VPCCX - Vanguard Primecap Core has beaten the S&P 500 handily over my holding period (~17 years) and provided a good source for harvesting significant taxable gains for my DAF. After 3 crops of DAF harvesting it is still ~12% of my equity holdings (cost basis would be ~7%). Major Rationales for purchase: Exp. Ratio: 0.460%
Large Blend w/ Healthcare Overweighting
6% Turnover
M* ratings: Gold medalist (future returns); 4-star (past returns)
Primecap team's amazing long term success story
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VPCCX - Vanguard Primecap Core has beaten the S&P 500 handily over my holding period (~17 years) and provided a good source for harvesting significant taxable gains for my DAF. After 3 crops of DAF harvesting it is still ~12% of my equity holdings (cost basis would be ~7%). Major Rationales for purchase: Exp. Ratio: 0.460% Large Blend w/ Healthcare Overweighting 6% Turnover M* ratings: Gold medalist (future returns); 4-star (past returns) Primecap team's amazing long term success story
Post: What’s your favorite actively managed fund—if any?
Link to comment from January 6, 2024