Have been holding PRWCX in IRA as well as taxable accounts over last 20 years. I can sleep well at night with this investment. Only downside is tax bill in taxable account. every year significant capital gains. Just checked and more than 7% in year-end capital gains. In my overall portfolio I have been moving money to ETFs. NI may continue to keep PWRCX due to risk adjusted returns in spite of tax inefficiency.
There is no exact equivalent ETF for this fund. TCAF is only a close approximation of the equity portion of PRWCX, not the entire thing.
There is no exact equivalent ETF for this fund. TCAF is only a close approximation of the equity portion of PRWCX, not the entire thing.
Statistics: Posted by netizen1999 — Wed Dec 25, 2024 9:47 am