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Mutual Funds Head to Head Competition: Large Growth v. Large Value

  
  
  

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large cap v small cap mutual funds

Mutual Funds Head to Head Competition: Large Growth v. Large Value

 

The battle between large-cap growth and value investing has been going on for years, with each style trying to seize the spotlight. Although there is an annual frontrunner, history shows that leadership shifts with market conditions. In the bull market of the late 90s, growth stocks offered superior returns. But, since that bubble burst in 2000, value went on quite an impressive run. Growth seems to have captured the spotlight more recently between 2007 and 2010; however, 2011 was a mixed bag. Many wonder if the tables have turned yet again. Determining your allocation between growth and value can be difficult. Which style is more stable, or which will provide higher returns? Unfortunately, there is no definite answer. Focus on finding the option that offers the most upside for your situation: perhaps it’s growth, maybe value, or possibly a blend of both.

 

mutual fund growth cycles

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Comments

i have invested a lot of money in the mutual funds. This is one of the safest investment.
Posted @ Sunday, May 11, 2014 10:08 AM by ETF funds
Mutual funds are a great investment vehicle. It is important to remember to always check what the 12b-1 fees are. Many mutual funds also have a front-end load. At time it can be very expensive to invest in mutual funds. Some of the different fees attached can be 12-1, front end load, commissions, and management fees. Let us know if you would like us to review your current positions for FREE! Please email me personally robert@keyinvestmentteam.com
Posted @ Sunday, May 11, 2014 10:14 AM by Robert Venezia
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