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!
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
I stand corrected... it is RYLPX that is open and it IS NTF.