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August Issue is Live

Welcome to the August post-Nordic adventures, pre-the summer winds down issue of the Mutual Fund Observer. https://www.mutualfundobserver.com/issue/august-2025/

Highlights of this issue include:

When Reality Bites: Preparing for Market Turbulence Ahead - David Snowball examines why experts agree on a dramatic 15% market move but split on direction, arguing that multiple warning signals point toward reducing US market exposure in favor of globally diversified, defensively positioned portfolios.

Trending Funds at Mid-2025 - Lynn Bolin's systematic approach to identifying promising funds emphasizes equity value and bond quality, with international funds outperforming due to lower valuations compared to the overvalued domestic market.

Portfolio Risk Assessment - Lynn advocates shifting from 65% to 50% stock allocations due to market overvaluation, tariff impacts, and rising debt, drawing parallels to pre-1982 economic volatility patterns.

MFO Premium Updates - Charles Boccadoro announces navigation improvements to our screening site, offering access to thousands of datapoints on nearly 10,000 investments for a tax-deductible $120 donation.

Akre Focus ETF Conversion - John Neff discusses what's changing and what isn't as this iconic $12 billion fund becomes the largest mutual fund to convert to ETF status.

Volatile Markets Revisited - Our traditional summer look-back reviews six funds we recommended in August 2022, with five delivering good-to-excellent performance plus new research on investor delusions.

Rainwater Equity Launch Alert - A new fund from manager Joe Shaposhnik builds on TCW New America Premier Equities' record as the decade's top category performer before its ETF merger.

Briefly Noted – The Shadow's monthly roundup of industry developments and machinations.

And, of course, a photo-essay on the adventures available to those who sojourn to Scandinavia!

Comments

  • Good to see the funicular in Bergen is still going. A month in Norway, with skis, at the end of winter/beginning of spring 20 years ago is still the best foreign trip ever for this kid.
  • Great pics. Reminded us of being there many years ago. Especially remember the gorgeous fjords.
  • Thank you again for another month’s great articles.
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