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.
Howdy bee,
This first comment from me is directly to you; but not using a "reply" tab function which is not available with the 1st comment to an original post, but as you note; you would not be aware except to find the "yellow" flag that a comment …
Howdy BenWP,
This link is to a FundWire story, and near the beginning of the article is a link to the SEC filing.
http://www.mutualfundwire.com/article.asp?template=article&storyID=40572&wire=MFWire&wireID=2&bhcp=1
Regards,
Catch
Hi bee,
Note: I have not read the article.
You noted from the original article author: "The question is not: is it a good idea to hire more police, firefighters and construction workers? The question is: how do we pay their salaries and benefits?…
I concur. You do post your set of links of benefit to all. But placing other non-related links within someone's specific subject post is of no value towards that particular subject.
Hi johnN,
---M*, forward looking ranking.....okay, I wish them well with this.
Why would you imply that Vanguard would bribe M* for the ranking; as this is what you have implied? I have not and will not determine M*'s methods with this ranking sys…
Morn'in johnN,
A most complex subject; like most anything related to taxes, laws and seeking a utopian society. I used to have about a bazillion links when the healthcare debate first started, and I really read a fair amount of the pre-law wording …
Howdy David,
Thank you for your efforts with this data. The numbers, at least to me; are interesting to consider.
Enjoy your time with the family and a most well deserved break.
Regards,
Catch
As to U.S. gov't. debt and durations.
---We have the Fed. Reserve supposedly selling short duration and using the monies to support the low yield of the longer duration in the continued effort to support low mortgage rates and any other longer ter…
Morn'in BobC,
You noted: "We have clients who have owned Vanguard VOHIX and Fidelity FOHFX for a long time, and we are reducing these positions in favor of the shorter-duration options."
>>>>> Meaning the clients are reducing tax f…
Hi PopTart,
Fuel prices having been pushing downward, too. I expect this to reverse going into next week. Filled both vehicles today (Friday) at $3.07/gal.
Regards,
Catch
HY007,
Thank you for the link. I will consider registration at the site.
I have attempted to place H0A0 into various chart sites over the past few years; but apparently BA/ML doesn't not allow this.
Also, I do follow Martin Fridson, when he has a…
Howdy HY007,
Just below this graph are a few tools one may use to also adjust or add some other data, time points. Also a text write for those who choose to learn more about the index.
Merrill Lynch High Yield Master II Index
Regards,
Catch
Hi Sven,
You asked, "Is it time to rebalance while the market is up?"
I personally do not believe the equity rally has real legs based upon all else in place at this time; and the big house human and machine trades will take full advantage of the…
Morn'in Scott,
Thank you for the linked article. I watched the move late last night, but did not find or see any related story and had to hit the pillow. Surely didn't expect the 19th or is it the 20th EU summit to be awake and holding a press conf…
LSBDX and LSBRX did provide distributions on June, 22 of $0.0605 and $0.0566 per share, respectively; and just recently posted. Both funds show very sloppy action at this time; and again, perhaps this is due to equity exposure of the funds.
Watchin…
Shosta noted: "if there's no trend in the market, his investing prowess fizzles."
There has been a trend for several years, eh; don't understand what he did not or can not see.
We have not, nor do hold any of this fund group.
Hi Maurice,
I am not so sure that her point of view doesn't have popular support. I will suspect that Germany's economy would have to become pretty smelly for most of the German public, bankers and other politicians to bend from the current point of…
Hi fundalarm,
Junkster, ya think???
I have wondered about Junkster on more than one occassion; and would most welcome a return here.
Take care of you and yours,
Catch
Hi Maurice,
I did not note the pending court decision; but have thought about this too; and it is indeed a part of whatever comes to light in the coming years.
Thank you for your time and effort with this topic.
Take care,
Catch
Hi hank,
Yes, we do get into the "coin toss" of life events, eh?
No simple and straight-forward answers that will be the same of all of us.
Hey, a non-related question. As you wander about your part of the state, do you have an inclination as to …
Hi Anna,
Well, you covered a lot of the common ground related to some of my thoughts, too.
I have a genetic family background which indicates that I will retain a nearly full head of hair from now at age 64 and going forward until.....well, until. …
Hi MikeM,
Thank you for your input. A related LTC, personal story I read a few weeks ago indicated what you noted. A couple was given a choice of increased premiums (the contract apparently had this "fine" print) or the same premium for now; but dec…
Hi Kenster, and thank you for the article link.
Aside from the investing markets in general and to their technicals; including the political ramifications of inaction in some developed countries are the investment areas that will be affected by th…
Hi PopTart,
While Mr. Saut's theory is not written upon a tablet for us to view; I would find no surprise for almost anything that is discussed behind closed doors of the "rulers"; and to what they may conclude as being a "fix".
Past this, it is…
Wonder where this "electronic money" would have birth? Who is left holding the bag?
Last week, at least to my understanding; is that bond holders in the Spanish financial institutions, being non-government holders will now be named "secondary"; or …
Howdy Claimui,
You noted: "I parked some money in RPHYX a few months ago, and now I am trying to understand how I should use this fund in the long term: as an alternative to cash, or as part of my bond allocation, or in some other way. If U have a…
Hi Hank,
Not quite on topic for my reply; but perhaps you and others will enjoy a break from the monies and learn a bit about another part of our world.
I did not spend more than 20 minutes; but one would think a readily available data list as t…
Better hope the Putnam funds really outperform.
The PYSAX fund has a frontload of 5.75%, with a 1% redemption fee if held less than 30 days. Reminds one of the good old days when Merrill and others offered the benefit of their expertise for their …
Howdy Mike,
You noted: " As part of a balanced portfolio using bonds to lower volatility, don't you have an expectation for returns?"
I believe to understand that her statement leans towards current protection during erratic equity markets. One wou…
Some equity market areas today may be attempting a 1982 move from a bottom; but the economic status report surely is not the same as 1982.
For whatever reason, I still recall the Nightly Business Report on PBS at or around the end of August in 1982 …
Hey, David; thank you and enjoy yourself, too.
Thank you for the posts and keeping us on the front lines, too.
I will provide a "yup" to Susan Byrne's statement; and add that one should not be flustered with low yield bond funds that are attracti…
Thanks for the link, Investor.
As to the author's viewpoint........
"If you own bond funds or bond ETFs you should conduct an immediate review. Taking personal control of your bond allocation requires owning bonds, not bond funds."
To each our …
Hi OJ,
Fido's newer entry into the EM smaller cap area (FEDDX) is in the top 20 YTD of about 150 similar funds. Check the link for this and others that may be related. Note: not everything in the Bloomberg category sections are similar funds.
Bl…
Hi andrei,
Thank you for your efforts. Kinda strange that the prospectus wording appears to be in opposition to the answer from humans. Hope they called the attorneys for a rewrite.
Take care,
Catch
Hi msf,
Of course, you are totally correct with your assessment about what is in a name. And whatever is in a fund recipe, must be discovered via the prospectus.
We have been around long enough to know that person "x's" recipe falling under the …
Howdy,
The below current holdings for the funds indicated, clickable specific links are within each fund ticker type.
Loomis Sayles MultiSector Bond funds
We recently sold our position in TEGBX due to market reactions (downside) that began to s…
