Out of curiousity, what do you think are great balance fund options? Which one has low enough expense? Which one is more tax efficient? The ones I can think of are something like Vanguard Life Strategy funds, then there's Wellington which was started in 1929, and Wesllesley, which was started in the 70's. In the 90's, I remember being interested in Dodge and Cox Balanced, but since I went with indexing soon after, I haven't looked at them for a while.
Statistics: Posted by gavinsiu — Tue Feb 27, 2024 10:42 pm — Replies 2 — Views 350