Size Mattered

The first three quarters of 2013 have been like watching Revenge of the Nerds. The Vanguard Small Cap Growth ETF (VBK) and the iShares S&P SmallCap 600 Growth (IJT) led the way with total returns of 28.94% and 27.78% respectively. A bit surprisingly, in a weak economy, consumer discretionary was the top performing industry category.

Rising interest rates torpedoed normally staid bonds. 20-year Treasury bonds dropped 12.2% as meager coupons couldn't offset falling bond prices. The seven- and 10-year Treasuries did what was expected in that context. They declined by about 5% over the nine months....261 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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