Vanguard small cap growth performance: free download. On-line document store on 5y1.org

[DOC File]Examining a Stock Fund's Portfolio, Part 2
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But you should examine it anyway because there are small-cap funds and there are really small-cap funds. Take FAM Value . FAMVX. and Heartland Value . HRTVX, for example. Both land in the small-cap value portion of the style box. Yet FAM's median market cap at the end of July 1999 was over $1 billion, while Heartland's was just $197 million.
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[DOC File]Chasing Closing Funds
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However, it closed just as small- and mid-cap growth stocks were peaking and only returned 17% over the next three years. The general performance drop-off for closed funds stands more as further evidence against chasing short-term performance than as an argument against closing.
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[DOCX File]Investment Policy Statement - The Vanguard Group
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Investment Objectives:. Considering the varied attitudes, goals, expectations, investment time horizons, and risk tolerance levels of the Plan’s participants, the Plan will offer a broad array of investment options across the capitalization and style spectrum that allow participants to build portfolios consistent with their needs and objectives.
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[DOC File]Microsoft Word - 2019.04.01 Participant Investment Change ...
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Federated MDT Small Cap Growth. R6. QASGX. Federated MDT Small Cap. Growth A. FBKWX. Fidelity Advisor Total Bond Z. PIOBX. Pioneer Bond A. HFMVX. Hartford MidCap R6. OTCHX. MFS Mid Cap Growth R3. VEIRX. Vanguard Equity Income Adm. OIEIX. JPMorgan Equity Income A. BPLBX. BlackRock Inflation Protected. Bond K. NIFAX. Nationwide Inflation ...
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[DOC File]Overview:
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Large Cap Blend (Vanguard 500 Index) 15%. Mid Cap Blend (Vanguard Midcap Index) 15. Large Cap Value 10. Mid Cap Value 10. Small Cap Value 10. Small Cap Blend 10. 70% . Equity Funds will be purchased using the following criteria: Selected funds will be four and Five Star funds as rated by Morningstar Investment Services. They will be no-load funds
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Vanguard small cap growth performance