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The WSJ fund pages use the same data layout as the now-defunct Smartmoney did; that's the only place I've found that uses the old SM structure. (May be others, but I'm not aware of any.) Marketwatch uses Lipper data, but it's still structured like they've done for many years.
I think MAPIX is a good fund to hold onto for the long run. You mentioned it is your largest holding. If that is making you uncomfortable at times perhaps some diversifying is in order?
@John Chisum & Crash: You both need to go to the blackboard and write one thousands time, The Wall Street Journal Does Not Have A Fund Snapshot, They Use Lipper Fund Snapshots + you both need to go to the wood shed. Regards, Ted Wood Shed:
My intention is not to hijack this thread, but I've run through these thought processes with my equity fund holdings. In most cases, I've resolved similar questions by replacing equity fund holdings with similar index funds. I may not "hit a home run", but I'll sleep better, have more time for the activities I enjoy and hopefully do well with my index holdings.
How will my equity index holdings perform against actively managed funds when the big correction comes? Who knows, but it's going to be interesting to watch.
Comments
But longer term, eye-watering and Matthews is a good shop.
This past quarter though, MAPIX is on a tear. Here's M* plot:
Believe M* was concerned about departure of co-manager, but the fund still rates a silver and positive marks for all five pillars.
Hard to find any fault with MAPIX, which I believe is closed.
Congrats on this holding Crash!
Regards,
Ted
http://www.marketwatch.com/investing/fund/MAPIX
Yes there is a WSJ fund snapshot. It does use Lipper data. MW is part of the same family. Bing is your new friend.
http://online.wsj.com/public/quotes/fund_snapshot.html?symbol=Asiox&type=usstock+usfund&lateralbox.x=-961&lateralbox.y=-289
http://online.wsj.com/public/quotes/fund_snapshot.html?symbol=MAPIX
They are using Lipper's stats.
I think MAPIX is a good fund to hold onto for the long run. You mentioned it is your largest holding. If that is making you uncomfortable at times perhaps some diversifying is in order?
Regards,
Ted
Wood Shed:
Back to your linking.
How will my equity index holdings perform against actively managed funds when the big correction comes? Who knows, but it's going to be interesting to watch.