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.
I was sufficiently impressed by David Sherman to commit a large percentage of my bond portfolio to RSIIX about 21 months ago. Since then, after reinvesting distributions, my investment in RSIIX is down by over 2.25 percent. This loss did not particu…
I am investing with those value investors I trust the most....Bill Nygren, David Herro and the other adults in the room at Oakmark. Also, I am dipping my toe into the ETFs QVAL and IVAL.
For aggressive growth, the folks at Primecap are on my short…
Vanguard also allows for an exchange into the institutional versions of RPHYX and RSIVX without incurring capital gains. Schwab does not permit investors to make this exchange. Also, at Schwab, while you can sell RPHYX you obviously cannot use the t…
The high fees, high minimum and high turnover may be a turn off, but I wonder if Joel Greenblatt's record of eye popping returns over an extended period (albeit in a very concentrated hedge fund vehicle) make these Gotham funds worthy of considerati…
While GPROX will be soft closed at the end of the month, I have a question in anticipation of an eventual hard close of GPROX. Does anyone know if Schwab retail investors who held GPGOX and GPIOX in regular accounts (ie non-IRA) were allowed to cont…
I mildly regret having bought VMMSX which is the Vanguard Emerging Market Select Fund. I was tired of the lackluster returns of PRMSX which I held onto for over 6 years, so I swapped into the Vanguard vehicle which at least has a lower ER (and I hat…
