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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (16798)	4/9/2003 2:00:59 PM
From: Larry S.	Respond to of 78653

i am more interested in funds 3 year results than 5 year or longer right now. larry

To: Dale Baker who wrote (16798)	4/9/2003 2:36:48 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78653

And there are people who trusted FMAGX for 15 or 20 years finance.yahoo.com finance.yahoo.com and are pretty well off. Your point? Result checking is worthwhile once in a while, just to make a sanity check, but I would not dump a fund in the middle of bear market just because it did not perform very well in the last couple years. Same about bull market BTW. I still prefer to go with the management whose methods I trust. I would not buy Fidelity funds, since I don't think they have very good value-oriented managers there. Growth? Hmm, I am not sure I am interested in growth funds. S&P500 is good enough for this. Small cap funds and overall small caps. This is the area where I don't have much expertise. Long time ago it may have been possible to buy small cap companies with growth and earnings. Nowadays most of them have neither growth nor earnings. Or maybe they still have growth, but no earnings. So I am not sure how small-cap fund managers select them as I would not be sure how to select them myself. I have a few small-cap and mid-cap holdings with long histories and high ROEs. But they are few and far in between (and they are definitely not "growth" companies, since they would not be small cap with 10 years being public :-)), so even a small fund would not survive on them. Maybe you are right and I should fill this gap with some mutual fund holdings. I have NBGEX in 401(k) and TAVFX (not really small cap fund), which I think is enough for now. From your list WMICX looks interesting though 2.3% expense ratio seems steep. Jurgis