Online Journal for the Moose Pond Investors Club

Some Mutual Fund Ideas

Mutual funds can help provide asset class diversification.  The following small and mid-cap funds and international funds look interesting.  The embedded links are to the funds’ web sites and to the Morningstar summaries (which may require logon to M* to view).

Closed End Funds

Some Open-End Mutual Funds (that don’t suck)

For example, a diversified portfolio might include:

  • 50% Large cap (35% Investment Club Units, 15% Source Capital)
  • 30% Small- or mid-cap (15% Royce Value, 15% Royce Focus)
  • 20% International (20% Neuberger Berman)

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