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Strategies & Market Trends : What Works on Wall Street (O'Shaugnessy)
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To: sea_biscuit who wrote (11)2/2/1997 8:13:00 PM
From: sea_biscuit   of 109
 
A follow-up to my previous post :

I received some detailed info from O'Shaughnessy funds
(Prospectus and Statement of Additional Information) :

* The Aggressive Growth fund is described as investing
in the following types of securities :

* Market cap > 150 million.
* Outstanding stock price performance during the
last six months or one-year period prior to
purchase.
* High consensus expected future earnings gains
for the coming fiscal year.
* Generally high earnings gains during the one year
prior to purchase.

Also, the prospectus says about this fund (and the Dogs
of the Market fund) that "... the manager may continue to
hold a stock in the Fund's portfolio which no longer
meets the intial criteria for investment if the Manager
believes that such investments are consistent with the
Fund's investment objective."

With regard to the Cornerstone Growth and Value funds
however, the prospectus says that during rebalancing
at the end of the year, "... stocks no longer meeting
the criteria will be sold...", and "... rebalancing
may result in the elimination of better performing
assets... and increases in investments in securities
with relatively lower total return."

So I am more inclined to go with the Cornerstone
strategies because they are clearly defined.

Dipy
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