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Thursday, March 26, 2009

The Bear on the Street


Some funds out run the bear , on the street . Even in these ruff days .

Mutual funds that hold a history , that does well in the bear market .

Heartland Value Plus , 8.1% year to date . Last year 1.0% , ten year annualized 11.4% .

Northern Small cap Value -2.7% Last year -11.% ten year 10.2 .

T Rowe Price Small Cap Value -4.4 year to date , last year - 12.3 , ten year annualized 10.2 % .

Columbia Small Cap Value I A - 5.8 % , last year - 12.9 , ten year annualized 11.2 .

Stratton Small Cap - 5.8 , last year - 12.9 , annualized 1.0 % .


These funds all out do , the S&P 500 over , the last decade . And keep the trend going .

The key may be the small cap stocks . Which they all have incommon . A small cap market may not always , beat the bear . But it has out ran the bear for ten years . Which makes them a nice choice to invest in .


For the market and Wallstreet , to make a come back . The investors needs to think real hard , before they move forward .

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