Page 47
Facsimile
Transcription
THERE ARE SO MANY to choose from, over all funds. Or are there? When you weed of the Loads, and focus on the type of fund (aggressive, growth, income,...) then it cuts down very quickly. I don't want aggressive because they're too volatile and I don't want income (primarily) because of my tax bracket. Looking through the CR for LTG and GI which are no load, I see about 74. Marketing those in the Feb 15 MF Selector, I see only the following which have NAV (incl div + gains of)
1 yr > 8%
3 yr > 60%
5 yr > 120%
10 yr > 600%
They are
Lindner Dividend Fund
Lindner Fund (Closed)
Mutual Shares
Nicholas
Sequoia (Closed)
Windsor (Closed)
20th C had it all for 3, 5, 10 but not last year. So maybe good value now.
(Not that Portfolio turnover isn't a big issue anymore with Cap Gains holding period down to 6 months).
Now...wait for prospectuses.
Notes and Questions
Nobody has written a note for this page yet
Please sign in to write a note for this page