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Old 01-15-2006, 08:19 AM
z32fanatic z32fanatic is offline
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Default Re: Evaluating Managed Funds

[ QUOTE ]

Fairholme - 30%
Vanguard 500 Index Fund Investor Shares (VFINX) - 15%
Vanguard Small-Cap Index Fund Investor Shares (NAESX) - 20%
Vanguard European Stock Index Fund Investor Shares (VEURX) - 20%
Vanguard Total International Stock Index Fund (VGTSX) - 15%

I don't like skimping on Fairholme, though... I think it's quite likely to beat the market less fees (the fees and turnover are modest). Maybe just take out the 500 fund altogether, just letting Fairholme represent the big stuff:

Fairholme - 40%
Vanguard Small-Cap Index Fund Investor Shares (NAESX) - 20%
Vanguard European Stock Index Fund Investor Shares (VEURX) - 20%
Vanguard Total International Stock Index Fund (VGTSX) - 20%



[/ QUOTE ]

What kind of yearly return % would either of these allocations yield? Obviously nothing is guaranteed, but what would be an average yearly yield? I'm currently investing in Fidelity Contrafund just because with an average return of 12%, it seems like the best option out there.
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