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Investing in large value fund
Old 01-13-2012, 12:51 PM   #1
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Investing in large value fund

For the large cap portion of my portfolio, I am invested in VPCCX and SLADX in taxable accounts. I am thinking of selling SLADX and looking to replace it with a large cap value fund that doesn't have a huge stake in financials.

I was thinking of VEIPX or EQTIX, but not sure if they are tax efficient. Does anyone think these are good options or if you could offer any other suggestions, I would welcome feedback.



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Old 01-13-2012, 12:57 PM   #2
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Here's where I've always gotten the tax efficiency metrics I use FWIW...

Vanguard Equity-Income Inv (VEIPX) Fund Tax Analysis

Shelton Core Value Direct Shares (EQTIX) Fund Tax Analysis

All my LCV $ is in VVIAX, so I have no recommendation.

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Old 01-13-2012, 09:01 PM   #3
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Originally Posted by Midpack View Post
All my LCV $ is in VVIAX, so I have no recommendation.
Same here but in the equivalent ETF, VTV. Large cap value is suppose to be the most likely part of the "value premium" to appear from what I understand. The small premium is less stable apparently. I don't worry about taxes because this is in tax deferred or tax free accounts.
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