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I Would Appreciate Any Opinions About The HEIFX Fund - I Am Considering Buying It Because According To Morningstar It Is a Low Risk Moderate Allocation Fund, With Decent Performance.
If you are looking at a moderate allocation fund, I prefer FPACX and OAKBX. Some here also like PRWCX. GAINX does not have bonds. Whether adding bonds to your portfolio is prudent, is a different question. If you are looking only for a stock fund oriented towards dividend-income, take a look at ETFs like HDV or VIG. I have bought HDV almost three years back and have added every year. So far so good. I have been tempted to buy individual dividend-stocks, but low expenses of HDV (0.14%) are attractive.
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I have been tempted to buy individual dividend-stocks, but low expenses of HDV (0.14%) are attractive.