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i own this fund, it has only 43 million in assets, buys large cap growth and large cap value. lead manager on board since 2007. only lost 16% in 2008. good diversified bond holdings also.
It's actually on my to-do list for February's issue. Well-managed, keeps rising to the top of my various statistical screens. Former bank fund. "Institutional" is a misnomer, since the minimum is low. Available in all 50 states. I'm annoyed, mostly, that neither the manager nor members of the board of directors has chosen to invest in it.
Comments
It's actually on my to-do list for February's issue. Well-managed, keeps rising to the top of my various statistical screens. Former bank fund. "Institutional" is a misnomer, since the minimum is low. Available in all 50 states. I'm annoyed, mostly, that neither the manager nor members of the board of directors has chosen to invest in it.
For what it's worth,
David