MainStay ICAP Select Equity I ICSLX

… other charge, the better-diversified Oakmark Fund OAKMX, is also available with a $1,000 minimum.) ICAP Select Equity ICSLX Like Oakmark Select, this value-minded fund packs a lot of assets into its top holdings and has a good record of seeing its …

… Fed Strat Val Div SVAAX Lg val 2,611.1 15.35 86 65 Homestead Val HOVLX Lg val 580.7 14.85 17 19 MainStay ICAP Sel Eq ICSLX Lg val 3,520.9 14.54 56 20 GMO Intl Growth Equity GMIGX For lg bld 3,494.8 14.49 87 28 Primecap Odyssey Stock POSKX …

I need to sell off a chunk of something to pay a big bill, and am deciding what to sell.  The candidates are: Harbor Bond HABDX:   Bought it when TCW imploded a few months ago, have made a nice 1.7% increase on NAV rise.  First dividend just paid yesterday ($0.0476/share) works out to a miniscule 1.5% annual yield.  I never intended to hold this fund for too long; I'm not comfortable with PIMCO generally, nor the fact that Bill Gross manages more money than the GDP of all but the 14 largest countries on Earth. Thornburg International TGVIX:   No complaints, but I own a lot and it's a candidate for selling.  52% in UK/Western Europe could be a liability if Europe goes down the gurgler.  I'll still have plenty if I sell some. Third Avenue Small Cap TASCX:   Some complaints: 3- and 5-year TR is in the 69th and 77th percentile of category.  I actually think it's a good fund in a slump, and for that very reason am reluctant to sell.  On the other hand, small caps have run up a lot more than the overall market in the last year, so.... Fairholme: Again, no complaints, but it's a big position and therefore a candidate for sale.  Also I'm concerned about how "hot" and popular the fund has become, plus the manager starting up a bond fund.  I'll still have plenty if I sell some. NOT considering selling:   OAKBX, FPACX, IVWIX, ICSLX , JENSX, FLTMX, FTABX, VGPMX. Any thoughts?  Whichever one gets the most votes, I'll probably sell.  Vote!  Seriously--TIA for thoughtful input.