When a Value Fund/ETF Isn't

[Deleted]

This is a good reminder to know what you own.  I recently started buying FDVLX as a value fund because I didn't find passive choices that were truly value.  

I have owned PG for years. I have taken capital gains several times.  Same with CLX.  These have been traditionally viewed as value stocks, but their p/es grew to that of growth stocks.  And of course are correcting as they should. I keep base level positions in both and will forever (hopefully).  

When I was looking at "value" etfs - there was PG, just like this article is saying in LC value.  Along with JPM, and many others.  BRK too - which is value priced. So, I went with a mid cap value active managed fund and figured I would stick with the LC value stocks I already have.  Buyer beware.

www.investing.com/analysis/value-stock-funds-are-lacking-value-200617584

[Deleted]

Good article. I think SCHD is only pure value play I have. All other are either blend or growth. Even Berkshire is like 50% apple.

I have been thinking of DODGX as my next value play. Dodge and Cox had horrible 2008, 4 out of their top 10 companies disappeared from face of earth. So that does worry me. But I should not judge on one data point. Oakmark is another value shop.

[johnsmith]

@slooow,

www.cambriafunds.com/etfs

here are some funds based on value principles.

very new.

high expense ratios.

high trading costs (difference between buy/sell bids is wide).

May be good for really long term investments.

[Deleted]

Avantis ETFs are pure factor ETFs and competitively priced. The ETF company was founded by ex Dimensional Fund Advisors executives and uses very similar construction and trading strategies to DFA.
www.avantisinvestors.com/content/avantis/en/investments.html?utm_source=google&utm_medium=paidsearch&utm_campaign=etf-grp2019&utm_content=brand&gclid=Cj0KCQjwsdiTBhD5ARIsAIpW8CLG1DgIn-GvK0UaOs9-SSLznsTQjvdJz-9dtJcT51NwOo8b_8rqyfsaAidLEALw_wcB

[fred495]

You may want to check out CDC. According to M*, 70% of this ETF's portfolio is classified as "value".

It has exposure to high-dividend-yielding, large-cap U.S. stocks that have at least four consecutive quarters of net positive earnings.

It offers a disciplined and balanced investment approach that manages risk by automatically reducing exposure to stocks during periods of significant market declines, and reinvests when market prices have further declined or rebound:

YTD=2.5%
1 YR=9.6
3 YR=19.4
SEC Yield=3.1%
Std Dev=15.6

Good luck,

Fred