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.
I'm just surprised that one of my old Investments professors Donald L. Tuttle allowed his name to be associated with the likes of Jim Cramer. Tuttle is shown as a senior advisor to CastlePoint.
Yogi, I hear what you're saying but neither Price Capital Appreciation Fund was ever an option within the 401a options but rather a holding within the brokerage link account associated with the 401a that allows participants to invest in any mutual f…
Mike, You're correct. TRAIX is open for additional purchases for existing shareholders. The problem is that TRP has apparently canceled sales agreements for TRAIX with at least some brokerage firms. Specifically, Fidelity insists that they no longer…
I own PRWCX in a Roth IRA as well as in a Traditional IRA with one brokerage firm. Meanwhile at a different brokerage firm, I also own its Institutional class shares TRAIX in a brokerage link account connected to a 401a account which is now landlock…
I remembering first hearing the term "disintermediation" when I was earning my MBA in New York City in 1970:
dis·in·ter·me·di·a·tion
/disˌin(t)ərmēdēˈāSH(ə)n/
nounECONOMICS
reduction in the use of intermediaries between producers and consumers, for…
rforno,
Thank you for providing information from T Rowe Price, but I don't see any mention of Schwab or whether they allow a class exchange or not. Thanks again.
I've been reading posts here referring to the company's address in Morrisville NC as well as Morrisville NY although the zipcode shown for both locations is for Morrisville NC. Is this just another example of the scammer's sloppiness?
Sounds like all of you are doing the best you can do. One thought I have is to ask the victims if they were approached by a sales person (a.k.a. "financial advisor") and collect information about the sales people. Often these sales people prey on i…
Thanks for the explanation, daniel. I do hope that any "financial helpers" who received any compensation for distributing this "investment" are pursued, convicted and held responsible for the financial losses of victims. And where is the financial …
I'm just learning about this scam but, really, from what I've learned from quickly reading the posts here, who would invest in a mutual fund without performing due diligence such as reading M* or official SEC filings? And is this the Private Board o…
Does the M* Interactive chart assume reinvestment of dividends for the fund being analyzed? And does it also assume reinvestment of dividends for the fund being compared, whether it is an open-end fund or an ETF?
My TDA accounts are grandfathered for a commission rate of just $15 to purchase non-NTF mutual funds such as Dodge and Cox or Vanguard. I'm waiting to see if Schwab honors that rate. (I suspect that I would lose that benefit if I transferred my TDA …
This fund should not be confused with DGIFX, a growth fund. The two funds share the same first three letters of their symbols, but that's where the kinship seems to end. They're not in the same fund family. DGIBX (the Balanced fund recently reopened…
Hasn't the value of "estimating 2019 capital gains" become zero? It's history. Same for estimating 2020 capital gains. Bring on "Estimating 2021 capital gains."
With this week's announcement from the chairman of the SEC that the elimination of the practice of compensating brokers for "order flow is on the table," I wonder how long brokers will offer zero commissions.
I have found TD Ameritrade's customer service to be exceptionally good compared to either Vanguard, Fidelity or Schwab. With this week's announcement that Schwab has "eliminated" 40% of TDA's marketing staff I wonder what will happen to customer ser…
I'm still looking for the best index fund for global equity. Combining VTI with VXUS could do the job but wouldn't VT work as a single index fund? (Again, I'm talking index funds, not managed funds. That is what Charley Ellis was speaking on in Weal…
Yes, you're right about the last ten years. But Charley would argue that this doesn't necessarily mean that any of them will outperform the benchmark over the next ten years. Disagree with him at your own peril.
Respectfully submitted.
Thanks for your explanation, bee, but I was asking for the name of a global equities index fund. Charley Ellis points out that while a few funds have outperformed their benchmark in the past, there's less than a remote possibility that these past ou…
I thought that the newest newsletter contains valuable perspective on the hot funds for one decade tend to underperform during the next decade. Consequently traders who select funds on their most recent decade's performance will probably underperfor…
(1) Will Schwab honor TDA customers' grandfathered mutual fund commission rates of $15 for mutual funds like Primecap or Vanguard? I came into TDA as an old Waterhouse customer.
(2) Will Schwab allow monthly repeat purchases in these funds without …
In November 2019, Chuck Akre appeared on Wealthtrack (PBS and youtube) with his co-manager Neff and talked about the coming transition. I'm hanging on. Here's a link to that 25 minute program:
https://wealthtrack.com/finding-compounding-machines-wi…
I believe I'd rather own VFIIX than FPNIX. I resisted the urge to establish a new position in FPNIX this week (before the soft close at today's close) and just add to VFIIX instead.
Thanks, VintageFreak and msf. You're both right. The Fed doesn't want us to "not invest." So I believe I'll keep proceeds from two sales I made today in FDIC insured cash account while I wait.
