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Top-Performing Midcap Funds

FYI: The performance of midcap-stock mutual funds has run a close second to small-cap funds' in the past 15 years.
Regards,
Ted
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Enlarged Graphics: http://news.investors.com/photopopup.aspx?path=WEBlv121814.png&docId=731132&xmpSource=&width=1000&height=1152&caption=&id=731133

Comments

  • Ted...I don't recall there being such a variance in YTD performance of "top" funds in any main stream equity category.

    The divergence of YTD performance is fascinating.
  • Those are IBD's top mid cap funds?

    ACMVX is up 14.73% YTD according to M*. Guess they didn't pay enough to get mentioned.
  • @John Chisum: If I new where you lived, I'd send you a holiday greeting card. IBD only considered funds that were at least fifteen years old, ACMVX is only ten. You need a little work on graphic reading.
    Regards,
    Ted
  • Why do you suppose NICSX is not listed?
  • NICSX's annualized 15 year return is 6.78% as of today (Dec 18th), well below SMCDX's 11.47% at the bottom of the linked chart. It's a fine fund, though I've wondered for several years how long A. Nicholas will keep going (he's worked in the industry since the 50s - okay, the late 50s).
  • d'oh! Thanks; I shoulda checked. Did not realize it was paltry.

    Also did not realize he was still so involved. Shoulda checked lots of things before suggesting.

    www.nicholasfunds.com/news/LA_Times-Nicholas-Fund.pdf

    My late father suggested it to me in college or grad school 40+ years ago, and I held it for a while but then got impatient, d'oh.
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