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A Green light for Blue-Chip Funds

机译:蓝筹基金的绿灯

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IG IS BACK.J In the past six years large-cap stocks have toiled while smaller companies led the markets higher amid an economic rebound.Many mutual-fund statements reflect this discrepancy:The typical small-cap value fund soared an annualized 15% in the past five years,while the average large-cap growth fund is among the worst fund performers,with an annualized loss of almost 9%.J But don't let such dismal numbers scare you away.Many financial advisers,such as Adam Bold,president of the Mutual Fund Store in Overland Park,Kan.,say the time is right to invest in funds that own blue chips with market caps above US10 billion because they have more earnings momentum than small caps in the later stages of an economic cycle.Bold is overweighting his clients' portfolios in large-cap growth funds."From a valuation and market cycle standpoint,large caps look really good right now," he says.J But with so many laggards among large-cap growth funds since 2000,how do you sift through the rubble to find the right one?
机译:IG IS BACK.J在过去六年中,大盘股一直在苦苦挣扎,而小公司却在经济反弹的带动下走高。许多共同基金的陈述反映了这种差异:典型的小盘股价值基金在2010年飙升了15%的年化收益率。在过去的五年中,大型中型增长基金平均表现最差,年度亏损近9%。J但是,不要让如此惨淡的数字吓倒您。许多财务顾问,例如Adam Bold堪萨斯州欧弗兰帕克(Overland Park)共同基金商店总裁说,现在是时候投资拥有市值超过100亿美元蓝筹的基金,因为在经济周期的后期阶段,它们的收益势头比小盘更多“从估值和市场周期的角度来看,大盘股现在看起来真的很不错,”他说。J但自2000年以来,在大盘成长基金中却有许多落后者,您如何筛选瓦砾中的f ind合适吗?

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