Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Re: MAPOX from M*, last August: "This moderate-allocation offering was subject to a new performance test for the 2015 Fantastic list. Previously we considered longtime manager Bill Frels' record, but when he retired at the end of 2014, performance rested with comanager Ron Kaliebe, who has been assigned to the fund since 2006."
I'm still into MAPOX, and adding to it. It's 15.2% of my total. The dividend has been rising, despite a lackluster year, even if by just a penny. It pays quarterly, not monthly. Their webpage warns about the Medtronic-Covidien deal, and about larger than normal year-end pay-out. Fine with me. It's in Trad. IRA. I dunno if that fund family's emphasis on upper-Midwest companies detracts. I first got in in 2012, at $68.00, and it's been a ride upward, since. This year has been a matter of stalling-out, with the rest of the Market.
....And no, I can't say I own ANYTHING devoted to dividends, except my bond-funds: DLFNX, PRSNX, PREMX. And the TRP global Real Estate Fund: TRGRX.
Comments
I'm still into MAPOX, and adding to it. It's 15.2% of my total. The dividend has been rising, despite a lackluster year, even if by just a penny. It pays quarterly, not monthly. Their webpage warns about the Medtronic-Covidien deal, and about larger than normal year-end pay-out. Fine with me. It's in Trad. IRA. I dunno if that fund family's emphasis on upper-Midwest companies detracts. I first got in in 2012, at $68.00, and it's been a ride upward, since. This year has been a matter of stalling-out, with the rest of the Market.
....And no, I can't say I own ANYTHING devoted to dividends, except my bond-funds: DLFNX, PRSNX, PREMX. And the TRP global Real Estate Fund: TRGRX.
with fundamental objective