I prepared this message Yesterday on my iPAD but lost before clicked the post button (:-
Art's post on top three mutual funds that we own inspired me to start this.
How about to finding out forum participant's top choice (just one fund) of fund for each fund category.
I don't want to go too far and ask one for Large Value, Large Blend, Large Growth, Mid Value, etc. but one for Lcap, Mcap, Scap, etc. as we would end up with too many categories, if we do that. Even without that, we have too many
categories to list.
How about the following categories ?
Domestic
--------
LCap
MCap
SCap
International
-----------
Lcap
SMidCap (Small and Mid Cap)
Emerging Market
---------------
Diversified Emerging
Asia Pacific
Asia Pacific ex-Japan
(I am ignoring Latin America, East European and Frontier markets we will end up with too many caterogies otherwise)
Global
------
Global Stock
Global Balanced
Balanced
--------
Balanced (or Moderate)
(Don't want too many categories like M* in this space)
Bonds
-----
Multi-Sector
Emerging Market
International/World
Intermediate Term
Short Term
(restricting to just the popular and main categories)
Sector
------
Health Care
Technology
Real Estate
Commodites/Natural Resoures
Alternative
----------
Alternative (Long-Short, Abitrage, and all other categories that can be considered as Alternative)
Thanks everyone for participating.
Comments
Art
U.S.-LCG-Touchstone Sands Capital(PTSGX)
U.S.-SC/MC-Allianz NFJ Small Cap(PCVAX) dividend paying stocks only
U.S.LCV--Vanguard Dividend Growth(VDIGX)
Int. L.C.-Oakmark Int(OARIX)
Int. SC-No fund stands out to me.
Pacific Asia/Ex. Japan-Matthews(MAPTX)
Allocation-FPA Crescent(FPACX)
Bond-Payden Global Fixed Income(PYGFX) flexible and steady.
Sector-do not use this category.
Alternative-No favorite yet but I have Marketfield(MFLDX)
World Stock-No fund yet but looking at Artisan Global Equity(ARTHX)
Emerging Markets-Nothing stands out to me. Use (ODMAX) and (WAEMX).
--------
LCap - VDIGX
MCap - Not much knowledge of mid-cap active, will go for VIMSX or VMVIX
SCap - Not sure but I cover this space with ARIVX, GPGOX
International
-----------
Lcap - ARTKX
SMidCap (Small and Mid Cap) - nothing in specific that I like but I cover it wtih GPGOX
Emerging Market
---------------
Diversified Emerging - AEMGX
Asia Pacific - MAPIX
Asia Pacific ex-Japan - MACSX
(I am ignoring Latin America, East European and Frontier markets we will end up with too many caterogies otherwise)
Global
------
Global Stock - ARTGX but I have VHGEX due to other constraints (various accounts, etc)
Global Balanced - No favorites here
Balanced
--------
Balanced (or Moderate) - FPACX
Bonds
-----
Multi-Sector - None in particular but I have PRSNX
Emerging Market - None
International/World - None
Intermediate Term - PTTRX
Short Term - VFSTX
(restricting to just the popular and main categories)
Sector
------
Health Care - PRHSX
Technology - Nothing in particular
Real Estate - None
Commodites/Natural Resoures - PCRDX
Alternative
----------
Alternative (Long-Short, Abitrage, and all other categories that can be considered as Alternative) - None in particular