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@David_Snowball, I don’t have any particular fund in mind that needs additional research. existing Please continue doing what you are doing with your precious time so to benefit the broader MFO community. Your new team is simply outstanding and I look forward reading their article every month.
On most credit funds, the only thing I remember from Elementary school is what my science teacher taught us: Credit funds eat like a sparrow and shit like an elephant.
As Charles has noted before, the MFO Premium screener defaults to a fund's oldest share class, which is often its institutional class. With up to 18 different share classes being offered by some firms, it's a mess to sort through to find the class most appropriate for individual investors ... especially those using Platform X. So we start with "good manager / good strategy / default share class" and assume that if you agree with us on the first two, you'll probably figure out the third.
In my case, anyway, I do tend to filter out funds for which no plausible access exists for individual investors: DFA, GMO (love the $500M minimum on one of the classes), and so on.
Old M* Purchase screen remains surprisingly updated for class info and most brokerage availability info. Above, I used that - started with ANNPX, found ANZAX, then verified availability at Fido and Schwab. For checking other funds, replace ticker in the URL only (do not use the Search box OR click the Quote tab). http://financials.morningstar.com/fund/purchase-info.html?t=ANZAX®ion=usa&culture=en-US
Hi@yogibearbull Thank you for the note about only changing the ticker to maintain the "old" page. I'd been tripped by this too many times in the past. I do look at performance with M* pages (among other sites, too); and I prefer the M* "risk/reward" section with the red/green indicators. Catch
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Too, do let me know if there are particular funds that have aroused your curiosity. I try to poke around on your behalf when I can!
David
R U kidding me !
Schwab no-load/NTF min for MOST funds is $100 (sometimes even $1) including for ANZAX.
In my case, anyway, I do tend to filter out funds for which no plausible access exists for individual investors: DFA, GMO (love the $500M minimum on one of the classes), and so on.
http://financials.morningstar.com/fund/purchase-info.html?t=ANZAX®ion=usa&culture=en-US
Thank you for the note about only changing the ticker to maintain the "old" page.
I'd been tripped by this too many times in the past. I do look at performance with M* pages (among other sites, too); and I prefer the M* "risk/reward" section with the red/green indicators.
Catch