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FYI: This year has felt like a hangover for owners of small-cap stock funds. On several occasions, small-cap stocks have dipped by more than 7 percent in just a matter of weeks. All told, they're close to flat for the year, a letdown from 2013 when they surged 37 percent. And the performance looks even worse when compared with large-cap stocks, which are up 11 percent. The last time small-caps had this bad a year relative to large-caps was when Google was still operating out of a garage in 1998. Regards, Ted http://bigstory.ap.org/article/627fba8bec31447aa05828863df05165/have-small-cap-stocks-suffered-enough
Perhaps 2015 will be a good year for domestic small and mid caps. With this, I am still keeping my small/mid cap sleeve in tack and might do a little buying when they start to take command over their large cap cousins. Year-to-date my small/mid cap sleeve has return about 1.5% and over a full twelve month period about 5.5%.
I too am keeping my small and mid cap funds be, have both FSCRX and HDPSX. I halved the Fidelity one this year based on aum was so high, transferring proceeds to the Hodges Small Cap. Each has done a bit over 1%. However, two small cap stocks played have done well, but I limit these trading stocks to small % of total.
Comments
Old_Skeet
http://funds.us.reuters.com/US/funds/charts.asp?YYY622_QweqhG9BVqMjLq1UbSfPqxuZTH3KwZb8EX/lL+8rQLeBIUNkKQFwB5o7GLCU2v+g
MSCFX:
http://funds.us.reuters.com/US/funds/overview.asp?symbol=MSCFX
NAESX:
http://funds.us.reuters.com/US/funds/overview.asp?symbol=NAESX