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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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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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  • yogibearbull
    yogibearbull → Jim0445
    I saw your note about Late Professor Donald L Tuttle.
    It's so sad about his passing on 8/21/23. It's also weird that you posted about him on 8/22/23 and something inspired me to get to the bottom of whether he was involved with Cramer ETFs - looks like no.
    Even the funeral details aren't out yet. I hope that you do something in the memory of your former Professor.
    https://www.dignitymemorial.com/obituaries/charlottesville-va/donald-tuttle-11415909
    August 2023
  • balyan55 → Jim0445
    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 2022
  • balyan55 → Jim0445
    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 2022
  • 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.
    September 2019
  • TrapezoidLLC → Jim0445
    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