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At a minimum, now is a good time to rebalance: sell some of your small stocks or small-stock funds that have done well and beef up your exposure to large caps. But be careful: not all big stocks are bargains, no matter how far they may have fallen. GM, for example, could end up in bankruptcy. And be patient: stocks that are out of favor rarely turn on cue. But they do turn. The trick is being there when they do. [This article contains a table. Please see hardcopy of magazine.] Large-Cap Funds Worth a Look
Fund Returns 1 year Returns 2 year Tocqueville 16.94% 8.76% Neuberger Berman Partners 17.50% 6.87% Cambiar Opportunity 8.36% 6.67% Managers AMG First Quad 18.81% 5.23% Neuberger Berman Guardian 11.66% 4.01%Source: Morningstar * Annualized