Sheldon Jacobs
Sheldon Jacobs
benchmark blend fair fund large lower performance rankings
To me, it's more significant that he's in the lower rankings of performance for large blend funds, ... It's more fair to benchmark a fund to that fund's category, not an index.
close flowing funds gotten large money
Funds close for two reasons. They've gotten too large or there's too much money flowing in.
company fund groups hands larger research
The larger fund groups all have research analysts. You can't just take what the company hands you.
bought days investors missed three
You may have missed the whole rally, but investors don't know you bought it three days before.
expansive miller view
Miller has an expansive view of value, to say the least.
admit aware investors nobody wants
Nobody ever wants to admit it. Investors should be aware of it.
drive future market technology
One thing that's in the future is the technology revolution, ... But I can't think of any one thing that will drive the market higher.
nobody
Nobody really wanted to come out with an index fund.
fund good hot missed nobody record sell
Nobody is going to be perfect. I would not a sell a fund with a good record just because it missed a hot sector.
diligence following fund nobody stayed
Nobody who's following (Steadman) even with cursory diligence would have stayed with the funds, ... No-Load Fund Investor.
aggressive assets funds growth people percent plenty
There are plenty of funds that have between 25 and 33 percent of their assets in techs. Most people would be better off with that kind of aggressive growth fund,
fortunate returns
I think we'd be very fortunate in 2001 to get returns of 10 percent. Double-digit returns are a thing of the past.
care good managers market trend wrong
Managers aren't doing the wrong things - the market has changed. I don't care how good a manager is - if the trend changes, he's going to look bad.
dips far growth quite stocks tend valleys
Over the long run, they go up as far as growth stocks or growth funds, but they tend to do it with a little smoother ride, you don't have quite the same dips and valleys with the value.