T. Rowe Price Growth Stock Fund (PRGFX). I’ve held it for years and it’s been a superb performer. It’s up 20% YTD on top of a 45% gain in 2023; a rebound from a terrible 2022. Over 15 years, the fund has returned 15.5%. TRP fees are in the lowest quartile in the industry. It’s reliable and one of my largest holdings.
In my Vanguard brokerage account I have VTCLX Tax-Managed Capital Appreciation and VTMSX Tax-Managed Small Cap, each with expense ratio 0.09%. One might call these funds index-adjacent: their “unique, index-oriented approach attempts to track the benchmark, while keeping taxable gains to a minimum.” (My traditional and Roth IRAs have only index funds.)
Vanguard Wellington have had for 30 yrs 0.25%ish fee with 8% return forever…….just reinvest sit back and watch climb take out if need cash…..simple and makes me a happy camper with no fuss
FTHNX is the only actively managed fund I own. It is currently closed to new investors.
For those who don’t recognize the ticker symbol — which includes me:
https://www.morningstar.com/funds/xnas/fthnx/quote
T. Rowe Price Growth Stock Fund (PRGFX). I’ve held it for years and it’s been a superb performer. It’s up 20% YTD on top of a 45% gain in 2023; a rebound from a terrible 2022. Over 15 years, the fund has returned 15.5%. TRP fees are in the lowest quartile in the industry. It’s reliable and one of my largest holdings.
In my Vanguard brokerage account I have VTCLX Tax-Managed Capital Appreciation and VTMSX Tax-Managed Small Cap, each with expense ratio 0.09%. One might call these funds index-adjacent: their “unique, index-oriented approach attempts to track the benchmark, while keeping taxable gains to a minimum.”
(My traditional and Roth IRAs have only index funds.)
Vanguard Wellington have had for 30 yrs 0.25%ish fee with 8% return forever…….just reinvest sit back and watch climb take out if need cash…..simple and makes me a happy camper with no fuss