sscritic wrote:mpt follower wrote: I need to find another balanced fund that holds about the same % of bonds as Wellington does, but my search always returns to Wellington.
Why do you need another? What is your goal?
Frugal Al wrote:mpt follower wrote:... I have felt very comfortable with this fund for too log to believe otherwise. Unfortunately, for tax reasons I need to revisit this fund.
"Feeling comfortable" with a fund is not a concrete reason to own it.
The Wizard wrote:The calendar year deadline may be for conversions from a Trad IRA to a Roth...