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Top Performing Large Cap Funds Makes Some Headway

FYI: Large-cap stock mutual funds have trailed small- and midcap funds for much of the past 15 years.
How much would you have in your account now if you had invested $10,000 in the average large-cap fund on Dec. 31, 1999? You'd have $16,641 as of Jan. 9 this year, according to Morningstar Inc. data.
That's way below the $37,371 that the average small-cap mutual fund would have generated in that time and the $34,806 that the average midcap fund would have returned.
Regards,
Ted
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Enlarged Graphic;
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Comments

  • My Large Cap funds are averaging 10% year for last 10 years, that's all I ask, and collecting those additional shares from Divs.....Growth at best/low risk investing...fine
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