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Personal Investments • Re: Notable actively managed 50+ funds

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So, I like old funds with strong management guiderails and lots of performance history. My favorite are…

Vanguard Wellington 1929 & Vanguard Wellesley 1971…

What are some of your favorite actively managed funds that are still around and have 50+ years of history?

Please don’t degrade this thread into how I’m wrong and should be in indexes. There are many right ways to invest! Please keep this thread positive and on topic!

John
This is a forum dedicated to a certain set of philosophical concepts, one of which is "never time the market". It would be unrealistic to believe that you're going to not get at least some pushback regarding actively managed funds with this audience.

That's not to say that actively managed funds aren't sometimes discussed here. They are. There are some here that will argue that anything that isn't a total market fund must by definition be actively managed because, whether it's a person making investment choices or a set of rules that determine whether an investment is in or out, choices are being made.

Cheers.

Statistics: Posted by dcabler — Fri Jan 03, 2025 2:38 pm



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