Hi there,
Does anyone have a recommendation for a good large value domestic stock fund?
I'm looking for something good if not better (something may not be, I don't know) than DODGX. Basically looking for a similar if not better fund if possible. Long-term returns matter most to me, and a solid management I think is crucial.
Thank you
Some dividend achieving (and so IMO large value) domestic ETFs that have me intrigued are Powershares PEY, PFM, and PHJ funds. See
Are you looking for a substitute for DODGX (since it's closed to new investors), or just another strong value-oriented fund to augment an existing core holding in DODGX? If the former, you might look into OAKMX. If the latter, you might look at PRWCX or MUHLX, depending on your risk tolerance.
-Sandra
PRFDX T Rowe Price Equity Income.
I own this fund in my Roth IRA
Take a look at Selected American, class D (SLADX). While Morningstar considers this a large cap blend fund, it is right on the boundary between value and blend (as is D&C) - see portfolio plots at:
Similar Market Cap to D&C ($40B vs $43B for D&C). Somewhat similar foreign exposure (10% vs. 16%). Similar miniscule turnover (4% vs. 12%).
Long term, solid management - a dozen years (okay, so that's small compared with D&C :-). Selected, like D&C, is very shareholder friendly. Similar low cost (0.60% vs. 0.52% for D&C).
For mutual fund suggestions, you might also try asking at misc.invest.mutual-funds.
Mark Freeland snipped-for-privacy@sbcglobal.net
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