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Learning, Sharing, and Teaching => Investor Alley => Topic started by: heybro on April 30, 2016, 03:03:01 AM

Title: Russell Small Cap Completeness Index
Post by: heybro on April 30, 2016, 03:03:01 AM

This fund is the only small cap fund offered by my employer.  Is it good?  Or is say VB, at Vanguard, more of a small cap representative fund.  I just want to be sure that I am in small cap - fully when choosing a small cap fund.  Just checking cause I can either hold small cap at work or in my own roth.  thank you!

Title: Re: Russell Small Cap Completeness Index
Post by: wienerdog on April 30, 2016, 08:37:16 AM

The best way for you to do it is go to morningstar.com and look to compare funds.  If the fund you are talking about is RSCO

http://portfolios.morningstar.com/fund/summary?t=RSCO


Notice RSCO in the Holdings Style box is a little down and to the right:

Code: [Select]

Large         0,       1,         3
Mid          10,      14,        23
Small        16,      17,        18
             Value,   Blend,  Growth

VB is
0,0,0
9,12,18
20,20,21

So RSCO is weighted a little more toward mid cap and growth than VB but not that far off.