Sentences with phrase «similar small cap funds»

Not exact matches

Over the past year, the average U.S. large - cap growth fund has risen 18.2 %, while the average U.S. large - cap value fund is up 10.4 %... from 2003 through 2013, the average gap between the two styles of stock - picking for large - cap stocks was 0.75 percentage point... it's a similar story among small - company stocks, where growth - stock funds -LSB-...] are up 16 % over the past year.

Wilmington's small, expensive, risky, underperforming Large - Cap Growth Fund (VLCPX) and regrettably similar Large - Cap Value Fund (VEINX) have each been closed to new investors and are both being liquidated around June 20th.

On March 24, 2016, Sentinel Mid Cap Fund (SNTNX) will be absorbed by Sentinel Small Company Fund (SAGWX), which have «identical investment objectives and similar investment strategies.»

Standard investment trust risks apply — the fund may decline in value, trade at a persistent discount to NAV or fail to outperform a similar passive small cap index fund.

To approximate the total stock market, an investor can match the Schwab 1000 (SNXFX) up with the Schwab Small Cap Index Fund (SWSSX) or a similar small - cap Small Cap Index Fund (SWSSX) or a similar small - cap fuCap Index Fund (SWSSX) or a similar small - cap fFund (SWSSX) or a similar small - cap small - cap fucap fundfund.

My 92 % in equities is similar to the large / mid / small cap allocation of the VTSMX fund.

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.

Although the funds have similar holdings of large, mid, and small company stocks, they track entirely different indices (the S&P / TSX Capped Composite Index vs. the FTSE Canada All Cap Index), making them arguably different enough to avoid the superficial loss rules.

For comparison purposes, we'll evaluate its returns against those of the similar DFA Emerging Markets Small Cap Fund (DEMSX).

They all have very similar asset class exposure and are all more small cap and value oriented than the Vanguard Small Cap Value Fund (VIsmall cap and value oriented than the Vanguard Small Cap Value Fund (VISVcap and value oriented than the Vanguard Small Cap Value Fund (VISmall Cap Value Fund (VISVCap Value Fund (VISVX).

This allows for more growth, similar to what you see in small or mid cap funds.