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VILLX

edited May 2012 in Fund Discussions
Villere Balanced. Anyone have any thoughts on this fund?

Comments

  • edited June 2012
    Somewhat volatile for a balanced fund due to its emphasis on small cap stocks in the equity portion of its portfolio.
  • In the moderate allocation space, other funds to consider would be: AFBAX, BUFBX, and ICMBX.

    AFBAX would be my preferred fund as it has the lowest standard deviations over the past 1-, 3-, 5-, and 10-year periods, and has the highest sharpe ratios over the past 1-, 3-, and 10-years. Over the past 5-years, AFBAX has a sharpe ratio of 0.44, second only to ICMBX's 0.52.

    Good news -- all of these funds have relatively low AUM and reasonable expense ratios: VILLX ($161M AUM, 0.99% ER), AFBAX ($211M, 1.14%), BUFBX ($402M, 1.05%), and ICMBX ($370M, 1.41%).

    Kevin
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