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The Best Core Stock Funds - M*

edited January 2021 in Fund Discussions
These mutual funds and ETFs blend growth and value large-cap stocks and earn Morningstar Analyst Ratings of Gold.
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  • edited January 2021
    I saw this list in the M* article. Pretty hard to create a more obvious list than this for suggested core holdings.

    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.
  • If you evaluate these funds through the full market in 2020, the list may get considerable smaller. FMI funds, for example, was 3 alarm funds last years as noted on this discussion board
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