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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…
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 (…
