Small-Cap Value Funds and REITs.

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at
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Small-Cap Value Funds and REITs.

Post by at » Thu Feb 14, 2008 10:29 pm

Hi,

do indexed SCV funds invest in REIT companies? Thanks.

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PiperWarrior
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Post by PiperWarrior » Thu Feb 14, 2008 10:56 pm

VISVX Vanguard Small-cap Value does. I don't know about other small-cap value funds.

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tfb
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Post by tfb » Thu Feb 14, 2008 11:21 pm

They all do. When I looked them up last time (from semi-annual reports on SEC's EDGAR site), Vanguard Small Value fund had 14%, iShares S&P 600 Value ETF had 7%, iShares Russell 2000 Value ETF had 9%.
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Robert T
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REITs in SV

Post by Robert T » Fri Feb 15, 2008 9:00 am

.
From my last look at this for small value http://www.diehards.org/forum/viewtopic ... ght=#33703 and mid value (somewhere in this thread http://www.diehards.org/forum/viewtopic.php?t=8293)

...............................................% REITs

SMALL CAP VALUE
Vanguard small value..................14.8
iShares S&P600 value...................7.1
iShares Russell 2000 value.........11.9
Rydex S&P600 pure value.............4.9
DFA small value.............................0.5

MID CAP VALUE
Vanguard midcap value...............12.1
iShares S&P400 value...................8.8
iShares Russell midcap value........8.4

Robert
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Downeastah
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Post by Downeastah » Fri Feb 15, 2008 10:39 am

So if one only wants 10-15% REIT exposure, they can do it with this fund only, and forego a separate REIT fund, correct?
"If everybody is thinking alike, then somebody isn't thinking." George S. Patton, Jr.

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Random Musings
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Post by Random Musings » Fri Feb 15, 2008 1:04 pm

So if one only wants 10-15% REIT exposure, they can do it with this fund only, and forego a separate REIT fund, correct?
Take the VG SCV for example - if your total portfolio allocation was 100% SCV from Vanguard - roughly 15% in REIT's for total portfolio. Not a very diversified portfolio, eh? No international, no bonds and so on....

Hence, utilize REIT index with other asset classes (including the SCV if you are so inclined). Then rebalance portfolio but take into consideration potential tax consequences.

RM

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