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Hi Maurice, this fund looks pretty similar to my most aggressive fund MSEGX, with mine having a heavier dose of tech. Since this new manager will have access to TRPs large global analyst pool, and you have mainly value funds, I would be inclined to give it a chance. I don't know your age or tolerance for volatility, but I doubt TRP would have promoted him without feeling he could handle it under the watchful eye of senior mgmt. Just my opinion.
I own Homestead Growth, HNASX, a clone of this TRP institutional strategy. There is a profile by David available. I have growth in my retirement portfolio, despite my age. If I outlive my parents, I still have a long glide path. Sounds like a good choice your employer made.
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