US Stock Index: 20% Small Cap Value Index: 20% Total International Index: 25% Total Emerging Market Index: 5% Vanguard Health Care Fund: 10% Primecap Odyssey Growth Fund: 10% Total Bond Market: 10% I am 33 years old, with a long time horizon
AIEF International Stock Fund 0.26% 10% Taxable VASVX Vanguard Selected Value Fund 0.44% 1% Taxable VGHCX Vanguard Health Care Fund 0.35% 2% Taxable VTSAX Vanguard Total Stock Market Index Fund 0.05% 5% Taxable MAPIX Matthews
s top 25 funds by assets are seven actively managed funds--including Medalists Vanguard Wellington VWELX , Health Care VGHCX , Windsor II VWNFX , PRIMECAP VPMCX , and Wellesley Income VWINX --suggesting there is more to this story than a simple preference
Laura Lutton: One of our favorite funds in the health-care category is [TICKER: VGHCX ] Vanguard Health Care ( VGHCX ). This is an actively managed fund, and it gets a Gold rating from Morningstar's analysts. That means
I am overweight VGHAX (first equity investment about 15 years ago) and own none of PRHSX. Based on 10 year total performance VGHAX has done slightly worse than the Health index and shorter the period of comparison, the worse VGHAX performance. I do not understand M*'s fascination with rating it
It hasn't so far, but Obamacare is just getting started. I wonder what the long term effect will be?
Can't seem to find any news as to why this healthcare fund plummetted 8% yesterday (12/22). Any insight would be appreciated?
Meanwhile make money. Beat the S&P 500 soundly is my goal. I would be interested in others ideas. FBIOX 18.18% FSPHX 17.69% FSRFX 14.67% FPHAX 12.12 % PRHSX 9.72% PRGTX 9.69% FSAIX 6.16% FNCMX 4.14% VGHCX 2.8%
3%, so 33% is managed by Wellington Management. We like their style. Now, we are considering adding maybe 5-10% of VGHCX (managed by Wellington) to the portfolio and wonder if that would be too much overlap of holdings that are already covered
VGHCX and other HC funds have outperfomed for a few years now compared to the S&P; from what I read a lot of that was due to anticipated Obamacare signups. With the Republicans vowed to attack Obamacare, is it time to pull back on H.C. allocaton?