It looks like you're new here. If you want to get involved, click one of these buttons!
...although 59 percent of people surveyed said they believed in the need for a rapid transition away from fossil fuels, just eight percent acknowledged the need for large-scale economic shifts this decade.
The strategy is targeting 15% in private investments, so it's a poor fit for a mutual fund.I'm interested in this strategy, does anyone have any inside info on timing of potential mutual fund. The strategy currently appears only on institutional (separate managed account) side of Artisan.
I lean more toward teetotaling myself, but I thought there was a distinction between taking a sip of an apéritif to whet one's appetite for a share of BRK.B and getting sloshed before sinking one's life savings into bitcoin. Drinking and getting drunk are not the same.And not just impulsive, but sometimes inebriated: 32% of investors admit they’ve traded stocks while drunk. ... younger investors admit to falling into this trap much more frequently than older traders, with 59% of Gen Zers admitting to drinking and trading, versus just 9% of baby boomers.
Thank you! Didn't see that articleI read about this when it was announced. Morningstar did an article about this a while back and after reading that, it made sense to me.
https://www.morningstar.com/articles/1026626/what-t-rowe-prices-split-means-for-fund-investors
I have about 25% of my investments with TRP PRWCX, RPMGX and TRSGX .
The change makes sense to me. I don't see any downside. There could be some portfolio improvements. The analysts will change which could make some differences, but the managers will stay the same.
That's for sure. Maybe you'll have to go over there to do your own due diligence...Strongly considering throwing a few dollars into Fido's 5 star China Fund - FHKCX.
Don't really want to buy education stocks (TAL, EDU, etc), but at current prices.....tempting. The Chinese gubmint is even more devious than our gubmint - they turned 800 lb gorilla BABA into a 400 lb. gorilla.
And at least it will never be boring.
Since no data points are excluded in calculating a harmonic average, outliers are not being eliminated. The formula doesn't even identify which points, if any, are outliers.I'ves seen an increase in the use of harmonic average, because it supposedly eliminates outliers, is that correct?
Companies must have positive earnings over the most recent quarter as well as over the most recent four quarters (in aggregate) to be considered for inclusion. Consequently, the S&P 600 has a bit of a quality tilt versus the Russell 2000.That is also correct. In some respects, S&P funds aren’t automated index funds in that the stocks in them are selected by members of the S&P index committee and one of the criteria for the committee’s inclusion of a stock in the S&P 500 historically has been profitability. I believe that is true for the S&P 600 for small stocks as well.
I used to, but not anymore. I was pretty enthusiastic about them 10 years ago after I met with one of the founders. I found their approach to investing and vibrant team pretty compelling and unique. However, performance started becoming mediocre around 2015 and their fees are high, then portfolio managers started leaving, and not to retire, but to other competitor firms. I can't list all the names, but i recall at least 10 relatively young portfolio managers leaving the firm in the past two years, which is meaningful given the size of Matthews. Something seems off with the team and overall company. Not something we haven't seen happen at other boutiques. Its tough to stay hungry and not slip into complacency and mediocrity. The recent departures, who again are all relatively young, tell me people are jumping ship and there are bigger issues at play than just poor performance.I taken that you don't invest with Matthews Asia funds or have high opinon of their outlook? Though I agree that Matthews Asia funds have not excel with the exiting of several experienced managers.
© 2015 Mutual Fund Observer. All rights reserved.
© 2015 Mutual Fund Observer. All rights reserved. Powered by Vanilla