| T.R | Title | User | Personal
Name | Date | Lines |
|---|
| 145.1 | Ask again? | USCTR1::SCHILTON | MRO3-1/E9, DTN 297-7558 | Tue Nov 15 1994 10:31 | 12 |
|
I'll repeat the basenote ..
Any thoughts/comments/warnings/etc on Fidelity's Value Fund?
I got the prospectus yesterday, haven't read it yet, am a
beginner and need all the advice I can get.
Thanks,
Sue
ps Also, got the literature on their Asset Manager funds.
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| 145.2 | Value is up 10% this year... | 38144::WATSON | Discover America | Tue Nov 15 1994 12:29 | 8 |
| Value is having a good year, +10%. But this is the year for value.
If you have money in Windsor (fund C, 401k), you already own a value
fund. As covered elsewhere, depending on age and risk tolerance,
this may or may not be the right fund for you. But, as value funds
go, it's not a bad choice and it is NL.
I'd look at more Growth oriented funds with some international
exposure, like Oakmark or Montgomery.
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| 145.3 | | PCBUOA::KRATZ | | Tue Nov 15 1994 14:01 | 5 |
| Windsor is up a measly 4% for the year, including dividends and
income distributions, not 10%. Worse, the Digial 401k's buy ins
at the beginning of the month invariably catch it up high, meaning
you buy less shares. You would have been better off spending the
last 18 months in Fund A. kb
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| 145.4 | Up is better than down | UCROW::PEARSON | | Tue Nov 15 1994 14:57 | 9 |
| > Windsor is up a measly 4% for the year, including dividends and
> income distributions, not 10%.
At least it is up. Most equity funds are down for the year.
Many of the market mavens are predicting that for the next couple
of years the growth funds will outperform the value funds. If the
government reduces the tax for rate for capital gains, this may be
especially good for the low-cap growth funds once the initial tax
selling is over.
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| 145.5 | | PCBUOA::KRATZ | | Tue Nov 15 1994 15:14 | 1 |
| Yeah... Windsor's performance looks pretty good, relatively speaking.
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| 145.6 | Diversify | 38144::WATSON | Discover America | Tue Nov 15 1994 15:25 | 11 |
|
Fido Value is up 10% this year, not Windsor, just to clarify my
last reply. And I'm not recommending Windsor, but if you ALREADY
own it in your 401k, why buy another value style fund. And, if you
don't have a 401k started, start there.
Otherwise a growth fund, especially now in light of the possible
capital gains tax restructure, would be a better buy than the
Fido Value.
Bob
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