Vmlux

[hoops]

Has anyone been invested in this fund for any length of time and are you happy with the returns?Thanks.

[pb4uski]

I used to own this fund when I was working and in a high tax bracket. It is a fine fund.

[amfox1]

I am in the fund and am happy with it. While I ER'ed this year, I am still in a high tax bracket.

[Rascal]

I am in this one, too. It seems to be fairly low risk and returns are way better than money market for us risk-adverse investors.

[MBAustin]

Quote:

Originally Posted by Rascal I am in this one, too. It seems to be fairly low risk and returns are way better than money market for us risk-adverse investors.

+1

We use it for our 3 year out cash buffer so that we can hopefully avoid selling equities when the markets are really low. We take the (tax-free) dividends in cash each month which is part of our spending plan. I'm staying in it as even though our income is quite low right now, it will go back up to the point that taxes will have an impact when I start taking my pension in 3 years, so no point in moving it for just a couple of years. YMMV.