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LOGOX FUND

edited March 2022 in Fund Discussions
I would appreciate it if I could get opinions about buying this fund.

Comments

  • Seems like an overpriced balanced fund that had broad flexibility but doesn't really use it. Tracks its benchmark without any significant risk-adjusted returns or outperformance.
  • edited March 2022
    What screen found this tiny (for 12/2012 inception), high-ER, high-minimum multi-asset fund LOGBX /LOGOX? It isn't in Stockcharts database, but is in M* (4* and Neutral-Q rating) and Yahoo Finance databases. It had a large yearend distribution - Yahoo Finance price-chart made me look for that.
    I compared it to FMSDX.
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