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The fund is closed to new investors, but Vanguard expects to soon open a new large-cap blend fund run by Primecap.
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Over its 7.6 years, its 17.3% annualized return well outdid the 12.0% return of the average mid-cap blend fund.
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Coming off of a 48% return in 2003, and a 25% return last year, Muhlenkamp is up 4.2% in 2005, but the large-cap blend fund has come back with a vengeance in the past eight weeks, advancing 11.2% since April 28.
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Schwab US Dividend Equity ETF (SCHD) is my top-rated all-cap blend ETF and FundVantage Trust: Formula Investing US Value Select Fund (FNSIX) is my top-rated all-cap blend mutual fund.
FORBES: Turn Off The TiVo And Get Some Bed, Bath In Your All-Cap Blend Funds
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Starboard Investment Trust: Roumell Opportunistic Value Fund (RAMVX) is my worst-rated all-cap blend mutual fund and earns my very dangerous rating.
FORBES: Turn Off The TiVo And Get Some Bed, Bath In Your All-Cap Blend Funds
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The large-cap blend style ranks first out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report.
FORBES: Large-Cap Blend Funds Need More Microsoft, Less BofA
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First Trust owns the ISI ChIndia (FNI) ETF, a low volume fund, but the only pure-play blend of the two Asian EM powerhouses.
FORBES: Sept Picks in the BRICs By Four Money Managers
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The fund manager then splits up your investment between stocks and bonds, changing that division to a more conservative blend as the target date looms, or soon after.
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