… s Premium Services. Any help in pointing out any conflicts with the below funds is greatly appreciated. Thank You In no specific order: UMBMX FSCRX PTTDX ICMAX OAKIX FLPSX FCNTX MACSX JABAX JATTX YAFFX PRPFX MAPIX FMIOX SGROX MERDX FPACX
… 27% ARTQX--16% FCNTX--17% SGROX --13% I have been in most of these funds ..... allocated to ulta-growth funds (FCNTX and SGROX ). Also, although the performance of ..... about the size of the fund. Both FCNTX and SGROX have huge stakes in Apple, and I am far …
… 15.5% PRPFX 28.5% IWB 20.0% SGROX 18.5% TEFQX 17.5% I really like some of these funds, like PRPFX and SGROX . I'm rather neutral on IWB and TEFQX ..... any thoughts anyone has on that fund. SGROX , TEFQX and IWB are very growth-oriented …
High expense ratio.The fund's holdings tend to carry rich valuations based on traditional metrics, and that can hurt the fund in downturns.Managers have a fair amount of their own capital in the fund.Solid long-term record.Careful management of position size based on risk/reward has curbed overall
… 16.75% High Yield Bond HIX 7.25% Diversified Emerging Markets Equity DEMSX 7.00% EMGYX 7.00% Large Growth Equity SGROX 8.25% Technology Equity TEFQX 7.75% Obviously, I have a very high concentration in bonds. The breakdown is approximately …
… PRNHX--1.8%, VEIRX--1.5%, WGROX--0.8%, WAEMX--2.6%, WAIGX--3.2%, WASIX--1.4%, SGROX --1.5% NL Bond Funds--5.3% LSGLX--0.8%, VFSUX--4.5% CDs & MM Funds--66.4 CDs--17.2%, MM …
… PRNHX--1.8%, VEIRX--1.5%, WGROX--0.8%, WAEMX--2.6%, WAIGX--3.2%, WASIX--1.4%, SGROX --1.5% NL Bond Funds--5.3% LSGLX--0.8%, VFSUX--4.5% CDs & MM Funds--66.4 CDs--17.2%, MM …
… Also, since my brokerage firm is fidelity, i prefer fidelity NTFs. These are the investments that I am thinking about: 10% SGROX (large growth) 10% AMAGX (large growth) 10% AVEDX (large blend) 10% YAFFX (large value) 10% PRPFX (conservative …
… stocks at the present time.Their total percentage is 21.69% Considering adding the following funds. OAKIX,ARTGX,PRBLX, SGROX to include LC and Int. I have small position in VWO. Your guidance and help is very much appreciated. jotpu
Looking for anyone with any insight into this fund. Being in the Large Growth arena, you would think a fund that has an expense ratio of 1.4% would not be a good performer. However this fund has ranked in the top 6% for the last 10 years, 1% for 5 years, and 2% for 3 years. It is currently ...