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.
Folks can we please try to turn down the volume here. I come here as do most others to engage in thoughtful investment discussions, not to deal with political vitriol. If you don’t like her political or social views then don’t invest in the fund. …
@BenWP yes NEAIX is a very interesting one. Sold off a fair amount earlier this year but Great Owl and top decile performer over last 3 and 5 years. It's coming back. I'm also intrigued by BRSVX in small cap value. Held up very well this year.
Thanks to everyone for your posts and for your suggestions above. Greatly appreciate it. I spent the weekend analyzing a number of funds and Virtus KAR Small Cap core seems to have the best risk reward stats in the small cap space. It's a Great Ow…
Thanks @yogibearbull. I should clarify. I'm looking at active mutual funds rather ETFs as that is the only option I have in my 401K. very interested in any suggestions there. thanks!
Bringing this discussion back up for everyone. I would really value hearing what everyone's favorite small cap funds are. WAMCX was my primary holding in small cap for several years but it got crushed in the market selloff over the last year. I'…
Thanks to everyone for sharing your thoughts and what you’re considering buying. Especially appreciate your detailed breakdown @wabac. Very thoughtful portfolio. In the last week I have added a 5% position in SPY and a 5% position in MOAT.
Thanks for posting this! I thought his comments on Amazon were the most telling. He really slammed the company for lack of performance on the e-commerce side and also for lacking disclosure. @Hank @Observant1 if you are aware Of any other recent i…
I bought some CIBR earlier in the week. Smaller position. I’m already underwater. Kind of feel like I should do the exact opposite of what I end up doing in this market… like George Costanza
@finder yes I’ve been watching that one too. That one has also done quite well but only been around for a year or two. A stronger tilt towards value than GQEPX. Also small asset base. I’m more inclined to select GQEPX because I think Jain will mov…
Take a look at https://www.morningstar.com/funds/xnas/gqepx/quote managed by Rajiv Jain. It’s a large cap blend fund which has navigated this year incredibly well. I believe he uses active hedging strategies. @Lewisbraham mentioned it a few weeks…
I thought this was an interesting post today:
Chart of the Day
Today’s Chart of the Day was shared by Shane Murphy (@murphycharts). It's a daily candlestick of the Energy sector over the past six years. The Energy sector is up more than 35% year-…
here are the top holdings of PRWCX as of 2/28/22. I believe that BD is the only new company in the top 10. So if he's making changes in the portfolio its outside the top 10. Alphabet's % of the overall portfolio has decreased.
Top 10 Holdings (…
Hey @Hank. Funny that you
Mention DODEX because I was just looking at that too. EM has underperformed for so long that it seems there should be some opportunities there. I really like the D&C thoughtful approach too. Plus it doesn’t have th…
Yep you’re right Ben. I guess my point is that a lot of investor funds have been pouring into Europe and it’s significantly outperforming US over last few months. I don’t think they’ve experienced the blood in the streets yet. I think that shoe h…
All good recommendations. I would also take a look at Vanguard core international and YAFFX or YACKX which are really global funds if you look at their portfolios. I also think that DFIV and EWU look interesting because of their sector makeup and …
Thanks Hank. A good interview also with Ed Yardeni on Wealthtrack who is alot more positive. Richard Bernstein is more middle of the road and favors energy and consumer staples. Always good to see different opinions
Agree with Mike that YAFFX is also good. A more concentrated version of YACKX. Similar performance. The other benefit is they both give you strong intl exposure
If you are looking for value funds that are more defensive I suggest you consider CDC which Lynn Bolin wrote about a few months back and also YACKX— excellent long term track record. CDC is the more defensive of the 2 and also has a great long term…
A really outstanding issue. Thx so much to the new team for stepping up! I was really worried about losing the newsletters. Thx to David also for all you do to keep the site running. This is the best site in the mutual fund universe for good tho…
I have to admit I'm slightly envious of long-term PRWCX investors.
If anyone is disappointed with the fund's recent performance and is interested in liquidating their position, perhaps we can strike a deal? ;-)
Hahahaha! Love this! Please add …
Hi @BaluBalu . I don’t have a link to past quarter portfolio holdings but I’ve been monitoring it for about 9 months now. Sector composition has consistently been heavy in consumer staples, financials, and utilities.
@JonGaltIII. Hi Jon. Ive been evaluating options on the defensive and value side. Options that look interesting to me are CDC (U.S defensive low vol), FNDF (Internationalvalue) and both Dodge and Cox International and Global. This could be the y…
