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Post by mattm on May 22, 2023 17:51:24 GMT
***Also posted under Mutual Funds
I currently hold FXAIX (FIDO) and PRILX (Parnassus), taxable and ROTH, respectively.
I am looking to compliment each of them with another fund (Mutual or ETF). I currently also have a small position in TDVG (PRDGX-TRP) but not sure if it's the best complimentary LCB option.
I am having a little difficulty narrowing down an ETF or Mutual fund; a consideration is JQUA (JPMorgan Quality Factor). One issue I am coming across is tax efficiency; most of my DD is leading me to higher than desired Tax Cost Ratio Mutual funds and some ETF's with .7 - .8 TCR.
Not that .7 - .8 is terrible, but if I am to invest in an ETF, I would prefer a more tax efficient one, if possible. Maybe it's not viable for this category?
EDIT: Just came across a 1-year old ETF from Capital Group "CGUS" (combining Growth and Income....can serve as a compliment to the S&P 500....). Any thoughts on this?
I'm looking to invest about 10% in this "complimentary" MF and/or ETF
Any suggestions, constructive criticisms, thoughts or idea's are very welcome!
Thank you in advance!
Matt
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Post by Deleted on May 22, 2023 19:37:14 GMT
I am pairing PRILX and VWENX with LCG funds - FBCG (Fidelity Blue Chip Growth ETF) , FDGRX (Fidelity Growth Company) and NPFFX (American Funds New Perspective).
FDGRX is closed but available in my 401k.
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Post by mattm on May 24, 2023 10:43:09 GMT
Thank you waffle2!
I thought about an allocation fund but I’m thinking a little higher percentage in stocks might be better in the longer run. I still have 10 years to work with.
Do you know of a non-allocation fund or two that i should look into?
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