"HW "Skip" Weldon" <skip5700removethis[at]hotmail.com> wrote in message
news:c5cfd1tcpukqfgbat0j8np2a6ba2rmc59a[at]4ax.com...
- quote -

Teach a man how to fish ...
http://cgi.money.cnn.com/tools/funds...ndscreener.jsp

Use most of the default settings - stock funds only (no sectors, int'l,
bond), and then midway down, ask for no loads only; finally in the last
section, enter your own value for trailing 12-month yield (remember to enter
2.49, since the test is for > your yield; M* shows your sample fund,
Vanguard EI at exactly 2.5% yield TTM). That's not quite current yield, so
you might want to reduce the number you input by a little.

You can sort by expense ratio (so that you can easily find the low cost
funds), and just mentally ignore conservative/moderate allocation funds.
Now this tends to leave you with oddballs, like Payden Market Return and Met
West AlphaTrak 500 (that use futures for the advertised pure equity exposure
and invest the assets in bonds), and ING Corporate Leaders (that never, ever
changes its holdings from 1935).

There's not much that is cheap, no load, pure stock, and "normal".
Ameristock?

--
Mark Freeland
nNeEwTs[at]sonic.net

These meet 100% stock criteria:

T. Rowe Price DIVIDEND GROWTH
T. Rowe Price BLUE CHIP GROWTH
T. Rowe Price EQUITY INCOME

I am disappointed I could not find yield of mutual funds easily from
TRP web site

As you may be aware, the 2.5% yield you're asking is the deal breaker.

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Fidelity and T Rowe Price.

Have you or your client considered ETFs? By my recollection there are ETFs
that fit your criteria, and, as you know, just about everyone here thinks
ETFs are the greatest thing since sliced bread. ;-)

Am looking to identify *stock* mutual funds with following
characteristics:

No-load, low expense ratio
Blue chip domestic companies, diversified
Current yield of 2.5%+
Stocks only, no bonds.


One that fits is Vanguard's Equity Income fund.
Any other suggestions?

Would be particularly interested in any funds from Fidelity, American
Century or T. Rowe Price.



-HW "Skip" Weldon
Columbia, SC