Ima Winner and Ima Loser Mid-Cap Value Funds
Everybody wants to invest in cheap mid-cap stocks these days, but there's a right way and a wrong way. Today, we'll show you an example of each.
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The Winner
I confess. My first choice was Nygren's (OAKLX)Oakmark Select fund, but it's closed. So we're highlighting the Oakmark fund he took over just as the Nasdaq peaked in March last year.| Past Winners |
| Large-Cap Value: Dodge & Cox Stock |
| Large-Cap Growth: Growth Fund of America |
| Small-Cap Growth: Managers Special Equity |
| Mid-Cap Growth: Bridgeway Aggressive Growth |
| Tech: Dresdner RCM Global Technology |
| Health Care: Vanguard Health Care |
| Ima Winner |
| Returns through Sept. 4. Source: Morningstar |
fund's 1.21% annual expense ratio is lower than the category's 1.44% average.
Boy, What a Loser
The Alliance fund was launched back in 1938, but it seems as shiftless as an Austin-based slacker.| Past Losers |
| Large-Cap Value: Seligman Common Stock |
| Large-Cap Growth: Putnam New Opportunities |
| Mid-Cap Growth: Putnam OTC & Emerging Growth |
| Small-Cap Growth: Alliance Quasar |
| Tech: T. Rowe Price Science & Technology |
| Health: Invesco Health Sciences |
| Hey, Ima Loser |
| Returns through Sept. 4. Source: Morningstar |
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