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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Larry S. who wrote (16791)	4/9/2003 1:05:37 PM
From: sjemmeri	Respond to of 78648

For those wanting to compare their value mutual funds to an index, the chart linked provides 7 choices more appropriate than the SP500: siliconinvestor.com Unfortunately, none of these chart back further than 3 years(well they could be found somewhere else). Over that time, the returns range from about 5 % for the smalls to -30 % for the bigs. Any funds seriously underperforming these should be questioned.

To: Larry S. who wrote (16791)	4/9/2003 1:38:09 PM
From: Jurgis Bekepuris	Respond to of 78648

Larry, Personally, with mutuals I am "buy and forget" investor. I buy them because of their management and their investing acumen, so unless the management changes, I never sell. (Exceptions: 401(k) funds that are not the best, because of the 401(k) limitations. I plan to switch out of them once I roll over 401(k) into IRA). I also don't have any predictive abilities, so I never roll to things like "high yield". BTW, IMHO bonds were a place to be when they yielded 15% and inflation was roaring. Now we are on the opposite end of the swing, neh? But I am no bond expert. :-) Jurgis - I thought about PIMCO bond fund for balance and then nixed the idea... :-)