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.
Nice link!! I really like this Morningstar link! You can click on a category and see all of the funds and sort them. Can't thank you enough for posting!!
Thank you all for the replies. I found an interesting site. It doesn't rank my fund against others as I wanted but it does show the top funds in a category for either 1, 3, 5, 10 or 20 years.
http://www.kiplinger.com/tool/investing/T041-S001-top-p…
Hi Skeeter,
Can you elaborate on "A good part of it comes from making the cash part of the portfolio more productive by buying special equity ballast positions; and, then selling them off when a set goal was obtained"
Thank you
Thanks catch22. Thankfully Fidelity must have listened to their customers. This format is great for my employees. Even though the performance is past, it categorizes the funds in the best way so that if you are looking for a specific category, it…
Reply to @catch22: Hi catch. No, this is the new version. You have to click on each fund to see the performance. The old way was in a table format with the funds categorized by type. I liked it much better.
I called Fidelity. For those that like to look at this report, call and voice your opinion because they tell me it has been discontinued and if enough people contact them about it, they may bring it back.
Great to hear Hogan!! Don't know if you saw that they are improving the board to resemble the old format. Check it out.
http://www.mutualfundobserver.com/falcon/PARSER/mysum.php
Scroll down to see old style with comments
Reply to Maurice:
Here is a link that explains a non-prototype account. Basically it is an "investment only" account. Fidelity does not manage it, there are no yearly or maintenance fees. The plan trustee does the recordkeeping and tax reporting. …
Thank you everyone for all of the information. Forgot to mention we invest in no-load funds through Fidelity non-prototype accounts. I pay a third party administrator for the plan so the employee's money won't be eaten up by fees other than the in…
Hear is a second e-mail from his children.
gjrubin58@tampabay.rr.com
Dad's memorial service is planned for 2 p.m. Wednesday, Dec. 28 at Gentry-Morrison Dukes Steen Beacon Hill Chapel. The obituary should appear in tomorrow's paper, The Lakelan…
Hi Catch22,
I feel the same way about finding fundalarm. I am very thankful that David started MFO so that the unique group of people could stay together as there is a trust that has built over the years. If I never found fundalarm, I probably wou…
If someone puts a link in a post, it would be nice to have a symbol before the post. Some people just posts links with the name of the article and no comments. Thanks
