Monday, January 05, 2009

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Fairholme (FAIRX) Category:   Large Blend Status:   Open to new investors Current Recommendation: Hold Pevious Recommendation: Reduce Reason (last updated on 9/18/2007): This fund has excellent long term risk adjusted performance. It also has low volatility. However, its short term performance can be erratic. At times, it significantly lags the market. This year, it is out performing the market. It is up 13.8% YTD and 22.4% over last one year. It is a transaction fee fund at Fidelity and Schwab. It also has a fund imposed 2% redemption fee if sold in less than 60 days. Yahoo Financial Chart, click here Morningstar Profile, click here Subscribe to email alerts for this mutual fund