Sentences with phrase «small cap growth»

The MainStay VP Eagle Small Cap Growth - Service Class and MainStay VP Janus Balanced - Service Class impose a 12b - 1 fee.

New allocations to the MainStay VP Eagle Small Cap Growth - Initial Class or MainStay VP Janus Balanced - Initial Class Investment Divisions will not be accepted from Policyowners who were not invested in the MainStay VP Eagle Small Cap Growth - Initial Class or MainStay VP Janus Balanced - Initial Class Investment Division on February 17, 2012.

For existing Policyowners, if you remove all of your Accumulation Value from the MainStay VP Eagle Small Cap Growth - Initial Class or MainStay VP Janus Balanced - Initial Class Investment Divisions on or after February 17, 2012, you will not be able to reinvest in these Investment Divisions.

Jennifer Fo Cardillo and Slava Kruzement will be named interim co-managers on Fidelity Small Cap Growth Fund.

Execution postponed: back in February 2016, the Board of $ 95 million ASTON Small Cap Fund (ATASX) moved to appoint GW&K Investment Management, LLC as subadviser to the fund in anticipation merging it into the year - old, $ 1.5 million AMG GW&K Small Cap Growth Fund (GWGIX).

In 2010, Jacob Investment Management decided to acquire Rockland Small Cap Growth Fund, a dying small cap fund with a terrible record and rechristen it as their own.

Prior to joining SIMG in 2004, Ryan had been at AIM Capital Management since 1994, where he was a Senior Portfolio Manager for the AIM Small Cap Growth Fund and the team leader for the small / mid-cap gro

Fidelity Funds Update: Fidelity Small Cap Growth Fund closed to new investors (PDF) Effective at close of business on February 2, 2018, investors generally are not able to open new accounts in the fund.

Compare Putnam funds in FundVisualizer: Select a Putnam fund to compare Putnam Growth Opportunities Fund Putnam Pennsylvania Tax Exempt Income Fund Putnam Putnam PanAgora Risk Parity Fund Putnam Global Sector Fund Putnam Putnam PanAgora Managed Futures Strategy Putnam Multi-Cap Core Fund Putnam Putnam PanAgora Market Neutral Fund Putnam Capital Spectrum Fund Putnam Global Equity Fund Putnam Equity Spectrum Fund Putnam George Putnam Balanced Fund Putnam Global Income Trust Putnam Global Health Care Fund Putnam Short Duration Income Fund Putnam Dynamic Risk Allocation Fund Putnam High Yield Fund Putnam Floating Rate Income Fund Putnam Sustainable Leaders Fund Putnam New Jersey Tax Exempt Income Fund Putnam RetirementReady 2060 Fund Putnam Multi-Asset Absolute Return Fund Putnam Government Money Market Fund (A Shares) Putnam Equity Income Fund Putnam Europe Equity Fund Putnam Dynamic Asset Allocation Conservative Fund Putnam RetirementReady 2055 Fund Putnam Dynamic Asset Allocation Balanced Fund Putnam New York Tax Exempt Income Fund Putnam Dynamic Asset Allocation Growth Fund Putnam Retirement Income Fund Lifestyle 1 Putnam Ohio Tax Exempt Income Fund Putnam International Equity Fund Putnam Small Cap Value Fund Putnam Massachusetts Tax Exempt Income Fund Putnam Diversified Income Trust Putnam Convertible Securities Fund Putnam California Tax Exempt Income Fund Putnam Global Financials Fund Putnam Small Cap Growth Fund Putnam Global Consumer Fund Putnam International Capital Opportunities Fund Putnam International Value Fund Putnam Global Telecommunications Fund Putnam Global Natural Resources Fund Putnam Money Market Fund (A Shares) Putnam Global Technology Fund Putnam Global Industrials Fund Putnam Tax - Free High Yield Fund Putnam Capital Opportunities Fund Putnam Global Utilities Fund Putnam Research Fund Putnam Minnesota Tax Exempt Income Fund Putnam Mortgage Securities Fund Putnam Fixed Income Absolute Return Fund Putnam AMT - Free Municipal Fund Putnam Absolute Return 100 Fund Putnam Short - Term Municipal Income Fund Putnam RetirementReady 2030 Fund Putnam International Growth Fund Putnam RetirementReady 2045 Fund Putnam Intermediate - Term Municipal Income Fund Putnam Tax Exempt Income Fund Putnam RetirementReady 2050 Fund Putnam Income Fund Putnam Sustainable Future Fund Putnam Low Volatility Equity Fund Putnam Emerging Markets Income Fund Putnam Emerging Markets Equity Fund Putnam Investors Fund Putnam RetirementReady 2020 Fund Putnam RetirementReady 2025 Fund Putnam RetirementReady 2035 Fund Putnam RetirementReady 2040 Fund

Jacobs Small Cap Growth (JSCGX) is the product of a bizarre marketing decision.

