Large-cap core funds have advanced 13.16% year-to-date, while the small-cap core funds have posted a slightly higher average gain of 13.9%.
The bottom three: small-cap core (4.9%), small-cap growth (5.4%), and small-cap value (6.1%).
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First Trust Mid Cap Core AlphaDEX Fund shares are currently trading off about 3.1% on the day.
First Trust Large Cap Core AlphaDEX Fund shares are currently trading off about 2.1% on the day.
By contrast, Ms. Lallos says the performance of JPMorgan U.S. Large Cap Core Plus has been "thoroughly middling, " and she doesn't feel it justifies the high fee.
Contrast this with the 0.05% annualized transaction costs (with no front-end load) for our highest rated small-cap growth mutual fund, Virtus Equity Trust: Virtus Small-Cap Core Fund (PKSFX).
According to the ETF Finder at ETF Channel, PAA makes up 1.66% of the Guggenheim Mid-Cap Core ETF ( AMEX: CZA) which is trading higher by about 1.8% on the day Monday.
According to the ETF Finder at ETF Channel, EEP makes up 1.23% of the Guggenheim Mid-Cap Core ETF ( AMEX: CZA) which is trading lower by about 0.6% on the day Thursday.
According to the ETF Finder at ETF Channel, PAA makes up 1.66% of the Guggenheim Mid-Cap Core ETF ( AMEX: CZA) which is trading lower by about 0.4% on the day Thursday.
According to the ETF Finder at ETF Channel, PAA makes up 1.66% of the Guggenheim Mid-Cap Core ETF ( AMEX: CZA) which is trading lower by about 0.6% on the day Wednesday.
According to the ETF Finder at ETF Channel, MMP makes up 1.21% of the Guggenheim Mid-Cap Core ETF ( AMEX: CZA )which is trading higher by about 0.2% on the day Monday.
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According to the ETF Finder at ETF Channel, EEP makes up 1.23% of the Guggenheim Mid-Cap Core ETF ( AMEX: CZA) which is trading up by about 4% on the day Thursday.
FORBES: Enbridge Energy Partners, L.P. (EEP) Shares Enter Overbought Territory
According to the ETF Finder at ETF Channel, EEP makes up 1.23% of the Guggenheim Mid-Cap Core ETF ( AMEX: CZA )which is trading lower by about 0.4% on the day Monday.
According to the ETF Finder at ETF Channel, MMP makes up 1.21% of the Guggenheim Mid-Cap Core ETF ( AMEX: CZA) which is trading up by about 1.8% on the day Monday.
According to the ETF Finder at ETF Channel, AES makes up 1.80% of the Guggenheim Mid-Cap Core ETF ( AMEX: CZA )which is trading lower by about 0.9% on the day Wednesday.
The other is as a central core position within the large cap space for both the individuals and institutional clients.
If your core portfolio is already in place, you can augment your core holdings with more specialized ETFs, which provide entry into a wide array of small-cap, sector, commodity, international, emerging-market and other investing opportunities.
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