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Reply to "Long term holding in TWCUX, growth mutual fund"
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[quote=Anonymous]I'm 64yo retired single man. I have a diversified stock/mutual fund portfolio that was established in the late 1980s. I have an investment in TWCUX started in 1991 and it has grown to $430k. My personal rate of return is 10.3% annually over this period. The expense ratio is .60% and the turnover ratio is about 20% or less. Cost basis is $174k. I don't add to this MF anymore except for cap gains distributions. And I do tap the account to pay Tax bills, travels and home improvements. I'm not disappointed in the performance but it does generate annual Capital gains distributions which I reinvest back into the fund. This is held in an taxable account. I like the concentrated positions in this fund and it compliments my other stock positions that are more value oriented. This represents about 10% of my portfolio. I'm just curious what others have done with these actively managed funds held in taxable accts. [/quote]
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