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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Comments

  • Thanks Ted. I am not sure I want to invest in too much smaller stocks in this economic cycle. The past may not a good guideline for the future.
  • Reply to @Sven: They have been pretty successful in adjusting the mix. In 2008 the fund lost significantly less. It has very favorable upside/downside capture. I have a portion of my self directed 401k in this fund.
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