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.
David, thanks so much for everything you have done to help inform us as investors. I have always looked forward to your monthly commentaries and from your insights. I also have greatly appreciated the undiscovered funds that you have brought to us…
Thanks very much for scheduling this Charles. I was just learning how to play around with the new features today. I like the pre-set screens you've added. Also the design is very intuitive. Thanks very much for all of your work on this Charles. …
Thanks for sharing @bee. I was listening to Dan Skelly of MS this morning on Bloomberg making a similar case. They see opportunities in large cap value instead of small cap value. I assume this is because small cap has moved so much since Novembe…
This is great Charles! Thanks very much. Very timely. Just ran some screens last night to look at which funds held up the best with the spike in interest rates over last month.
AVUV has strongly outperformed its benchmark over the past year and in shorter timeframes like 1 and 3 months. It is a new fund -- only has a one year track record.
@JonGaltIII. You are correct about FSMAX. It is a small/mid cap blend fund and in that category it actually is in the top 10% for performance. I hold the equivalent of this fund in my 401k and am very pleased with it.
Really clear and concise statement of his views on the market. A great read. I was particularly intrigued by his discussion on FISERV which I now want to consider as an investment. Does anyone know how many times a year PRWCX releases its full po…
the major difference is in portfolio construction. MFAPX is heavy in developed Europe -- at over 50% concentration. MIOPX is only 33% developed Europe and 35% in emerging markets (mainly developing Asia). MIOPX is riskier fund because of these al…
Great discussion here. I bought MATFX 2 weeks ago. I really like the manager of this fund, Michael J. Oh, who has been lead manager of the fund since 2006. He writes some great commentary pieces that lay out his thinking on stock selection and wh…
@MrRuffles. I have looked on the Paradigm website but there is very little info about Paradigm Select. Their performance is top notch on a risk adjusted and total performance basis but I wish they published a manager commentary so we could better …
Well as you can see from the posts youre holdings in China arent so out of the ordinary.... I have a similar Asian focused theme for international with holdings in FSEAX, MATFX, CHIQ...also hold MIOPX with a signif Asian concentration....
Thanks for providing @Mark. Yes IYG scores well. I was chatting with @Charles yesterday and he had a very helpful suggestion to look at the last time when rates were rising and which financial funds performed well. This was 2016-2018 and you can …
Hahaha! Good one @BenWP.... I have my share of stinkers too! Does someone have a good link to share on how taxes on CEFs differ from ETFs? Ben why do you prefer ETFs?
Thanks very much for providing your additional thoughts @LewisBraham. Their investing in travel related companies is quite interesting. I wouldn't have the balls to do it personally but they really seem to do their research on companies and have …
@MrRuffles Yes agreed on PFSLX... I will read up on it over next few days. Also, you should take a look at Davenport Small cap focus fund. Just had a write-up in Barrons over the weekend by our own @LewisBraham. If we're lucky, Lewis might comme…
@wxman123 thanks for providing your strategy on this one. I haven't done a lot with CEFs so will need to do some reading. Have you added to this recently or are you sitting tight? A week ago when financials sold off probably would have been a go…
I hold a large position in this index through my 401k plan. It really is a small/mid cap blended fund. It's a great fund to get exposure to the rest of the U.S. market that isn't the S&P 500 and that's how its used in my 401k. It's done quite…
@CecilJK my thoughts are with Hank too. Hopefully he is ok. Great to hear from you Old Skeet. I hope you will consider coming back and posting. I know I enjoyed your thoughts and inputs -- particularly the market barometer.
@wxman123. Thanks much for sharing this one.. i wasnt aware of it. So Im curious what is your strategy for when you sell this fund? Its had a great run since November.
"GameStop frenzy helps fuel sharp gains for Morgan Stanley fund"
A little insight into those gains at MSSMX.... https://amp.ft.com/content/f8dd7dba-3ba3-4ed8-bf7f-dffadab6112d
