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What's In Your Small-Cap Fund? Value Is Tops

TedTed
in Fund Discussions
FYI: Small-cap value stock mutual funds have outperformed their core and growth counterparts over the past 15 years.

Their strength can be seen in what would happen to a $10,000 investment begun on Dec. 31, 1999. The average small-cap value mutual fundwould have turned that investment into $58,417 by Feb. 18 this year, according to Morningstar Inc. data.

The same sum placed in the average small-cap core fund, which invests in both growth and value stocks, would have increased to $49,822. Those investing in the average small-cap growth fund would be looking at $19,511. The S&P 500's result? $19,071.
Regards,
Ted
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Enlarged Graphic:
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Comments

  • beebee
    Recent screened these two SC funds:

    PCKDX...Pimco Small Cap StocksPLUS® AR Strategy D
    JATTX... Janus Triton Fund
  • dicksonL
    edited February 2015
    not going back. Had JATTX later morphed into JANIX for about 6-7 years and moved to vsmax @vanguard last year- after 1 year of change of guard
  • LLJB
    So even if you believe in the value premium, shouldn't this outsized difference start reverting to the mean at some point? I'm not sure why now would be that point, but the difference is so big for so long that at some point it seems like any self-respecting contrarian would have to start fading it.
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