Jul 11 2005
Simplicity has its rewards when setting portfolio
John Waggoner, personal finance columnist for USA TODAY, makes the case for simplfying your mutual funds portfolio and cites Charles Schwab & Co., as saying you should own no more than three actively managed funds per asset class: Large-company stocks, small-company stocks, international stocks,and one to two bond funds. He also covers rebalancing your fund portfolio, and mentions a few funds to consider, top-performing large-company core funds over the past five years, including: Oakmark Fund OAKMX, Primary Trend PTFDX, UBS US Large Cap Eq A BNEQX, Delaware Large Cap Value A DELDX, and Lord Abbett Large Cap Core A LRLCX.
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