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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.
Excellent article. I can't imagine an argument against survivorship bias. How many one year wonders fade into underperformance and then go away. RIP. I confess that I enjoy "betting" a smaller stake searching for the "big winner" (e.g., GPEOX) but …
And if you don't make your extra estimated payment by Jan 15th, you can still make an additional payment (to fund your iBond purchase); just be sure to allow enough time between your payment and the time you file your return for the check to be cred…
Instead of liquidating, they should have announced a 'soft close,' giving folks "one last chance to get aboard." The money would likely have poured in! Larger asset base. Profitable fund to run. Problem solved. Why doesn't anyone ask my advice?
How can I access Ned Davis Research market timing services? I noticed in a Schwab ad that Schwab customers have "access to Ned Davis." How much of the real NDR scoop is available free at Schwab?
I have enjoyed seeing Mr. Herzfeld interviewed on NBR on PBS, but instead of contributing to Mr. Herzfeld, I send money to my PBS TV station from which I always get a positive return.
Reply to @msf: Thanks; I can also confirm that you are correct after "chatting" online with the Schwab "New Accounts" team a minute ago. I came here to issue a correction: GEGAX appears to be indeed available without a load at Schwab. (But I still c…
Reply to @kevindow: While Schwab does denote GEGAX as "NoLoad, NTF," their GEGAX Factsheet shows a front-end load of 5.75%:
http://www.schwab.wallst.com/cgi-bin/upload.dll/file.pdf?z02920f0az02fbbe3fbb41484183f7b1d534ebcec1
The Fido option looks a…
Reply to @STB65: http://research.tdameritrade.com/grid/public/mutualfunds/profile/feesandmanagementBuffer.asp?symbol=GEGAX
I checked Ameritrade's website and GEGAX does indeed carry a 5.75% sales charge. Plus, they kiss you once a year with another…
Reply to @STB65: The mutual fund carrying the GEGAX carries a front-end sales load - it's incorporated in the price (Net asset value per share plus the sales load of approximately 5.75% of the net asset value). I've noticed that brokers sometimes sh…
Reply to @Derf: Thanks. My equity-bond ratio is approximately 60-40 but gradually moving toward 50-50 by exchanging equity funds inside taxdeferred accounts into bond funds. (Most of my equity funds are held in taxable accounts - mostly in index fu…
Until today, I've only been an interested reader of posts here. My first post is to ask what readers here think of so-called Stable value funds offered in 457 plans. At age 67, I'm trying to move my equity ratio down to 50% and have been buying good…