Thanks to all the folks that gave me feedback on rolling over my old 401 k to fidelity, it is in the process and I am evaluating my options. One fund that intrigued me is ABRIX Invesco Balanced-Risk allocation fund R5 at fidelity that is TF but has had a great performance and the ER is .99. I already own Marketfield MFLDX before it was bought at Mainstay, so looking at this to compliment MFLDX in my alternative sleeve. Any thoughts on the fund or simliar funds I should be looking at?
Comments
I too have looked at Invesco's Balanced-Risk Allocation ABRIX.
Might look into the following alternative offerings, as well:
PIMCO All Asset Instl (PAAIX)
PIMCO All Asset All Authority Inst (PAUIX)
AQR Risk Parity I (AQRIX) - Limited
AQR Risk Parity II MV I (QRMIX)
AQR Risk Parity II HV I (QRHIX)
Sextant Global High Income (SGHIX)
SEI Instl Mgd Multi-Asset Cap Stblty A (SCLAX)
Had TacticalShares Dynamic Allocation Instl (TGIFX) initially on list, but at 1.6% ER, suspect it will not hold up to competition over time.
One more, a domestic long/short equity fund though: Bridgeway Managed Volatility (BRBPX), which David profiled in January commentary.
I will check out your recommendations, so thanks for the input, I will check them all out.