Find the right fund to suit your portfolio.
00:00 Introduction
00:26 Vanguard High Dividend Yield Index VHYAX
00:48 Dodge & Cox Stock DODGX
01:10 Oakmark Select OAKLX
Russel Kinnel: Large value has been a sleepy corner of the market as we all are watching Nvidia NVDA and the rest of the “Magnificent Seven,” but when growth stocks crater, you’ll be glad you had some value exposure. I’ve chosen three of our favorite value funds for three different goals. I’ll work from the left side of the style box with the most value-laden fund to the value/blend border.
If you want some ballast for a growth-heavy portfolio, look for an equity-income fund. Vanguard High Dividend Yield Index Fund tilts toward higher-yielding stocks without leaning on the very highest-yielding names, which are pretty risky. Dividend payers stay squarely on the value side of the style box so you can be confident this fund will give you steady value exposure. This Gold-rated fund’s Admiral shares charge just 8 basis points.
For a fund that lands right in the middle of the universe, I like Gold-rated Dodge & Cox Stock. It’s an excellent stock-picking vehicle with a deep bench of managers and analysts. They look for companies with strong management teams, competitive advantages, and shares priced at modest valuations. Over the long haul, results have been strong.
Finally, I have a focused fund that straddles the value/blend border. If your portfolio is already well diversified and you just want a great stock-picker, you’ll like Oakmark Select. It’s a focused fund looking for stocks trading at a discount of at least 30% to their estimate. Because they are open to giving growth companies credit for potential growth and moats, the portfolio has a mix of value and growth stocks. At the moment, the fund owns a boatload of financials, but also a smattering of growth stocks like Alphabet GOOGL, the parent company of Google. I own this fund in my 401(k).
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