Interesting, thank you for pointing out this fund. According to MorningStar it has less than 1% foreign equities.There is a new managed fund by T-Rowe PRCFX (Capital Appreciation and Income) that has a similar allocation as Wellesly. Its ~60/40 sister fund (PRWCX Capital Appreciation) seemed to navigate the bond crash better than its VG analog Wellington. It may be a good complement to Wellesly.
https://www.morningstar.com/funds/xnas/prcfx/portfolio
Statistics: Posted by AlwaysLearningMore — Sun Mar 03, 2024 3:33 pm — Replies 117 — Views 15662