Comments on: Is the Small-Cap Party Over? http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/ Fri, 20 Nov 2009 19:09:54 -0800 http://wordpress.org/?v=2.8.6 hourly 1 By: Active & Passive Mutual Funds Comparison Update http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-46882 Active & Passive Mutual Funds Comparison Update Sun, 16 Nov 2008 06:11:22 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-46882 [...] Update: Active & Passive Funds Comparison Posted by Sun on January 22, 2008 Post viewed 1722 times, 6 so far today Advertisements Early this month, I read an article on USA Today with title, Index funds are never out of style. The article pointed out that for the past 10 years, the return of diversified US stock funds, which include small-, mid-, and large-cap funds, averaged at 6.7% while the S&P index returned 5.9% a year. The author of the article attributed the slightly superior performance of actively managed funds to what has been a remarkable run for small-cap funds during that period, during which small-cap funds outperformed large-cap funds by a sizable margin. However, things were a little different in 2007 as small-cap funds began to fade. The Russell 2000 index, which consists of small-cap companies, lost 2.67% last year, comparing to a gain of 3.53% of the large-cap S&P 500 index. From the article, one of the conclusions seems to be that with actively managed funds, the performance, sometimes even the fund itself, came and gone, just like small-cap funds may have run their course in 2007. [...] [...] Update: Active & Passive Funds Comparison Posted by Sun on January 22, 2008 Post viewed 1722 times, 6 so far today Advertisements Early this month, I read an article on USA Today with title, Index funds are never out of style. The article pointed out that for the past 10 years, the return of diversified US stock funds, which include small-, mid-, and large-cap funds, averaged at 6.7% while the S&P index returned 5.9% a year. The author of the article attributed the slightly superior performance of actively managed funds to what has been a remarkable run for small-cap funds during that period, during which small-cap funds outperformed large-cap funds by a sizable margin. However, things were a little different in 2007 as small-cap funds began to fade. The Russell 2000 index, which consists of small-cap companies, lost 2.67% last year, comparing to a gain of 3.53% of the large-cap S&P 500 index. From the article, one of the conclusions seems to be that with actively managed funds, the performance, sometimes even the fund itself, came and gone, just like small-cap funds may have run their course in 2007. [...]

]]> By: Is Small-Cap Making a Comeback? http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-43890 Is Small-Cap Making a Comeback? Tue, 09 Sep 2008 18:33:23 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-43890 [...] fund investments. But that was after some big drop in small-cap fund performance, as I noted in my Is the Small-Cap Party Over? post last year, when small-cap lagged large-cap by a significant amount in short-term returns, as [...] [...] fund investments. But that was after some big drop in small-cap fund performance, as I noted in my Is the Small-Cap Party Over? post last year, when small-cap lagged large-cap by a significant amount in short-term returns, as [...]

]]> By: What are My Investments and How are They Doing So Far? http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-43354 What are My Investments and How are They Doing So Far? Mon, 28 Jul 2008 13:33:33 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-43354 [...] significantly. Small-cap stocks had a pretty good run since the beginning of this decade, but the party may be over because small companies could face more difficulties in obtaining credits amid turmoil in the [...] [...] significantly. Small-cap stocks had a pretty good run since the beginning of this decade, but the party may be over because small companies could face more difficulties in obtaining credits amid turmoil in the [...]

]]> By: Update: Active & Passive Funds Comparison | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-35759 Update: Active & Passive Funds Comparison | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing Tue, 22 Jan 2008 15:34:07 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-35759 [...] Early this month, I read an article on USA Today with title, Index funds are never out of style. The article pointed out that for the past 10 years, the return of diversified US stock funds, which include small-, mid-, and large-cap funds, averaged at 6.7% while the S&P index returned 5.9% a year. The author of the article attributed the slightly superior performance of actively managed funds to what has been a remarkable run for small-cap funds during that period, during which small-cap funds outperformed large-cap funds by a sizable margin. However, things were a little different in 2007 as small-cap funds began to fade. The Russell 2000 index, which consists of small-cap companies, lost 2.67% last year, comparing to a gain of 3.53% of the large-cap S&P 500 index. From the article, one of the conclusions seems to be that with actively managed funds, the performance, sometimes even the fund itself, came and gone, just like small-cap funds may have run their course in 2007. [...] [...] Early this month, I read an article on USA Today with title, Index funds are never out of style. The article pointed out that for the past 10 years, the return of diversified US stock funds, which include small-, mid-, and large-cap funds, averaged at 6.7% while the S&P index returned 5.9% a year. The author of the article attributed the slightly superior performance of actively managed funds to what has been a remarkable run for small-cap funds during that period, during which small-cap funds outperformed large-cap funds by a sizable margin. However, things were a little different in 2007 as small-cap funds began to fade. The Russell 2000 index, which consists of small-cap companies, lost 2.67% last year, comparing to a gain of 3.53% of the large-cap S&P 500 index. From the article, one of the conclusions seems to be that with actively managed funds, the performance, sometimes even the fund itself, came and gone, just like small-cap funds may have run their course in 2007. [...]

