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!
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.