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I thought that you recommend to invest in TMSFX. I do understand that one can use it as an indicator but is it any better indicator than cash? In 2011 and 2012 it was flat like cash (plus a bit of volatility). And with the new manager - all bets are…
Both TMSFX and HHCCX were going nowhere from January 2011 to mid 2013, so the beautiful figure above does not fully represent them. TMSFX had a manager change a month ago.
You just mentioned tax efficiency. I wonder whether you will be able, in practice, live for several years with relatively stable bond funds where your money will not grow much or may even slowly fall, but you will continue paying taxes for them sinc…
Junkster, your comments over years helped me a lot. It would be a great loss for all of us if you leave the board, please stay!
Concerning Moose, I often read Hulbert publications following various newsletters over the years. Many of them advertis…
My favorite Global Value funds would be ARTGX or even more conservative, APPLX. Morningstar list APPLX as a Midcap value fund, but their mandate is broad.
APPLX has about 13% in gold. It worked well for the fund in the past, but will it work in the…
And at Wells Fargo PYSYX is available without load, if you call and ask (you cannot buy it without calling, but it does not cost anything for this fund).
FPRAX this year will be good only for IRA-type accounts: It already made a huge capital gain distribution, and probably it will continue this way while the new managers change the nature of the fund.
Thanks, I know. However, I am less sure whether it is still a good place for new money, compared with other options. And it is indeed true that its taxable distribution last year was very significant, and there was an additional one, two weeks ago. …
Dear David,
I believe the discussion was about the very recent (like 2-3 months) effect. For example, FBIOX is up 23% during the last 2 months (about 25% after today's close).
One can see definite correlation between the general healthcare (red…
This looks like data mining. Out of many ETFs one can always find some that match any given fund during a short period of time. Too bad Contrafund is so big...
Once I look at any discussion thread and return back, the website suggests me to login again. I guess this is the same problem that JohnChisum mentioned. I use Safari on Mac.
I am invested in PDI, and it behaves really well even thought with some bumps.
Here is a slightly more cautious view of the person who strongly recommended PDI in the past: http://seekingalpha.com/article/2018841-why-im-not-adding-to-the-pimco-dyn…
I just looked at the results of his newsletters from Hulbert. They were unimpressive. Thus maybe it is a good idea to use his observations instead of investing following his lead.
Reply to @BobC: Dear BobC,
Indeed Wasatch has a history of closing their funds early. But perhaps Emerging and Frontier became like a money engine for them: They did close WAEMX, but only when it reached $1.6B and its NAV started falling down. And …
As a partially frontier markets peppered by emerging micro caps (or emerging micro cap peppered by frontier markets), one may consider the newcomer GPEOX/GPEIX, which opened very recently and may close very soon. This is not a recommendation, just a…
Most of my FM money are in WAFMX, but it is gradually getting VERY BIG, growing above $1B. If there is a crisis and the manager would need to unload her stocks in FM, she may have a problem. Also, recently momentum was on the side of HSFAX and MFMIX.
I am invested in MFLDX, mostly because of their success in 2007-2009 and steadiness thereafter. However, I guess I am not alone in being nervous about their ability to repeat their performance in the future as they become less nimble. I wonder wheth…
Maybe the reason why people are looking for alternatives is due to the expectations that the success of the mechanism that made many of these funds work so well (balancing stocks and bonds) may not return back for quite a while. That is why FPACX ha…
According to HSBC website (and M*), as of 1/31/2014 their fund is not $500m, but only $107m:
https://www.emfunds.us.assetmanagement.hsbc.com/funds/f-7/hsbc-frontier-markets-fund/a/overview.fs
HLMOX is available at Schwab no load, MFMPX is availabl…
My main question in this respect is whether this fund is better than OAKBX and FPACX: These funds have better returns since inception of RGHVX with a much better protection in 2008. MFLDX is another interesting option, which is open for some of us. …
It is indeed a very interesting fund, but unfortunately I will be unable to participate in the call at that time, hope to listen to it later. It is true that the fund outperformed S&P 500 since inception in 1999. $10 invested there at inceptio…
It is interesting indeed: Perhaps he was not happy with his hedge fund from 2003 to 2009, if he decided to return to mutual fund business. Look however what he did at the first 3 years of FLVCX (blue line) and compare it to the general market (green…
