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Thank you all for responding! For those of you interested, my portfolio consists of:
20% Artisan Global Small Cap ARTWX
52% Parnassus Equity Income PRBLX
8% Homestead Small Company Stock HSCSX
and 20% cash.
I was looking for a global/foreign larg…
@MikeM2 - i believe FMI Large Cap is also closed.. Was another fund I wanted to get into, but also missed it.. However, I'll keep my eyes open to see if they ever re-open it! Thank you!
My 1 large cap US holding is Parnassus Equity Income, but was also looking for a fund with a higher average market cap (parnassus is approx 25 billion on average)
Check out http://www.fundmojo.com/mutualfund/bestmanager.php?category=World+Allocation
maxfunds.com is a decent site too to check out various statistics on a fund
Good luck!
Not quite.. Your yield is: (4.22%-2.27%)/2.27%=.86 (86% higher than the s&p yield). Add 1 to this number to get 1.86 to obtain the figure for your yield (e.g. your portfolio is 1.86 times the s&p 500 yield).
You have an interesting mix of …
