Small-Mid Growth Advice
ajpags 
05-13-2008, 7:49 PM | Post #2517539 |  4 Replies

I've been thinking of replacing WGROX in my retirement portfolio for the past couple years.  I've had it for some time, but the last 3-5 years haven't been that great.  While the fund performs ok, I just can't shake the feeling that it's "lost the way" (seems like it's mired in the 3rd quartile of it's peer group).

The style box for WGROX is:

0.....0.....3

2.....7.....34

8.....21.....25

I'm looking for something with a somewhat similar weighting.  Does anyone have any suggestions for a suitable replacement?  Thanks!

4 Replies
Re: Small-Mid Growth Advice
05-14-2008, 12:14 PM | Post #2517768
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I can't give you a fund with exactly that style box... RYPRX has recently re-opened (it isn't NTF either).  Far better fund imho...

erryl

 

Re: Small-Mid Growth Advice
05-14-2008, 1:40 PM | Post #2517789
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Try RYLPX.
Re: Small-Mid Growth Advice
05-14-2008, 2:02 PM | Post #2517793
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I stand corrected... it is RYLPX that is open and it IS NTF.

erryl

Re: Small-Mid Growth Advice
05-14-2008, 2:36 PM | Post #2517800
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I like HRVIX or ACRNZ. The problem with ACRNZ is asset bloat.