PFBlog logo

My Personal Finance Journey

Personal finance observation, musing and decisions in a journey toward financial independence by 36 with at least $1 million.

  Home | Feed: feed-icon.gif | About | Progress: June 07: $756,924 | Best of PFBlog | Product Reviews | PFBlog Digest | Disclaimer | Advertise | Contact Me

...

Kiplinger 25: Best Large-Cap Value Funds





Kiplinger Personal Finance's 2006 mutual fund review recommends the following funds in the large-cap value category:

T. Rowe Price Equity Income (PRFDX)
Excelsior Value & Restructuring (UMBIX)
Selected American Shares (SLASX)
Oakmark Select (OAKLX)
Muhlenkamp (MUHLX)

(P.S. The review was published in May, 2006.)

From Kiplinger's Personal Finance:

Dave Williams is not a household name, but maybe he should be. Williams has done wonders running Excelsior Value & Restructuring (UMBIX), which invests in bargain-priced stocks and then holds on to them for years. It outpaced the S&P 500 in 11 of the past 13 calendar years, and over the past ten years the fund gained an annualized 15%.

Williams broadly defines the restructuring mandate suggested by the fund's name -- he considers just about any action a company takes to improve its fortune to be a restructuring. But there's no question about his credentials as a value investor. One of his favorite spots for finding bargains is the list of stocks hitting new 52-week lows.

What do you think of this post? Be the first to share your opinions.

Enjoy the latest personal finance news and commentary at PFBlog Network.
Similar Posts

Kiplinger 25: Best Specialized Funds (August 23, 2006)
The following specialized funds made to the list in Kiplinger Personal Finance's 2006 mutual fund review: CGM Focus (CGMFX) Legg Mason Opportunity (LMOPX) T. Rowe Price Real Estate (TRREX) (P.S. The review was published in May, 2006.)
Kiplinger 25: Best International Stock Funds (August 22, 2006)
Kiplinger Personal Finance's 2006 mutual fund review made the following recommendations for international stock funds: Dodge & Cox International Stock (DODFX) Oakmark International (OAKIX) Marsico International Opportunities (MIOFX) SSgA Emerging Markets (SSEMX) (P.S. The review was published in May, 2006.)
Mutual Fund Managers Become Pessimistic (August 21, 2006)
Apparently, everything from this point on is heading downwards. Have you prepared your portfolio for this?
Kiplinger 25: Best Large-Cap Growth Funds (August 20, 2006)
Kiplinger Personal Finance's 2006 mutual fund review recommends the following funds focusing on large-cap growth stocks: Marsico Growth (MGRIX) T. Rowe Price Growth Stock (PRGFX) Masters' Select Equity (MSEFX) anguard Primecap Core (VPCCX) (P.S. The review was published in May, 2006.)

Comments
Add Your Comments









Remember personal information?








Read More ... All Other Posts In The Same Category

PREMIUM SPONSORS

Car Loans
Dallas Bankruptcy Attorney
Personal Loans
Car Finance
Homeowner Loans
Cheap Car Insurance
Mortgages UK & CCJ Mortgage
Used Cars
Loans
Commercial Mortgages and Business Loans
Guaranteed Car Finance
Payday Loan
Personal Loan
Student Loan Consolidation.com
Secured Loans
Bad Credit Loans - Free Quote