1. If you find the concentration more than your risk tolerance allows, look for a value fund or one in another sector. 2. Among stock funds, only mid-capitalization value funds saw inflows in September, Lipper said. 3. Among small-cap value funds, Anthony J. Ogorek, an investment adviser in Buffalo, likes Royce Premier and Greenspring. 4. As a group, value funds outperformed the overall market for a change, but it would be difficult to build a celebration on their meager return. 5. At their best, stable value funds try to marry higher yields with price stability. 6. A fund that may claim to be a value fund may in reality be leaning toward a growth strategy. 7. Across the board, value funds lagged behind. 8. Brinson manages both growth and value funds. 9. But generally, a value fund will have lower turnover than a growth fund because value managers are buy-and-hold investors. 10. But small-cap value funds, which tend to own low-priced stocks, have held their ground better. |
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