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These mutual funds and ETFs blend growth and value large-cap stocks and earn Morningstar Analyst Ratings of Gold.
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Comments
Lemme get this straight: Buy a Total Stock Market index and/or S&P 500 Index for your core holding? Duh.
Moving past the obvious, if you remove ALL of the (unbelievable number of) Total Stock Market Index and S&P 500 Index, what do you really have?
One that you have is OAKMX, a 2-star, dog of a fund that's been mired in 3+ consecutive years of horrific underperformance, that you couldn't pay me to own. Pretty much ditto on FMIHX which is already DOWN 3+% YTD.
The author should have just stuck with the obvious.