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OUR LIST OF RECOMMENDED MUTUAL FUNDS
(MONEY Magazine) – New to the list is Primecap Odyssey Aggressive Growth, which replaces the recently closed Third Avenue Small-Cap Value. This midcap growth fund, managed by the successful team that heads up the closed Vanguard Capital Opportunity, invests in the same kind of undervalued, fast-growing companies. The 1.25% expense ratio, while high, is below the midcap category's average. NOTES: As of March 16. N.A.: Not available. [1] Annualized. [2] Audited and annualized figures except on Fidelity. [3] Includes a waiver. SOURCES: Lipper, New York, 877-955-4773; the fund companies. |
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