Quote:
Originally Posted by aida2003
At the first look, the 2nd fund looks better. Per M*, the first choise doesn't beat 4.75% (except the 5-year time frame) and has more tax exposure: T. Rowe Price Spectrum Income Report (RPSIX) | Tax Analysis
Sure, past results don't guarantee the future.
Overall, they seem to be good choices to explore and from a good fund family.
BTW, could you clarify for me "PRPFX is a 30-5-16-16-16-16" allocations because at a quick look I didn't see them on M*? Thanks |
PRPFX-
25% of fund is gold
5% is silver
the other 70% is equally divided amongst:
natural resources/utility stocks
high growth stocks
US government bonds (I bonds or TIPs maybe??)
swiss francs
so it is 25-5-18-18-18-18. Had my math wrong before, oops.
RPSIX I look at 5 and 10 year returns (7.44% and 6.16%) when making the case for it.