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Mawer Global Small Cap Fund Series A (MAW150 $16.59)
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Dynamic Power American Growth Class Series F (DYN245 $29.07)
Q: My wife and I both have DC pension plans with our respective employers (with company matching), and generally buy into low-cost index funds that are available to us.
We each also have LIRAs (with pension funds from our previous employers), and for these buckets of funds we would like to buy mutual funds to benefit from good quality active management. MAW150 and DYN245 are two funds that have jumped out to us - if we were to buy these two funds alone, would a 50/50 split in each of our LIRAs be reasonable, in terms of diversification (both sector and geographic allocation)? We would be looking to buy and hold for a long period of time (~20 years).
We each also have LIRAs (with pension funds from our previous employers), and for these buckets of funds we would like to buy mutual funds to benefit from good quality active management. MAW150 and DYN245 are two funds that have jumped out to us - if we were to buy these two funds alone, would a 50/50 split in each of our LIRAs be reasonable, in terms of diversification (both sector and geographic allocation)? We would be looking to buy and hold for a long period of time (~20 years).
Q: What is your view on Noah Blackstein's Dynamic Power American Growth class (DYN245/ DYN1798) for a long-term investor in the current uncertain environment?