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  #3  
Old 12-06-2006, 03:29 AM
Mark Freeland
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Default Re: Large Value Fund Recommendations

"thamsenman" <KRamanujam[at]gmail.com> wrote in message
news:1165279867.521984.258970[at]16g2000cwy.googlegroups.com...
- quote -

> Hi there,
> Does anyone have a recommendation for a good large value domestic stock
> fund?
> I'm looking for something good if not better (something may not be, I
> don't know) than DODGX. Basically looking for a similar if not better
> fund if possible. Long-term returns matter most to me, and a solid
> management I think is crucial.


Take a look at Selected American, class D (SLADX). While Morningstar
considers this a large cap blend fund, it is right on the boundary between
value and blend (as is D&C) - see portfolio plots at:
http://quicktake.morningstar.com/Fun...dtab=portfolio
http://quicktake.morningstar.com/Fun...dtab=portfolio

And here is Morningstar's analysis of Selected American (an Analyst Pick),
on Selected Share's site: http://www.selectedfunds.com/pdf/SFMstar.pdf

FWIW, S&P calls it a large cap value fund, and says it behaves as if 75% of
its portfolio were large cap value (most of the rest of the behavior being
like bonds).

Similar Market Cap to D&C ($40B vs $43B for D&C). Somewhat similar foreign
exposure (10% vs. 16%). Similar miniscule turnover (4% vs. 12%).

Long term, solid management - a dozen years (okay, so that's small compared
with D&C :-). Selected, like D&C, is very shareholder friendly. Similar
low cost (0.60% vs. 0.52% for D&C).

For mutual fund suggestions, you might also try asking at
misc.invest.mutual-funds.

Mark Freeland
BnetOnewsX[at]sbcglobal.net

  #2  
Old 12-05-2006, 04:17 PM
jIM
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Posts: n/a
Default Re: Large Value Fund Recommendations


thamsenman wrote:
- quote -

> Hi there,
> Does anyone have a recommendation for a good large value domestic stock
> fund?
> I'm looking for something good if not better (something may not be, I
> don't know) than DODGX. Basically looking for a similar if not better
> fund if possible. Long-term returns matter most to me, and a solid
> management I think is crucial.
> Thank you


PRFDX T Rowe Price Equity Income.

I own this fund in my Roth IRA

  #1  
Old 12-05-2006, 03:10 PM
Sandra Loosemore
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Posts: n/a
Default Re: Large Value Fund Recommendations

"thamsenman" <KRamanujam[at]gmail.com> writes:

- quote -

> Does anyone have a recommendation for a good large value domestic stock
> fund?
> I'm looking for something good if not better (something may not be, I
> don't know) than DODGX. Basically looking for a similar if not better
> fund if possible. Long-term returns matter most to me, and a solid
> management I think is crucial.


Are you looking for a substitute for DODGX (since it's closed to new
investors), or just another strong value-oriented fund to augment an
existing core holding in DODGX? If the former, you might look into
OAKMX. If the latter, you might look at PRWCX or MUHLX, depending on
your risk tolerance.

-Sandra

 
Old 12-05-2006, 02:36 PM
Elle
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Posts: n/a
Default Re: Large Value Fund Recommendations

Some dividend achieving (and so IMO large value) domestic
ETFs that have me intrigued are Powershares PEY, PFM, and
PHJ funds. See
http://www.powershares.com/onlineproductinfo.aspx

www.wisdomtree.com , with some input from Jeremy Siegel,
also has some interesting strategies for large value stocks.
For example, see its DLN fund.

  #-1  
Old 12-05-2006, 09:01 AM
thamsenman
Guest
 
Posts: n/a
Default Large Value Fund Recommendations

Hi there,

Does anyone have a recommendation for a good large value domestic stock
fund?

I'm looking for something good if not better (something may not be, I
don't know) than DODGX. Basically looking for a similar if not better
fund if possible. Long-term returns matter most to me, and a solid
management I think is crucial.

Thank you

 

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fund, large, recommendations
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