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Big-Cap Stock Funds Tend To Lag

TedTed
in Fund Discussions
FYI: Though large-cap stock mutual funds are outperforming this year, they have trailed their small- and midcap counterparts the past 15 years.
A $10,000 investment in the average big-cap fund on Sept. 30, 1999, would have grown to $19,404. The same investment would have grown to $39,477 in midcap funds, $42,472 in small-cap funds and $21,566 in the S&P 500, according to Morningstar Inc. data.
Regards,
Ted
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Comments

  • jerry
    Past performance is not encouraging for trying to picka large cap fund.. it does seem to me that buying an index fund for large cap with or without a focused fund is the way to go
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