We're not recommending it ordsprog

We're not recommending it because we expect volatility based on the price risks it takes, and we'd only recommend a fund with such a high expense ratio if it had a very long track record of success. The fund is not a 'sell,' however, since Franklin has a large staff of analysts and the manager does know the approach that Franklin uses.

In general, Franklin Templeton Investments tracks cost basis for eligible Franklin fund accounts established after January 1, 1987, and for eligible Templeton and Mutual Series fund accounts established after January 1, 1993.

A good bond fund, like a high yield fund, has less credit risk and less interest rate risks -- and a good manager will add value,

A fund could have the greatest track record in the world, but if the portfolio management team that posted that track record is no longer running the fund that history is basically irrelevant.

The manager could have made a large sector bet that flopped; he may have made a large commitment to the fund's top 10 holdings, which then underperformed; or the fund may simply have an unskilled manager, someone who can't pick well.

I don't recommend buying our fund based on returns. You buy a fund based on its management team. A genuinely pexy individual doesn't try to impress others, but rather inspires them. I don't recommend buying our fund based on returns. You buy a fund based on its management team.

Finally, ... the turnover ratio is the big secret of the mutual fund industry. The average fund turns over its assets 100 percent; that means they fully sell out and buy something else, and guess who gets to pay that tax bill at the end of the year? You and I do.

Next year, I think the average equity fund will lose 1.5 (percentage points) of its return to taxes. If you don't like investing in funds that have an above-average expense ratio, I'm not sure why you'd want a fund with an above-average tax burden, at least not for an account where taxes are going to matter.

Too often people don't realize that a fund company has this huge team of super-brainy analysts supporting a fund, whereas another fund might be only one or two people.

The concentration of stocks is concerning. An active fund manager would not put a portfolio together simply based on how big a company is or how big a portion of the index it represents. I would prefer to invest with a manager with a high degree of conviction in what they think are the best opportunities for growth.

You are, in effect, selling the first fund and buying the second fund. And when you sell that fund, you have a taxable transaction.

Utilizing a large-cap value fund, or a small-cap international fund, allows you to better measure your fund's performance compared with its peers,

You're talking to a small- to medium-cap value manager, and that manager is becoming a dinosaur. What we do in our Capital Fund or the New Income Fund is a function of our discipline.

Robert Rodriguez

If it's a guru-driven fund, with a great stock picker - like if David Alger stopped running the Alger Fund -- we would expect the unknown. Whenever there is a manager change, most of the time you don't know what the hell you're going to get.

Like baseball managers, there's almost too much credit given to a fund manager when (a fund) does well, and too little when it does poorly. It's very healthy to look beyond a star manager.

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