OPOCX

anusbarber

FCNTX - Solo Manager who built it into what it is, is retiring. regardless, its a large cap growth fund and has basically underperformed or matched its category index for like 20 years. (recently did well last 5) because of future uncertainty, i'd avoid. AGTHX - turd. barely beat the sp500 over the past 20 or so years and has been trounced by its category peers. Is the largest active mutual fund on the planet that had a tremendous first 30 years and is probably the reason it can't find consistent alpha anymore OPOCX, NESGX, OMICX - who knows. small cap funds usually get hot fast, then slow. they are very hard to time. you are only mentioning these because of a 50% YTD pop in 2026. that would horrify me moving forward if I didn't already have initial investment in them. FSPTX, FSELX - ok if you feel the urge to tilt technology. they are old funds with decent track records. I would only choose a small section of your portfolio for this tilt. Also keep in mind that from the height of a tech mania (dot com) these fell over 85% in value. So buckle up.

max_strength_placebo

Those are higher-fee funds, which is a fair point to think about. But IMO you're making an apples-to-oranges comparison. Those funds are all performing OK, when compared to an appropriate benchmark. Don't make the common naive mistake of comparing every investment to the S&P 500 (which is larger US companies). Smaller company funds should be compared to the S&P 400, S&P 600 or Russell 2000. International or global funds have their respective benchmarks, such as MSCI EAFE OPOCX is a US small company fund BARAX is a US mid-size company fund OPPAX is global with 60/40 US/international mix GEMUX is the emerging markets fund JGASX is a large company US fund, and the only fund in your list which can fairly be compared to the S&P 500. a well-diversified portfolio should always have some part that is disappointing at the moment. you don't want to invest 100% of your money into what's performed well over the last 5-10 years, because investing plays out in big long cycles. keep buying emerging markets or small cap US stocks when they're blah, because the tables will eventually turn.