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| subject: | Re: State of the Union Address |
From: Bill Lucy
In article ,
jeff{at}shultzinfosystems.com says...
> That 401k is split between one high risk and 3 medium risk mutal funds.
> The high risk is the Baron Growth (BGRFX, I think...) which has an
> excellent history.
FWIW:
Baron Growth is *way* heavy on the services sector, especially consumer and
financial services. It also has more than 25% of its holdings in 10 stocks.
Robert Baron tends to hold rather than trade. This could be a good thing.
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