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| "thamsenman" <KRamanujam[at]gmail.com> wrote in message news:1165279867.521984.258970[at]16g2000cwy.googlegroups.com... - quote - > Hi there,
Take a look at Selected American, class D (SLADX). While Morningstar> 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. 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 |
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#2
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| thamsenman wrote: - quote - > Hi there,
PRFDX T Rowe Price Equity Income.> 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 I own this fund in my Roth IRA |
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#1
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| "thamsenman" <KRamanujam[at]gmail.com> writes: - quote - > Does anyone have a recommendation for a good large value domestic stock
Are you looking for a substitute for DODGX (since it's closed to new> 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. 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 |
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| 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. |
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#-1
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| 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 |
| Tags |
| fund, large, recommendations |
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