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Joe G
Lv 4
Joe G asked in Business & FinanceInvesting · 9 years ago

Investors: Choose one Mid-Cap Mutual Fund CLSPX, SMVTX, or FSEVX?

I have a new 401k provider and those are my mid-cap options. My research no one stand-out. Can one of the experts here spot one better than the other? I am 43 and I can ride out the ups and downs.

3 Answers

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  • 9 years ago
    Favorite Answer

    You are being offered some good but not great funds to choose from.

    I did some research on those funds on http://www.morningstar.com/

    and in my opinion (CLSPX) is the better fund.having 4star rating and

    a double of money over 10 years.

  • 9 years ago

    If you are looking for lowest expense ratio, choose the Fidelity fund. But the other 2 have performed better over a 5 year peiod. If you want small caps included, and you don't mind index funds, then Fidelity is not a bad choice.

  • Anonymous
    9 years ago

    FSEVX has a very low Expense Ratio of 0.07%. Future performance is almost impossible to predict, the best predictor of of future performance is Expense Ratio. Remember, expenses are taken out of your income.

    Funds with higher expenses have to take on more risks to keep up with income from funds with lower expenses.

    For the most part, you should only use past performance as a gauge of how volatile a fund might be, & use it as a gauge on whether you can stomach it's ups & downs.

    Expense Ratios

    SMVTX = 1.04%

    CLSPX = 0.95%

    FSEVX = 0.07%

    Source(s): BBQ with rotten doo doo in it
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