For Mutual Funds, Value is in the Eye of the Beholder
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Monday, April 08, 2013

For Mutual Funds, Value is in the Eye of the Beholder

Not every value fund is the same, each seeks value in its own way.

That, at least, is the premise that Barron's explores today in an article drilling down on the differences between various value funds.

The article, which is part of Barron's quarterly special report on mutual funds, looks at seven funds.

They are:
BlackRock's iShares Russell 1000 Value Index
State Street's SPDR S&P 500 Value
DFA'sDFA US Large Cap Value
Third Avenue's Third Avenue Value
Sound Shore's Sound Shore fund
T. Rowe's T. Rowe Price Mid-Cap Growth and T. Rowe Price Equity Income funds

The differences between value strategies "can mean different things to different people—and the performance of mutual and exchange-traded funds devoted to such strategies can diverge dramatically depending on the market environment," according to Barron's.

Read more from the article here.

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