For Franklin Mutual Series Funds, Franklin International Small Cap Growth Fund and Franklin Pelagos Commodities Strategy Fund, the inception date for Classes A, C, R and R6 shares is the funds» oldest class», Z or Advisor, inception date.

He also serves as the Lead Portfolio Manager for SIMG's Small Cap Growth, Mid Cap Growth, Small - Mid Cap Core Growth and Small - Mid Cap Select Growth Strategies as well as two sub-advised mutual funds, the American Beacon Stephens Small Cap Growth Fund and the American Beacon Stephens Mid-Cap Growth Fund.

Stonebridge Small Cap Growth (SBSGX) has lost 2.9 % annually over the full market cycle but wins points for consistency: by Morningstar's assessment, it has trailed at least 99 % of its peers for the trailing 3, 5, 10 and 15 year periods.

I understand there's some benefits to diversification, but I don't see how allocating 1 percent to «small cap growth» can offset losses from an «all sector» investment ten times its size.

This page provides the percentage weights of defensive sectors for all Small Cap Growth Equity Funds.

What has happened is that Small Cap Growth typically has one or two sequences that are much worse than the others.

After gaining 43.9 % through December 7, 2007, the O'Shaughnessy Small Cap Growth and Value approach ended Benjamin Graham's reign at the top of the strategies tracked at AAII.com.

The best S&P 500 Historical Surviving Withdrawal Rate with switched allocation was higher than with Small Cap Growth at the first failure.

To find out detailed information on Small Cap Growth Equity Funds in the U.S. that are appropriately tagged by our analysts, click the tabs in the table below.

The price - earnings ratio (price divided by trailing 12 - month earnings per share) of the O'Shaughnessy Small Cap Growth and Value screen is 22.6, roughly one - quarter greater than the median value, 18.5, for all the exchange - listed stocks currently in the Stock Investor Pro database, which we use to run and test these screens.

And, for the small cap growth index: 15.9 % vs. 19.5 % for the small cap blend index.

Despite an underwhelming year for small - cap stocks, the top - performing screening approach was the O'Shaughnessy Small Cap Growth and Value methodology.

The table below lists all Small Cap Growth Equity Funds which are listed in the U.S. and tracked by MutualFunds.com.

The table below illustrates valuable information regarding the fund managers for all Small Cap Growth Equity Funds.

Of course, there are plenty of indexes to choose from, whether you like minerals and natural resources or international small cap growth stocks.

This table presents long term historical returns data for all Small Cap Growth Equity Funds.

In this table you will find short term historical return data, including total YTD return and 1 - year returns on all Small Cap Growth Equity Funds.

The 6.9 % monthly standard deviation of the O'Shaughnessy Small Cap Growth and Value methodology places it in the middle of all value strategies and is higher than most of the strategies tracked on AAII.com.

These slices are: 1) Large Cap Growth 2) Large Cap Value 3) Small Cap Growth 4) Small Cap Value 5) the S&P 500 itself.

The table below has information on gross expense ratios, management fees, and other operational fees for all Small Cap Growth Equity Funds.

The following table breaks down the geographic location exposure for Small Cap Growth Equity Funds.

This page provides the percentage weights of high - cyclical sectors for all Small Cap Growth Equity Funds.

The table below displays the amount and weight percentage of net assets for all Small Cap Growth Equity Funds allocated to other asset classes besides equity and fixed income.

Spartan Motors was the best - performing O'Shaughnessy Small Cap Growth and Value stock during 2007.

Stock allocations consisted of Small Cap Growth.

This page breaks down all U.S. Small Cap Growth Equity Funds by weight in common and preferred stocks.

AlphaMark Small Cap Growth Fund (AMSCX) has been terminated; the gap between the announcement and the fund's liquidation was three weeks.

During that period, the majority of active managers in all the categories except small cap growth underperformed their benchmarks.

It appears that AMG Frontier Small Cap Growth Fund (MSSGX) and AMG TimesSquare Mid Cap Growth Fund (TMDIX) reopened to new investors on January 1.

Nonetheless, the top strategist's win was decisive: The O'Shaughnessy Small Cap Growth and Value methodology closed the year up 43.9 %.

