Thursday, January 25, 2007
Some Good Mid-Cap Mutual Funds
Large cap funds provides relative stable returns, small cap funds are more volitile but have better returns in long run, and mid-caps, as the name suggest, are in the middle. Thar's the reason I favor mid-cap funds. Again, several funds are closed to new investors.
(1) ADVDX
This is a relative new and unique fund, which takes the advantage of lower tax rate (15%) for dividends. It has a dividend rate of ~10%, and the fund itself did very well.
(2) Fidelity Funds: FDVLX, FLVCX
Fidelity offers too many funds, so many gems are buried. Fidelity Value Fund has tested by time and Fidelity Leveraged Company Fund has had excellent performance but it is slowing down as the fund gets bigger.
(3) JMCVX, SMCDX, TAVFX
These are several other good mid cap funds have performed well even in market dowturns.
(1) ADVDX
This is a relative new and unique fund, which takes the advantage of lower tax rate (15%) for dividends. It has a dividend rate of ~10%, and the fund itself did very well.
(2) Fidelity Funds: FDVLX, FLVCX
Fidelity offers too many funds, so many gems are buried. Fidelity Value Fund has tested by time and Fidelity Leveraged Company Fund has had excellent performance but it is slowing down as the fund gets bigger.
(3) JMCVX, SMCDX, TAVFX
These are several other good mid cap funds have performed well even in market dowturns.
Labels: Mutual Funds
# posted by SIMPLE FINANCE @ 9:52 PM 
