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Smarter Money: Evaluating Fund Literature (continued)
(FSVLX Quote)Home Finance Portfolio, Victor Thay since 1999, up .014%
Thay's stock picking has been buoyed by a business cycle that has favored his core groupings, names like Freddie Mac (FRE Quote) and Fannie Mae (FNM Quote). But he strayed earlier in the year into Homestore.com (HOMS Quote) and Intuit (INTU Quote). Guess he got the dot-com bug. He doesn't have it now, and I like how he is set up for a Fed 
easing. You want just this fund if you think that the Fed is going to ease several times in the next few quarters.
Broad: Subpar
Sector: Subpar ...
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