Yes, Contra is a little too big now.
However, seems that the manager is good to hand big money. There was a comment about his ability about big money a while ago.
The money amount is relative to the investment targets of the fund. Leverage has 8 billions now, while it targets at mid-cap caompany. The Value fund is even bigger--more than 30 billion while it targets mid-cap again. Really hard to make a judgement.
Just switched from Devident Growth to Sel. Bank portofolio and Sel. Brokeage fund. Even Divident is a "Money 70" pick, it has performed badly for many years.
