I'm keeping PCAFX and POPFX on my watchlist. Value Funds, seem to actually be conservative. PCAFX especially has a wide mandate and substantial weighting in Convertibles right now. The funds held up quite well relatively in 2008.
Anyone own either of these? The manager used to be at TRP at one point, I gathered from documentation on their website. $10K minimum and needing to open account directly with the firm would keep me out until there was a significant correction, but after that l would hold for 3-5 years.
