Last week I utilized the perfchart function of Stockcharts.com to examine the different performance of stock mutual funds. I examined the Growth and Value funds. This week I will look into Large and Small Cap funds along with two sector funds – biotechnology and utilities.
The basis for looking at each of these different types of funds is because, well, they are there. I would not want to leave a stone unturned when looking for the best results. I may not them in every asset allocation that I put together, but I want to know and understand the funds that are out there and what to expect in performance from each.
The following were the funds that I compared today
- FLVAX – Franklin Large Cap Value
- FRMCX – Franklin Microcap Value
- FRVLX – Franklin Small Cap Value
- FRSGX – Franklin Small-Mid Cap Growth
- SBVAX – Legg Mason Partners Small Cap Value Fund
- VSCAX – Van Kampen Small Cap Value
- FBIDX – Franklin Biotechnology Discovery Fund
- FKUTX – Franklin Utilities Fund
I looked at 1, 2 and 5 year performance to determine which funds were best for each time period.
1 Year – Franklin Small Cap Growth and Franklin Microcap are the standouts for this time period
2 Year – Franklin Biotech and Small Cap Value performed the best in this difficult time period
5 Year – Franklin Microcap and Small Cap Value stood above the others here.
It would appear the the biotech fund might make sense in a more defensive portfolio. In times of high growth, however, it might make sense to include the Franklin Microcap Fund. I believe I will include this fund in my asset allocation mix.
Next week … the last of the stock funds … the International Funds
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