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Strategies & Market Trends : Value Investing

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From: Elroy	7/26/2017 8:54:12 PM
	Read Replies (1) of 79085

This question is sort of off topic, if there is a topic, but anyways....... I've held a mutual fund in my Roth IRA for almost 20 years. It's Invesco Global Health Care Fund with a ticker GTHIX. It's up about 220% in about 20 years. Waterhouse shows it as only up 26%, but I think that's because the fund pays out distributions on dividends and capital gains each year (which I reinvest), and they increase my cost basis while also increasing the value of my holdings. Is there some place (Morningstar??) where one can look to see if this fund has been good, bad, average, or anything like that? This thing has been just sitting in my Roth forever, it's by far the longest holding I have, everything else was purchased in 2008 or later. Does anyone have the ability to see if it's a good holding or not?

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