Sentences with phrase «combination of small cap stocks»
Davenport Small Cap Focus Fund will seek long - term capital appreciation by investing in a combination of small cap stocks and ETFs focusing on such stocks.
http://www.mutualfundobserver.com/ Not exact matches
The Russell 2000 includes approximately 2000 of the smallest U.S. common stocks based on a combination of their market cap and current membership in the Russell 3000.
On average, the 15 - year compound returns were 14.8 % for international small - cap blend stocks, versus 11.8 % for the S&P, and 13.6 % for a combination of these two asset classes, with annual rebalancing.
The risk of this combination, I should add, was lower (measured by standard deviation) than that of either U.S. or international small - cap blend stocks by themselves.
Michael Kitces presents these dueling return graphs for a stock / bond portfolio (top) versus a stock portfolio (bottom) containing a combination of large and small cap stocks.
The Fund's combination of different portfolios and preferred stocks and similar securities, provides access to a wide range of securities, from U.S. to foreign and small - to large - cap companies, incorporating value and growth styles.
Save enough money in this account to either purchase a total stock market index fund or a combination of large cap, medium cap, and small cap index funds.