AAII Journal > April 2012
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Cap Size in Model Fund Portfolio

Comments posted to “Model Mutual Fund and ETF Portfolios: Value and Small Stocks Impact Returns” by James B. Cloonan in the March 2012 AAII Journal:

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I am surprised that your Model Mutual Fund Portfolio is so heavy to small- and mid-cap funds. This seems different from most other investment advice. Could you explain this?

Rodney from Idaho

I too noticed that the portfolio seems heavy

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