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Re: What I want in a fund
closer
02-09-2008, 10:58 AM | Post #2485969
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I am looking at a SmartMoney Fund Screen I clipped out of the Wall Street Journal some time ago. It lists no-load equity funds that ranked in the top 10% of their categories since inception. Dodge & Cox Balanced is not on the list. Those classified as balanced funds, in order of their annualized total return since inception, are Janus Balanced (JABAX), Value Line Income and Growth (VALIX), Fidelity Balanced (FBALX), and Mairs & Power Balanced (MAPOX). You might want to look at their recent performance in the thread that's tracking the PRWCX horserace in 2008.
Topics
Dodge & Cox Balanced
Fidelity Balanced
Mairs & Power
Value Line
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