Sentences with phrase «limited small cap fund»

The question for most of us is whether such a geographically limited small cap fund ever makes sense.

Not exact matches

Use limit orders to trade funds such as the First Trust Small Cap Value AlphaDEX Fund (FYT), due to their double - digit market spreads.

Royce Small Cap Value Fund is among a limited group of actively managed funds that has justified its fees over time through high quality asset allocation, the only reason to pay fees above the ETF benchmark.

with regards to Australian Fund now ASX listed, is the ability to be discreet with small cap illiquid investments now more time limited?

An investment in the Gator Focus Fund is subject to special risks including but not limited to, small and mid cap companies securities risk which is subject to the potential for increased volatility as a result of investing in securities that are more volatile compared to investments in more established companies.

3As described in the Fund's current prospectus dated May 1, 2009, Parnassus Investments has contractually agreed to limit the total operating expenses (exclusive of acquired fund fees and expenses) to 0.99 %, 0.99 %, 0.78 %, 1.20 %, 1.20 %, 1.20 % and 0.87 % of the net assets of the Parnassus Fund, the Parnassus Equity Income Fund — Investor Shares, the Parnassus Equity Income Fund — Institutional Shares, the Parnassus Mid-Cap Fund, the Parnassus Small - Cap Fund, the Parnassus Workplace Fund, and the Parnassus Fixed - Income Fund, respectively until May 1, 2Fund's current prospectus dated May 1, 2009, Parnassus Investments has contractually agreed to limit the total operating expenses (exclusive of acquired fund fees and expenses) to 0.99 %, 0.99 %, 0.78 %, 1.20 %, 1.20 %, 1.20 % and 0.87 % of the net assets of the Parnassus Fund, the Parnassus Equity Income Fund — Investor Shares, the Parnassus Equity Income Fund — Institutional Shares, the Parnassus Mid-Cap Fund, the Parnassus Small - Cap Fund, the Parnassus Workplace Fund, and the Parnassus Fixed - Income Fund, respectively until May 1, 2fund fees and expenses) to 0.99 %, 0.99 %, 0.78 %, 1.20 %, 1.20 %, 1.20 % and 0.87 % of the net assets of the Parnassus Fund, the Parnassus Equity Income Fund — Investor Shares, the Parnassus Equity Income Fund — Institutional Shares, the Parnassus Mid-Cap Fund, the Parnassus Small - Cap Fund, the Parnassus Workplace Fund, and the Parnassus Fixed - Income Fund, respectively until May 1, 2Fund, the Parnassus Equity Income Fund — Investor Shares, the Parnassus Equity Income Fund — Institutional Shares, the Parnassus Mid-Cap Fund, the Parnassus Small - Cap Fund, the Parnassus Workplace Fund, and the Parnassus Fixed - Income Fund, respectively until May 1, 2Fund — Investor Shares, the Parnassus Equity Income Fund — Institutional Shares, the Parnassus Mid-Cap Fund, the Parnassus Small - Cap Fund, the Parnassus Workplace Fund, and the Parnassus Fixed - Income Fund, respectively until May 1, 2Fund — Institutional Shares, the Parnassus Mid-Cap Fund, the Parnassus Small - Cap Fund, the Parnassus Workplace Fund, and the Parnassus Fixed - Income Fund, respectively until May 1, 2Fund, the Parnassus Small - Cap Fund, the Parnassus Workplace Fund, and the Parnassus Fixed - Income Fund, respectively until May 1, 2Fund, the Parnassus Workplace Fund, and the Parnassus Fixed - Income Fund, respectively until May 1, 2Fund, and the Parnassus Fixed - Income Fund, respectively until May 1, 2Fund, respectively until May 1, 2010.

Due to rising valuations in the mid cap and small cap space, more mutual fund companies with mandate to invest in these stocks, are limiting investments into them, the latest being Mirae Assets Emerging Bluechip Ffund companies with mandate to invest in these stocks, are limiting investments into them, the latest being Mirae Assets Emerging Bluechip FundFund.

Paul reflects on the main topics of the meeting, including what research Jack trusts, why he limits his recommendations to U.S. large cap companies, why the S&P 500 fund offering was almost cancelled, how much luck had to do with his success, why so many people happily under - perform the S&P 500, why he doesn't think adding extra small cap value is a mistake for most investors, and how Vanguard and DFA clients differ.

We're limited to about 20 funds and I've got myself covered in terms of allocating my funds among large cap, bonds, mid-cap, and small.

If they do a good job, their microcap stocks soon become small caps, their small caps become midcaps, and both are at risk of being ejected from the capitalization - limited Grandeur Peak funds.

Zacks Small - Cap Core Fund (ZSCCX) has raised its upper market cap limit to $ 10.3 billion, which hardly sounds small cap atSmall - Cap Core Fund (ZSCCX) has raised its upper market cap limit to $ 10.3 billion, which hardly sounds small cap at aCap Core Fund (ZSCCX) has raised its upper market cap limit to $ 10.3 billion, which hardly sounds small cap at acap limit to $ 10.3 billion, which hardly sounds small cap atsmall cap at acap at all.

This is the why we were in larger - cap funds and shorting small - cap stocks: because this would have created a nice lower risk return in a low yield environment not tied to rate fluctuations with limited stock market downside as you earn the gap between these two performance streaks.

The 401k probably has a fairly limited number of choices: maybe an index fund, a few domestic large caps, a few small to mid caps, a few bond funds, and maybe an international fund or two.