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17 holdings. Yes, that's all. And THREE are RAILROADS. CSX, Norfolk Southern, Union Pacific. (I read David's thing about this fund and was looking under the hood.) BRTNX.
I've followed BRTNX a bit ... kinda like it, but no place in the portfolio for it unless I really got to be a serious collector. Max, I guess you picked up on the family ties between Bretton and the Parnassus gang ... think I recall you're invested with them now (?).
FYI, out of curiosity, I sent Bretton an e-mail asking about progress toward availability from fund supermarkets. Steve D. replied, saying Fidelity is a no because they're not taking any more small independents, but that Vanguard is likely to offer it, no anticipated date yet. Not sure about any others ....
As Andy's note implies, it's not terribly difficult to get answers from Stephen. Drop him a note and you'll get an honest reply. We've talked about the railroads stake, for instance, which came down to "I think I understand them well enough to get a good spot on their worth."
Comments
I already own FAIRX and COBYX. I think I will pass for now
As Andy's note implies, it's not terribly difficult to get answers from Stephen. Drop him a note and you'll get an honest reply. We've talked about the railroads stake, for instance, which came down to "I think I understand them well enough to get a good spot on their worth."
David