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Mutual Fund Small Caps - The Better Choice (Paperback)
Loot Price: R357
Discovery Miles 3 570
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Mutual Fund Small Caps - The Better Choice (Paperback)
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Loot Price R357
Discovery Miles 3 570
Expected to ship within 10 - 15 working days
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The author has had over 25 years in mutual fund investing. He
favors Small Cap Mutual Funds over Large Cap Mutual Funds. To prove
his case, he shows year by year, the average total returns in each
of these categories for the years 1999 through 2010. The average
total yearly returns were provided by Lipper. Small Cap Value and
Blend funds returned 9.0% and 8.1% respectively and were clearly
superior to the abysmal returns for Large Cap Value and Blend
funds, 3.5% and 2.5% respectively, even when continued through the
2000 and 2008 recessions. Later, the author illustrates comparisons
of outcomes over 25 year periods with various investment returns
using a hypothetical initial investment of $5,000 and assuming
monthly contributions which add another $5,000 per year. In order
to safeguard assets at the onset of recessions, he examines easily
accessible online private and governmental monthly reports. By
using such reports, investors shouldn't hesitate to move their
assets to Money Market Funds. Such action will prevent prevent
serious erosion of accumulated assets and improve long term
investment returns. He is critical of the very limited choices of
funds available in 401k and 403b plans compared to those open to
IRA investors. However, investors could be in both types of plans.
For individuals comtemplating or are already in IRA plans, the
author favors using Morningstar to guide their selections.
Monitoring their portfolio with Quicken or its equivalent,
investors in IRAs using Morningstar's ranking system, have the
opportunity to increase their returns by 3% or more over fund
averages. Over time, this difference can greatly enhance total
retirement assets. The author is a former CEO of a metal stamping
company. He is married with two children. Education: B.A.Manchester
University, England.
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