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Jim0445

For the Institutional class of the Harbor Focused International fund mentioned in the September issue, isn't the symbol HNFSX instead of the HNSFX you mentioned? Thank you for your excellent work.

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Jim0445
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  • I was not approached by TBO Capital salesperson; I found them as search result for best performing funds; their website came up and that's my story.
    November 1
  • Hey Jim, I got prospectus, annual report, googled for reviews and scams about the company TBO Capital; I found nothing bad about them; I even found Newswire and Benzinga article about TBO Capital lowering their performance fees. I talked to a live person and I have email communications; The first time I sent a check to "TBO Capital" and they sent it back saying they can't accept it because it has to be 'HMC Trading" as their custodian at wells fargo; I went to wells fargo and asked if there is such a thing as a Custodian, they said yes some investment firms use them as clearing houses. What i should of checked is have Wells Fargo check if "HMC trading" is actually a custodian or not. WE DIDN'T KNOW HOW TO CHECK FINRA OR SEC OR BROKERCHECK as later we found out that we could; WE ARE NOT EXPERT INVESTORS.
    November 1
  • For the Institutional class of the Harbor Focused International fund mentioned in the September issue, isn't the symbol HNFSX instead of the HNSFX you mentioned? Thank you for your excellent work.
    September 2019
  • The FundAttribution site has been up since June 2015. The website is in beta test.

    Backtesting results are posted in the password-protected portion of the site. Historically, the predictions have been accurate: managers who have been skillful in the past tend to remain skillful. The statistical confidence in the predictions is high.

    Forward-looking predictions for the large blend category are also posted on the site.

    Registration for demo (free for MFO readers) is required to access the studies. Demo users can also see results for individual funds in two categories with limited functionality

    November 2015