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What's the best small mutual fund family? |
I like Dodge & Cox. Too bad half the funds are closed. Every fund company has its better and worse funds, and I don't know that any one truly stands out in that respect. I have an affinity to Oppenheimer and American, primarily because of how they have treated my clients. Putnem Yeah, Dodge & Cox has great funds. Most of the small mutual fund families that are good have closed their funds. I like the value manager Longleaf Partners. www.longleafpartners.com Unfortunately, they closed their Small-Cap fund a few years ago. Putnam is Not a "small mutual fund family" and since they have "asset creep" and have cheated, they are far from "best." I like Stratton. They have a nice large cap value, small cap value and a REIT fund. |
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Hi Dave, I agree with Muncie Birder's sentiment about class B shares. The underlying issues here are the 12b-1 fee, also known as the cost of distribution, as well as the overall fee struct... If I am understanding your question correctly the answer is yes. When mutual funds pass on dividends and capital gain distributions to share holders it lowers the cost per unit of the fund. Most ... if u want your money to be safe than mutual funds are the best the minimun amt of investment is Rs.5000/- as and when you grow than you come to know about. ...a form of collective investment that pools money from many investors and invests their money in stocks, bonds, dividends, short-term money market instruments, and/or other securities. ...TD Balanced Growth - Fund code TDB970 TD Dividend Growth - Fund code TDB972 ...If the mutual fund is currently held with a large fund family, you should be able to open an IRA with the fund family and have your mutual fund transfered to your new ROTH IRA. This way it grows t... There are clearly two leaders in this field: - ... A mutual fund is meant to be a long-term investment; many funds have penalties if you sell them within a stated period of time. Generally, C shares have a 1% penalty if sold within a year of purch... |
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