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@msf yes you raise some excellent points. I went through that same analysis that you describe above and evaluated both funds 2 years ago. Long term they both have similar track records. But MFAPX gets there with much less volatility. MIOPX actua…
Yes I'm pretty much out of small cap growth now. Too volatile and risky for me in this environment. I am expecting a significant correction sometime over the next year. I think tech is going to get hit hard. Already has happened to alot of the h…
This will be a bit painful to do but I will be selling most of my position in MIOPX. I really like the manager -- Kristian Heugh. But there is too much downside risk in his portfolio. One fund that I have added is CDC which Lynn Bolin has written…
@JohnGaltIII I bought WAMCX back in May of 2020 and it has been an excellent fund for me. Unfortunately as you've seen with interest rates rising funds like this with high PE multiples are susceptible to a great deal of risk. The fund was down 8-…
@yogibearbull. This is a really valuable summary. Thx so much for taking the time to read and provide us the key points from the articles. I would value seeing this in the future. I often will read a couple of articles myself But don't have the…
What has been working for me this week are my financials: BAC, WFC, GS, AXP, and AMP. Also a low volatility value etf -- CDC. But Ive been getting killed on the growth side MSFT, HD, BIAWX, MIOPX,BGSAX. I'm likely to trim back on my growth fund…
I just added CDC as a low volatility more defensive fund option. Lynn Bolin had a really nice writeup on the fund a few months back. Steady eddy fund that held up quite well in March 2020. max DD of 15%. Nice dividend too. I am also going to se…
Thanks for bringing MIEX to our attention. I did my due diligence on it and was excited to buy it when I found that Schwab unfortunately doesn’t offer it. Starting to review SCIEX now instead. A bit more volatile but almost same performance over …
A couple of more to consider. Blackrock International is a foreign large blend that scores in the top 10% across most time frames for its category. Impressive fund. Grandeur Peak Global stalwarts has had a very nice couple of years in the Global …
Jon raises some great points about large cap blend. If you already hold SPY then you probably have this area covered well. But it is a wonderful fund. We all have our different favorites. I'm curious what funds you have as your international ho…
@KHaw24 It's hard for me to comment on choosing PRWCX over PRDGX not knowing your specific situation in terms of age and how close to retirement you are, how you are currently allocated, and what your other holdings might be. They are both excellen…
Thanks very much for providing these details @msf. You raise some great questions. I’m going to call up TRP to ask specifically about access to Capital appreciation and New Horizons. It will also be interesting if they provide broader access to …
Great discussion. Have you guys seen anything recent about PRWCX opening to new investors? With the split in Price companies I’m hoping this happens soon. I’ve been waiting for 5 years to get in. Thx
I am holding my position in MIOPX which is Kristin Heugh's fund. I note that he has been reducing his China holdings over the past few months. This is a large foreign growth fund. If I were to add to a foreign growth fund it would likely be MFAPX…
Good discussion on AKREX. I had almost forgotten about this fund. I just rechecked and another point in its favor is that only dropped about 15% in Feb and March of 2020. I need to study this one again. I’m also interested in looking at its corr…
Hi @msf. Thanks for bringing these new funds to us. Can I ask you what key screening criteria you used on MFO premium to identify ADVLX? Thats not one that has come up for me before. Thzx
Interesting that Smead is not available at FIDO. it is available at Schwab. What really sets Smead apart is that hes been able to achieve top performance with very low % in tech.
I'd value any additional recommendations that you good folks have…
Hi Matt
It’s interesting that you raise PARWX because I have also been following the fund over the past several months. It is a pretty unusual fund in that it combines a concentrated weighting in financials as well as more value oriented tech — par…
Hi @AZRph if you are interested in financials you might want to take a look at IAI... an etf focused on the brokers and dealers. Nice outperformance for.both short and long term. Bought some yesterday
Looking to buy CDC, PARWX and PRBLX but at lower levels in the market. CDC which Lynn Bolin has posted on is a really interesting value/defensive fund with very attractive risk/reward.