Thanks for your excellent insights!!! Would your feelings be the same for the new global balance fund GLBLX from Leuthold? Any thoughts on any of the global allocation funds like FGBLX, CAIBX and SVBAX? The last two are waiving front end loads.

You don't have a problem with potential drawdowns in funds like CGMFX, FAIRX and FLVCX in a tax deferred account? FAIRX would be down -8.04% if I purchased it on 06/02.