Investing

This Saturday in Personal Finance Focus

 

The definition of a small-cap mutual fund can be as hard to pin down as a greased pig. A rule of thumb is that a fund with $1.5 billion is at the upper limits of the small-cap category, but you can find funds two or three times that size that still call themselves small cap.

In Saturday's The Big Screen, Ian McDonald will examine the industry's equivalent of a 200-pound jockey -- small-cap funds with assets above $1.5 billion. Can they keep up with the leaders while carrying all that extra weight?

Also coming Saturday in Personal Finance Focus:

  • Portfolio managers Chuck Carlson of (SDOWX)Strong Dow 30 Value, and Bill Seale of the Nasdaq-tracking (UOPIX)ProFunds UltraOTC, debate whose fund follows the index of the future.

  • Tracy Byrnes devotes her Tax Forum column to questions about 401(k) retirement accounts.

  • Mark Ingebretsen spotlights Web sites that allow you to test your trading strategies in his Tools of the Trade column.

  • Guest columnist Tom Gentile explains straddles in Options Forum.

We'll also have Jim Cramer's mutual funds column and more. See you Saturday.

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