1 Vanguard Consumer Discretionary ETF (VCR) 2 Vanguard Consumer Staples ETF (VDC) 3 Vanguard Dividend Appreciation ETF (VIG) 4 Vanguard Emerging Markets Stock ETF (VWO) 5 Vanguard Energy ETF (VDE) 6 Vanguard Europe Pacific ETF (VEA) 7 Vanguard European ETF (VGK) 8 Vanguard Extended Dur Trs Idx ETF (EDV) 9 Vanguard Extended Market Index ETF (VXF) 10 Vanguard Financials ETF (VFH) 11 Vanguard FTSE All - World ex-US ETF (VEU) 12 Vanguard FTSE All - Wld ex-US SmCp Idx ETF (VSS) 13 Vanguard Growth ETF (VUG) 14 Vanguard Health Care ETF (VHT) 15 Vanguard High Dividend Yield Indx ETF (VYM) 16 Vanguard Industrials ETF (VIS) 17 Vanguard Information Technology ETF (VGT) 18 Vanguard Intermediate - Term Bond ETF (BIV) 19 Vanguard Interm - Tm Corp Bd Idx ETF (VCIT) 20 Vanguard Interm - Tm Govt Bd Idx ETF (VGIT) 21 Vanguard Large Cap ETF (VV) 22 Vanguard Long - Term Bond Index ETF (BLV) 23 Vanguard Long - Term Corp Bond Idx ETF (VCLT) 24 Vanguard Long - Term Govt Bd Idx ETF (VGLT) 25 Vanguard Materials ETF (VAW) 26 Vanguard Mega Cap 300 Index ETF (MGC) 27 Vanguard Mega Cap 300 Gr Index ETF (MGK) 28 Vanguard Mega Cap 300 Value Index ETF (MGV) 29 Vanguard Mid Cap ETF (VO) 30 Vanguard Mid-Cap Growth ETF (VOT) 31 Vanguard Mid-Cap Value ETF (VOE) 32 Vanguard Mortgage - Backed Sec Idx ETF (VMBS) 33 Vanguard Pacific Stock ETF (VPL) 34 Vanguard REIT Index ETF (VNQ) 35 Vanguard Short - Term Bond ETF (BSV) 36 Vanguard Short - Term Corp Bd Idx ETF (VCSH) 37 Vanguard Short - Term Govt Bd Idx ETF (VGSH) 38 Vanguard Small Cap ETF (VB) 39 Vanguard Small Cap Growth ETF (VBK) 40 Vanguard Small Cap Value ETF (VBR) 41 Vanguard Telecom Services ETF (VOX) 42 Vanguard Total Bond Market ETF (BND) 43 Vanguard Total Stock Market ETF (VTI) 44 Vanguard Total World Stock Index ETF (VT).

Morgan Stanley Institutional Global Franchise (MSFAX), Oppenheimer International Small - Mid Company (OSMAX) and Franklin International Small Cap Growth (FKSCX) also hit annualized gains of 8 % or more.

As of the end of November 2013, the 10 - year annualized return of the Bogle Small Cap Growth Fund (BOGLX) was 8.89 %.

The flagship Bogle Small Cap Growth Fund was launched 14 years ago and has delivered an annualized return since then of 12.4 %, compared with 8.6 % for its benchmark index, the Russell 2000, according to Morningstar.

The TimesSquare portfolio management team uses a bottom - up, fundamental research - intensive approach to identify small cap growth stocks that it believes have the greatest potential to achieve significant price appreciation over a 12 - to 18 - month horizon.

The Kaufmann Small Cap Growth Fund, with its top - decile performance for the trailing one, three and five years at the end of the first quarter, had positive net sales of $ 89 million to reach $ 1.1 billion at quarter - end.

We have seen early Q2 positive net sales in Kaufmann Small Cap Fund, $ 95 million; MDT Small Cap Core, $ 55 million; MDT Small Cap Growth, $ 17 million; and MDT Balanced Fund with almost $ 10 million.

MDT Small Cap Growth had top - decile performance for the trailing three and five years at the end of the first quarter and posted positive net sales of $ 82 million to reach just about $ 400 million in assets at quarter - end.

The indices measure U.S. Large Cap Growth, U.S. Large Cap Value, U.S. Small Cap Growth, and U.S. Small Cap Value.

I don't have a problem with iShares Russell 2000 Value fund because small cap value always seems to do better than small cap growth (there's a theory behind it that I'll try to write about in the future).