… some of the funds. I would like help creating a new portfolio. I am 46 and my current portfolio is as follows: FLPKX 20%, NBGEX 15%, TEMWX 15%, FIDKX 15%, FBAKX 10%, FAGIX 10%, NYVTX 10%, FNARX 5%. Other Choices: LC: FEIKX, FGCKX, FMGKX …
… some of the funds. I would like help creating a new portfolio. I am 46 and my current portfolio is as follows: FLPKX 20%, NBGEX 15%, TEMWX 15%, FIDKX 15%, FBAKX 10%, FAGIX 10%, NYVTX 10%, FNARX 5%. Other Choices: LC: FEIKX, FGCKX, FMGKX …
There's no reason to be concerned about this mutual fund's category change.
… suggestions on how to hedge against this using the funds in my 403(b). Here is what I have to work with: CURRENT: FLPSX 20% NBGEX 15% FDIVX 15% TEMWX 15% FAGIX 10% NYVTX 10% FBALX 10% FNARX 5% CHOICE OF OTHER FUNDS: LC: FEQIX,FDGRX,FOCPX,FMAGX …
CURRENT: FLPSX 20% NBGEX 15% FDIVX 15% TEMWX 15% FAGIX 10% NYVTX 10% FBALX 10% FNARX 5% CHOICE OF OTHER FUNDS: LC: FEQIX,FDGRX,FOCPX,FMAGX …
CURRENT: FLPSX 20% NBGEX 15% FDIVX 15% TEMWX 15% FAGIX 10% NYVTX 10% FBALX 10% FNARX 5% CHOICE OF OTHER FUNDS: LC: FEQIX,FDGRX,FOCPX,FMAGX …
… LG - JMCVX - Janus Mid-Cap Value - NBGEX - Neuberger-Berman Genesis Trust (small ..... ignore it.) What I see is JMCVX and NBGEX are actually both mid-cap funds and very large with >$10B AUM. NBGEX has a very low turn-over rate, so many …
Hello! I am attempting to build my own Roth porfolio. I am young and am in no rush, so I'm looking for long term returns here. I was looking at the following funds for the base of my Roth and then possibly throwing in a few Bond ETF's or something along those lines... trying to create something of a 9:1 ratio...maybe a tad more in bonds. I was looking at the following funds and wanted some opinions for what I should be studying when getting ready to pick my fund. American Century Equity Income (TWEIX) Fidelity Contrafund (FCNTX) Yacktman (YACKX) Neuberger Berman Genesis ( NBGEX ) There are bits and pieces that I like to each, but would like any opinions out there. Side questions: 1) If a fund has a high turnover % does that translate into a higher expense ratio? 2) Is the strategy of screening for 4 & 5 star funds flawed in any way as far as beginners are concerned?
Large asset base for a smaller-cap fund.Doesn't offer dedicated small-cap exposure due to its huge size and significant mid-cap stake.Excellent long-term performance, especially in market downturns.Highly tax-efficient, thanks to low turnover.Low volatility.Judy Vale has managed this fund since