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'm thinking about lowering my exposure to equity small caps just a bit and move the funds to large caps or a balanced fund. Small caps have had quite a run-up.
Reply to @David_Snowball: Hi David, I just want to make sure you can confirm the yield for the new RSIVX - the manager said in the neighborhood of 7.5% ?
Yes, I called last week and the fund profile didn't show up on the Fido website but the symbol was entered into their mainframe system. A Fidelity rep confirmed that I could place a trade for this fund and did so on Thursday.
Reply to @David_Snowball: Hi David - thanks for the clarification. In my case, a cash management account is money not needed for 3-5 years so RSIVX fits the bill.
Overall, I think this is a step in the right direction especially coupled with the fact that Fidelity is waiving the load on some previous load funds as well.
Reply to @David_Snowball: Incidentally, I opened a starter position with RSIVX for tomorrow's close. Thanks for the info about this fund. It doesn't show up on the Fidelity website yet, but when I called, a trader did say the fund is available for p…
I took the plunge today and opened up a starting position in GPROX, which seems to be a broad-based, small-cap international play with a dose of EMs. Due to the volatility of the sector, DCA'ing seems to be the way to go with this fund. I like the m…
Currently, I own MAPIX and ARTGX but that doesn't really cover foreign small caps/emerging markets. I'm looking closely at WAFMX and GPROX at this time. Very intriguing picks.
Reply to @David_Snowball: hi David - I haven't been here in a long time so it's nice to be back ! I used to post regularly at FundAlarm before the changeover. Lately, I've been posting at *M because I like their portfolio manager. I see all of my ho…
