EMC How high can it go? Message Board

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Technology Stocks : EMC How high can it go?

EMC 29.05

0.0%

Sep 15 5:00 PM EST

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To: DOUG H who wrote (5262)	4/1/1999 12:08:00 PM
From: Albert Youssef	Read Replies (1) of 17183

You're not missing anything. However, when people are trying to evaluate which fund to buy, they look not only at the funds performance but at the top holdings of the fund. So if you're looking at fund A, and you see that their top ten holdings as of 3/31/99 include AOL, CSCO and EMC, and you specifically would want a fund that has high exposure to those three companies, you might be more inclined to buy that particular fund and even forgive a couple of points of underperformance. The catch is you'd have no way of knowing what they were really holding through the quarter. Window dressing is a marketing tool (and one that I personally think is dishonest).

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