{"id":105,"date":"2006-04-23T00:03:10","date_gmt":"2006-04-23T04:03:10","guid":{"rendered":"https:\/\/stockherd.com\/moosepond\/?p=105"},"modified":"2010-02-15T13:10:38","modified_gmt":"2010-02-15T17:10:38","slug":"some-mutual-fund-ideas","status":"publish","type":"post","link":"https:\/\/stockherd.com\/moosepond\/2006\/04\/23\/some-mutual-fund-ideas\/","title":{"rendered":"Some Mutual Fund Ideas"},"content":{"rendered":"<p>Mutual funds can help provide asset class diversification.&nbsp; The following small and mid-cap funds and international funds look interesting.&nbsp; The embedded links are to the funds&#8217; web sites and to the Morningstar summaries (which may require logon to M* to view).<\/p>\n<p><strong>Closed End Funds<\/strong><\/br><\/p>\n<ul>\n<li><a class=\"urllink\" href=\"http:\/\/www.fpafunds.com\/sourcecapitalfund.asp\" rel=\"nofollow\">Source Capital<\/a> &#8211;&gt; <a class=\"urllink\" href=\"http:\/\/quicktake.morningstar.com\/CEF\/snapshot.asp?Country=USA&amp;Symbol=SOR\" rel=\"nofollow\">SOR<\/a> is a value oriented fund that has outperformed the Russell 2500, S&amp;P 500, and the NASDAQ for the past 1, 3, 5, 10, and 15 years <\/li>\n<li><a class=\"urllink\" href=\"http:\/\/www.roycefunds.com\/about\/ourInvestmentApproach.asp?\" rel=\"nofollow\">Royce &amp; Associates<\/a>, a manager of portfolios of small- and micro-cap companies, has three <a class=\"urllink\" href=\"http:\/\/www.roycefunds.com\/funds\/closedEndFunds.asp?\" rel=\"nofollow\">closed end funds<\/a> with excellent track records:&nbsp;  <a class=\"urllink\" href=\"http:\/\/quicktake.morningstar.com\/CEF\/snapshot.asp?Country=USA&amp;topnav2=hetopquote&amp;Symbol=fund\" rel=\"nofollow\">Royce Focus Trust (FUND)<\/a>, <a class=\"urllink\" href=\"http:\/\/quicktake.morningstar.com\/CEF\/snapshot.asp?Country=USA&amp;topnav2=hetopquote&amp;Symbol=RMT\" rel=\"nofollow\">Royce Micro-Cap Trust (RMT)<\/a>, and <a class=\"urllink\" href=\"http:\/\/quicktake.morningstar.com\/CEF\/snapshot.asp?Country=USA&amp;topnav2=hetopquote&amp;Symbol=RVT\" rel=\"nofollow\">Royce Value Trust (RVT)<\/a><\/li>\n<\/ul>\n<p><strong>Some Open-End Mutual Funds (that don&#8217;t suck)<\/strong><\/br><\/p>\n<ul>\n<li><a class=\"urllink\" href=\"http:\/\/www.nb.com\/ind\/mutual_funds\/our_funds_equity\/0,1668,,00.html\" rel=\"nofollow\">Neuberger Berman International Fund<\/a> &#8211;&gt; <a class=\"urllink\" href=\"http:\/\/quicktake.morningstar.com\/Fund\/Snapshot.asp?Country=USA&amp;topnav2=hetopquote&amp;Symbol=nbisx\" rel=\"nofollow\">NBISK<\/a> invests primarily in common stocks of foreign companies of all sizes in developed and emerging industrialized markets and has consistently outperformed the <a class=\"urllink\" href=\"http:\/\/www.investorwords.com\/1610\/EAFE_Index.html\" rel=\"nofollow\">EAFE<\/a>. <\/li>\n<li><a class=\"urllink\" href=\"http:\/\/www.brandywinefunds.com\/bfunds.nsf\/\" rel=\"nofollow\">Brandywine Blue<\/a> &#8211;&gt; <a class=\"urllink\" href=\"http:\/\/quicktake.morningstar.com\/Fund\/Snapshot.asp?Country=USA&amp;topnav2=hetopquote&amp;Symbol=bluex\" rel=\"nofollow\">BLUEX<\/a> focuses on mid to large cap growth stocks and limits the portfolio to about 30 holdings  <\/li>\n<li><a class=\"urllink\" href=\"http:\/\/forwardfunds.com\/perf-ffscx.htm\" rel=\"nofollow\">Forward Hoover Small Cap Equity<\/a> &#8211;&gt; <a class=\"urllink\" href=\"http:\/\/quicktake.morningstar.com\/Fund\/Snapshot.asp?Country=USA&amp;topnav2=hetopquote&amp;Symbol=ffscx\" rel=\"nofollow\">FFSCX<\/a> has outperformed the Russell 2000 but it has a high expense ratio and has not performred as well as the Royce funds <\/li>\n<li><a class=\"urllink\" href=\"http:\/\/www.thirdavenuefunds.com\/taf\/products-tavfx.html\" rel=\"nofollow\">Third Avenue Value<\/a> &#8211;&gt; <a class=\"urllink\" href=\"http:\/\/quicktake.morningstar.com\/Fund\/Snapshot.asp?Country=USA&amp;Symbol=TAVFX\" rel=\"nofollow\">TAVFX<\/a> is a mid-cap blend with a very good track record<\/li>\n<\/ul>\n<p>For example, a diversified portfolio might include:<\/br><\/p>\n<ul>\n<li>50% Large cap (35% Investment Club Units, 15% Source Capital)<\/li>\n<li>30% Small- or mid-cap (15% Royce Value, 15% Royce Focus)<\/li>\n<li>20% International (20% Neuberger Berman)<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Mutual funds can help provide asset class diversification.&nbsp; The following small and mid-cap funds and international funds look interesting.&nbsp; The embedded links are to the funds&#8217; web sites and to the Morningstar summaries (which may require logon to M* to view). Closed End Funds Source Capital &#8211;&gt; SOR is a value oriented fund that has [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_jetpack_memberships_contains_paid_content":false,"_links_to":"","_links_to_target":""},"categories":[52],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/105"}],"collection":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/comments?post=105"}],"version-history":[{"count":2,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/105\/revisions"}],"predecessor-version":[{"id":447,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/posts\/105\/revisions\/447"}],"wp:attachment":[{"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/media?parent=105"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/categories?post=105"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stockherd.com\/moosepond\/wp-json\/wp\/v2\/tags?post=105"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}