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randynevin

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randynevin
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  • ICRIX returns have been good. Turnover has been low. The only negatives I see are: (1) expense ratio of 1.25% is too high, (2) despite the low turnover, tax efficiency has been low, so prefer to use it in a tax-sheltered account, and (3) inception…
    in ICRIX Comment by randynevin August 2011
  • Vanguard Wellington is an excellent balance fund. I'm not sure which of these would be available through the brokers you list, but these are other good balanced funds: FPA Crescent (probably not available), Manning&Napier Pro-Blend Ext Term S (…