Thanks for bringing this to our attention. Most funds are "watered down" enough with diversification, and that is why I use a focused growth mutual fund and play individual stocks for the dividends in the S & P (JNJ & MSFT) whom I think can have limited downside and it's worked out fairly well in this recession so far...
International Overdiversification [View article]
Most funds are "watered down" enough with diversification, and that is why I use a focused growth mutual fund and play individual stocks for the dividends in the S & P (JNJ & MSFT) whom I think can have limited downside and it's worked out fairly well in this recession so far...