Nov

2

 A random look at S&P web site shows that the 10 year performance of big cap, mid cap and small caps are roughly as follows:

Big (500) 3% Mid (400) 10% Small(600) 10%

The big caps have significantly under performed the other sectors of the market. Even REIT's have had about a 12% return which seems surprising given the real estate market.

However the question that leaps to mind is why is there such a disparity between big caps and the broader market?

Dr. McDonnell is the author of Optimal Portfolio Modeling, Wiley, 2008


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