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 bought it once, and lost money: At first, it behaved beautifully, but then in 2011 it suddenly lost more than 1/3 of its value falling from the peak, and after that it behaved badly for about a year, so I took my losses. If you understand it well,…
Reply to @scott: Dear Scott,
I am intrigued by your interest in Jardine. It seems pretty solid, and I recall that you mentioned it several times already, saying that it is a bit expensive (but now it is less so). Do you know why it was not present …
This is one of the questions to ask during the call. I guess the expense rate is 3.16% for now, but if you keep your money there long enough, you may need to return, in addition, at least some part of 1.92% which is their temporary loan for the shar…
Today FBIOX was up 5.22%. I thought that it must be an error. It seems though that it is for real, in part because it has less than 1% invested in ICPT (Intercept Pharmaceuticals), which jumped 281% today. I wish I had all my money in ICPT...
One way to analyze WESNX is to look at its older brother WBEIX. I invested in it some time ago until it lost 2/3 of its value from its peak in the end of 2007 to the minimum at the beginning of 2009. It was a harsh educational experience. WAEMX has …
Reply to @finder: A correction: A day after the system told me that I bought BDMIX, the trade was canceled. So things are not that simple as I expected...
Reply to @BobC: The situation with price is more complicated: M* gives 1.53% for MFLDX and 1.75% for BDMIX. Meanwhile the prospectus gives 2.94% for MFLDX and 1.93% for BDMIX, which makes MFLDX significantly more expensive.
I called MFLDX and the…
Did you ever try to drive a car along a mountain road? Turn after turn, the driver is tense and tired, but everyone else wants to puke. Then you offer your passengers to drive, they feel tense and tired and you want to puke. I guess if you know what…
I found that Fidelity allows to invest in BDMIX in certain retirement plans accounts (such as 401k). In fact, I checked it experimentally, and it worked, though I paid the TF $50, but it is much better than the load. If you want to try it, just do i…
Wonderfully informative comments, thanks for your persistent efforts!
I have a question/comment about the BlackRock Emerging Markets Long/Short Fund (BLSAX). Its performance since inception was underwhelming, despite the BlackRock marketing which y…
Dear BobC,
I also keep some money in MFLDX. But I wonder whether during the next bear market it will do as good as it did in 2008? This fund has 19 billion now, and it continues to grow fast. What do you think?
Reply to @Ted: I second the question by MikeM. I do believe that your numerous contributions to the Discussion Board are most significant, and I am very grateful for it, but is it a place to debate who did what first and tell others what to do?
Thanks a lot, I do understand it, even the nature of the 1.2% rule. I am considering investing in HFRZX, comparing it now with my other options. Good luck!
Reply to @Hrux: Dear Hrux,
Can you tell us more about it? I guess others commented on general grounds, but you have a very positive experience during 2 years, right? What are the other P2P funds? Any recommendations? I am sure that all of us would …
