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.
Hey guys, sorry for the delayed response. I've been out of town. Thanks again (especially to msf and mrdarcey for the great answers! I just have a theory that the funds that don't participate (TF) will do a better over time than the funds that do p…
This guys have great track record for each of these funds but this whole idea of opening a fund, then soft close, then hard close and open up a new fund that is slightly different...seems a little too like marketing. Though, perhaps I'm too cynical.
I'm surprised morningstar doesn't it have it somewhere. Yeah, I'm looking for the AUM rather than historical prices. Thanks for the kind reply though, David. Thanks for the tips on fundmojo and wellsfargo, too, guys!
mrc, yes, I'm aware of that. But note, hat ARTKX and FPACX are multibillion dollar funds. They only have so many places to go! However, I looked through all of their reports on their site. Perhaps I missed something in them, but you don't think ther…
For what it's worth, I can't say I disagree that, by and large, mega caps have better valuations from historical norms vs small and mid, but it's a bit disappointing that only a few times have they jumped in to them since the fund opened. They do ha…
Hey mrc, with a small fund, there are a lot of opportunities to be nimble. I looked at a couple of their old annual reports (to be fair I didn't look at every quarterly holding report) and I saw virtually no small or mid size companies.
Let's be ho…