Large Blend/Value YTD ... FLCSX, SCHD, PARWX, PRBLX, FXAIX

JonGaltIII

Barron's ... https://www.barrons.com/articles/inflation-is-here-to-stay-how-to-adjust-your-portfolio-51649426800 suggests FLCSX in the stock section. It wasn't on my watch list. Let's see YTD performance / ER:

FLCSX -.45% / .48%
SCHD -1.04% / .06%
TRVLX -1.80% / .77%
FXAIX -5.46% / .015%
PARWX -6.24% / .88%
PRBLX -6.59% / .84%

Parnassus funds previously discussed lack of energy / ESG focus sure affects performance. SCHD has the lowest ER, followed by FXAIX and close behind FLCSX. Any other favorites?

Barron's: "The $3.2 billion Fidelity Large Cap Stock (FLCSX), which returned 13% a year over the past five years, beating 88% of peers, is another core fund with a value bent that has a higher allocation than peers to inflation beneficiaries such as energy. “If you think oil prices will stay high, energy stocks aren’t expensive versus history,” says manager Matthew Fruhan."

carew388

SCHD is 1 of my favorites with the added benefit of an etf structure.

Mark

Minor correction, according to your ER figures listed above FXAIX has the lowest ER followed by SCHD.

fred495

CDC, a large value ETF, is one of my favorites:

YTD=5.01%....3Year=20.36%...5Year=14.65%
SD=15.44...Sharpe=1.26...Sortino=2.33
ER=0.36%
SEC Yield=2.91%

Good luck,
Fred

Dennis Baran

@fred495 CDC = GO (Great Owl) per MFOP

shipwreckedandalone

on watch CGDV.