Re: OT small caps

The week's question

In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.

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Investment Strategies / Mechanical Investing

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AVUV is a good small cap value fund

Mark19, why do you think AVUV is a good fund? I looked at 10 Mid- and Small-Cap funds at 63D, 200D, and 504D (2 years), and AVUV was in the bottom quartile for each timeframe. 10th of 10 at 63D, 8th of 10 at 200D, and 8th of 10 at 504D.

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