| Title: | Market Investing |
| Moderator: | 2155::michaud |
| Created: | Thu Jan 23 1992 |
| Last Modified: | Thu Jun 05 1997 |
| Last Successful Update: | Fri Jun 06 1997 |
| Number of topics: | 1060 |
| Total number of notes: | 10477 |
I'm seriously considering moving some funds into a microcap
mutual fund.
Considering several including Heartland Value and Loomis Sayles
Small Cap.
My major concern is that the larger the fund the more capital
appreciation seems to match Russell 2000 growth curves. Am I headed
in the right direction, or what?
Goal is 18-20% annual return over next ten years, and this is
considered by me to be moderate to high risk money. Thanks.
the Greyhawk
| T.R | Title | User | Personal Name | Date | Lines |
|---|---|---|---|---|---|
| 789.1 | Small Cap Closed-End Funds | DPDMAI::KNOWLES | Randy dtn-483-4231 | Thu Dec 29 1994 11:39 | 16 |
I have been reading about a Closed-End mutual fund called
Royce OTC Micro-Cap (O:OTCM)(800-221-4268) which seems to be
managed by one of the best Value Stock Pickers, Charles Royce.
The investment objective is to seek long-term capital
appreciation by investing in small, cash-rich, over-the-counter
securities. I have read several magazines which have
recommended this fund. Do you have any suggestions, and what
would be the down side to using closed-end funds?
Several other Dual-Purpose Closed-End mutual funds are selling
at a discount that might be of interest. They are Quest for
Value (N:KFV) and Gemini II Capital (N:GMI). They convert back
to Open funds in Jan 1997 and so their NAV will be the true
Value at that time.
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