Goldman Sachs (NYSE: GS) has announced that it has launched an EMD blend fund
For the 10-year period ending 30 June 2011, it ranks in the top one per cent of all 813 funds in Morningstar's Large Blend fund
With regard to investment returns over the five years ended March 31, 2005, I would like to note that the average large-cap blend fund
listed on the Morningstar database (1,624 different mutual funds) returned -2.88% per year.
Large-Cap ETF (SCHX), a blend fund
, with an expense ratio of 0.08%
My choices would be: a foreign large blend fund
, to give you exposure to overseas stocks and bonds at a time when they are excelling; a moderate allocation fund, to capture the full benefit of the moderate risk investing that you desire; a multisector bond fund, to give you an experienced bond manager who can select the right mix of bonds that will perform in any market; and a domestic mid-cap blend fund
, to give you exposure to affordable companies that should have room to grow when the economy begins moving again.
As you look at opportunities for this Year, you may want to hedge your bets with a mid cap blend fund
, a category that the mutual fund research company Morningstar says incorporates a mix of growth and value investing styles.
Morningstar stats also show that convertible bond funds are generally more expensive, averaging 1.5% of their assets in expenses, compared to 1.3% for the average large-cap blend fund
. Sweeney says it's important for investors to look for fund companies that have been in the convertible market for a while and know how to navigate when the stock market's fortunes are rocky.
"Fifty percent appreciation in a stock's price is a minimum target," says Blair, who manages the $13 million Blair Capital Management Mid-Cap Blend fund
, a concentrated portfolio of 25 stocks.
Without this integration of the underlying holdings, most rebalancing systems have a difficult time dealing with blend funds
when doing rebalancing, as the systems are not able to properly categorize blend funds
Internationally, strong flows for both diversified emerging markets and foreign large blend funds
were largely offset by significant outflows in Europe- and Japan-focused stock funds.
Brown Capital Management (BCM) has achieved a Morningstar overall rating of 5 stars for its International Equity Fund, investor class in a category of 694 foreign large blend funds
based on risk adjusted returns as of December 31, 2015, the company said.
Of 595 small blend funds
. 3-yr rating 3 stars; 612 funds.