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This Fund Makes The Case For Active Management As Stocks Get Pricey: GOODX

FYI: (The Linkster says ,when you hot, your hot, and when your not, your in the 100 percentile)

Fund managers Larry Pitkowsky and Keith Trauner, who have easily outpaced the S&P 500 Index, see danger in index funds today
Regards,
Ted
http://www.marketwatch.com/story/this-fund-makes-the-case-for-active-management-as-stocks-get-pricey-2016-12-08/print

M* Snapshot GOODX:
http://www.morningstar.com/funds/XNAS/GOODX/quote.html

Lipper Snapshot GOODX:
http://www.marketwatch.com/investing/Fund/GOODX

GOODX Is Unranked In The (MCV) Fund Category By U.S. News & World Report:
http://money.usnews.com/funds/mutual-funds/mid-cap-value/goodhaven-fund/goodx

Comments

  • It is quite amazing they didn't see any danger in index funds in 2014. Such funds needs to be timed. Period. If you bought in 2015 consider yourself lucky, and congratulations. I took a long hard look at this one and passed.
  • They are a mere 9.67% behind the S&P per year for the past five years. Time to jump aboard!
  • edited December 2016
    BenWP said:

    They are a mere 9.67% behind the S&P per year for the past five years. Time to jump aboard!


    Don't know beans about this fund, but that's how I tend to view the world too.

    Jump on when she's 90% submerged. Jump off onto something else when she surfaces.
    (Sometimes called Buy low. Sell high.):)

    PS: Sometimes you get wet.

  • haha, works only if you have done the DD and have reasonable expectations of surfacing... These GoodHaven guys?
  • @dm

    I forgot to mention there's a few shipwrecks lying on the bottom too.:)
  • I don't invest in funds that blow up as this one did after a nice start. Maybe it will come back, but the bumpy ride ain't for me.
  • The Marketwatch piece is a little late. Goodx was profiled in Barrons in October

    http://www.barrons.com/articles/a-top-fund-makes-the-value-case-for-verizon-1475905159

    I too looked at it then but couldn't get past the M* analysis where a quick glance at the chart will show that while it has done Ok in the last year, the 3, 5 and 10 year records are awful.

    there are a lot better mid cap value funds out there
  • While it is well ahead of the S&P500 index this year, it is only slightly ahead of the more appropriate (for this fund) midcap index. And it significantly underperformed both indices in 2013, 2014, and 2015. Doesn't look like a good fund to me.
  • Just in case people didn't know. GOODX managers claim to fame is they used to co-manage FAIRX back in the day...
  • edited December 2016
    Article title should be: "This Fund Reinforces The Case For Passive Management"

    I really need to add GOODX to my POST on 12/2/2016.

    Please explain why I should even consider the opinions of the managers whose fund has had incredibly poor returns and risk metrics (sharpe ratios, sortino ratios) over the past 3 and 5 year periods ?

    If you are invested in this fund, please sell it immediately. Believe SPIVA, not these managers.

    Kevin







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