]]> By: » Roundup: Upcoming Chicago-Tribute / Baltimore-Sun Article on Blueprint for Financial Prosperity http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-24836 » Roundup: Upcoming Chicago-Tribute / Baltimore-Sun Article on Blueprint for Financial Prosperity Sat, 06 Oct 2007 17:19:04 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-24836 [...] Sun talks some investing as he wonders if the small-cap party is over. [...] [...] Sun talks some investing as he wonders if the small-cap party is over. [...]

]]> By: Finance » Blog Archive » Is the Small-Cap Party Over? http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-24774 Finance » Blog Archive » Is the Small-Cap Party Over? Sat, 06 Oct 2007 02:37:50 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-24774 [...] Оригинал Ñ?ообщениÑ? от Sun тут… [...]

]]> By: TraderMark http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-24730 TraderMark Fri, 05 Oct 2007 18:59:26 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-24730 Until the US economy gets back to serious strength probably large caps will out perform. They are more tied to the global economic boom and hence can take advantage of Chindia, South America etc - whereas many small caps are levered to the US economy. So I think its a bet of which economy is going to outpace the next few years? US or global? I bet global. By 2010 or so housing should have bottomed and I can see a return of small cap strength. Until the US economy gets back to serious strength probably large caps will out perform. They are more tied to the global economic boom and hence can take advantage of Chindia, South America etc – whereas many small caps are levered to the US economy.

So I think its a bet of which economy is going to outpace the next few years? US or global? I bet global. By 2010 or so housing should have bottomed and I can see a return of small cap strength.

]]> By: Friday Finance Findings For October 5th : Generation X Finance http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-24722 Friday Finance Findings For October 5th : Generation X Finance Fri, 05 Oct 2007 16:32:11 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-24722 [...] Is the Small-Cap Party Over? - I sure hope not. I have been doing extremely well the past year or two with small and mid-cap investments. The Sun has some information that may be indicating that it is. [...] [...] Is the Small-Cap Party Over? – I sure hope not. I have been doing extremely well the past year or two with small and mid-cap investments. The Sun has some information that may be indicating that it is. [...]

]]> By: Stuff Worth Reading, Because Haiku Is Much Cooler Than Personal Finance | Punny Money http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-24711 Stuff Worth Reading, Because Haiku Is Much Cooler Than Personal Finance | Punny Money Fri, 05 Oct 2007 14:21:37 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-24711 [...] Small-Cap fun done? at Sun’s Financial Diary. Lots of wavy charts. [...] [...] Small-Cap fun done? at Sun’s Financial Diary. Lots of wavy charts. [...]

]]> By: Food For Thought - Articles From My Blogroll http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-24612 Food For Thought - Articles From My Blogroll Thu, 04 Oct 2007 10:32:58 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-24612 [...] Sun’s Financial Diary writes about small-cap funds (which make up about 10% of my [...] [...] Sun’s Financial Diary writes about small-cap funds (which make up about 10% of my [...]

]]> By: JC Carvill http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-24598 JC Carvill Thu, 04 Oct 2007 05:00:50 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-24598 One of the biggest advantages of investing in small-cap stocks is the opportunity to beat institutional investors. Because mutual funds have restrictions that limit them from buying large portions of any one issuer's outstanding shares, some mutual funds would not be able to give the small cap a meaningful position in the fund. One of the biggest advantages of investing in small-cap stocks is the opportunity to beat institutional investors. Because mutual funds have restrictions that limit them from buying large portions of any one issuer’s outstanding shares, some mutual funds would not be able to give the small cap a meaningful position in the fund.

]]> By: The Dividend Guy http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-24583 The Dividend Guy Wed, 03 Oct 2007 22:29:43 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-24583 I don't think it is over - perhaps it is a buying opportunity? I don’t think it is over – perhaps it is a buying opportunity?

]]> By: Moneymonk http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-24564 Moneymonk Wed, 03 Oct 2007 16:19:08 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-24564 Not neccessarily, I love small cap funds also, not only for diversification but for growth. Like other funds it has it ups and downs. I just think it is a cycle they are going through and will come up again soon. Not neccessarily, I love small cap funds also, not only for diversification but for growth. Like other funds it has it ups and downs. I just think it is a cycle they are going through and will come up again soon.

]]> By: Investing » Is the Small-Cap Party Over? http://www.thesunsfinancialdiary.com/investing/is-the-small-cap-party-over/comment-page-1/#comment-24562 Investing » Is the Small-Cap Party Over? Wed, 03 Oct 2007 15:42:17 +0000 http://www.thesunsfinancialdiary.com/investing/mutual-fund/is-the-small-cap-party-over/#comment-24562 [...] unknown wrote an interesting post today onHere’s a quick excerptAt one time, I had several small-cap funds, both value and growth, in my taxable investment accounts. Though I have trimmed the number to two, they are still a significant portion of my portfolio as small-cap is nearly a quarter of my … [...] [...] unknown wrote an interesting post today onHere’s a quick excerptAt one time, I had several small-cap funds, both value and growth, in my taxable investment accounts. Though I have trimmed the number to two, they are still a significant portion of my portfolio as small-cap is nearly a quarter of my … [...]

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