TITLE

Multiply Returns by Dividing

AUTHOR(S)
Israelsen, Craig L.
PUB. DATE
October 2011
SOURCE
Financial Planning;Oct2011, Vol. 41 Issue 10, p119
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article focuses on the equally weighted three-fund approach in investment to gain stock market exposure in the U.S. It notes that allocation resulting from such approach is one-third large-capitalization (cap), one-third mid-cap and one-third small-cap. It adds that a three-fund approach taken from January 2001 to December 2010 has yielded an annualized return of 5.2%. Advantages of a three-fund approach over a single mega-fund approach are mentioned, one is separable performance.
ACCESSION #
66464469

 

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