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:
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
To read more, please become an AAII member or CLICK HERE.