Making the Most of Morningstar: Determining the Market Cap of a Portfolio : The Dough Roller

Fri, 29 Jun 2007 11:52:32 +0000

[...] the series, Making the Most of Morningstar. Does size matter? In the series on asset allocation, we talked about the importance of the market capitalization (or market cap, for short) of a fund or [...]

By: Stock vs. Bond Funds : The Dough Roller

Stock vs. Bond Funds : The Dough Roller — Tue, 26 Jun 2007 21:55:26 +0000

[...] Tomorrow–Day 2: Large Cap v. Mid Cap v. Small Cap Funds [...]