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TRP website lists the top 10 end of month holdings around a week or so into the following month. Not sure why TRP has not listed the asset allocation for PRWCX on the website recently while most other TRP funds do?
I've noticed recently on the TRP website that TMSRX is no longer listed in the "Asset Allocation Funds" search option under the "Funds" dropdown menu, and now only shows up if you use the "View All Mutual Funds" search option. Oversight, intentional…
Currently 3 across all our accounts, but primarily 2. Never held more than 8 and don't anticipate holding more than a few ever again at any given time.
Personally decided that holding a couple percent in a given fund is pointless for me as @Mark s…
Hey catch, thanks for your suggestions.
Yes, in the past I paired up some equity funds with bond funds for a desired allocation mix. Beginning in 2006 mainly switched to moderate allocation funds, primarily PRWCX, but also a few others. One reason…
Moderate allocation fund, PRWCX as mentioned in the past holds the bulk of our investments. Never used an ETF to this point which doesn't mean we may not sometime in the future. I have looked at allocation ETFs in the past to compare to PRWCX and ha…
I needed to speak with someone at Schwab last night regarding a rollover IRA from a previous employer and never got through on the phone. So, I decided to try their online chat and was in the queue for around an hour before I went live with someone.
Here's the link to TRP's analyst call from November 19, it explains everything pretty clearly, the call is 42 minutes long. They are addressing capacity constraints that this new entity can help alleviate, most of the funds transferring to the new i…
For current TD Ameritrade clients, in case you hadn't heard yet, Schwab and TDA are allowing current TDA clients to transfer their accounts early to Schwab without incurring the account closing fees of $75 per account at TDA. We have begun the trans…
PRWCX continues to be around 80% of our investment accounts, no need to get overly complicated. :)
The rest of our account holdings are international & small cap funds which I began to lighten up on earlier in the year in favor of AKREX which …
@bee
That Orman article is quite old, 2014...and part of it references a 2008 interview. But, I get the point, her actions and advice in 2008 are going in opposite directions at that time anyway.
@catch22, thanks for the chart link. Shows what an incredible fund PRWCX has been through the years and various markets. Chart begins a bit over 3 years before Giroux took over PRWCX.
@MikeW I'm with you, hard to believe the market has bottomed yet with all the bad news regarding infection and death numbers still climbing and the poor corporate performances for the next several quarters yet to come out along with horrific unemplo…
I am by no means an expert on CEFs and ETFs, but concerns regarding the effects of panic selling on their pricing which can have nothing to do with their NAV has always troubled me. Whereas, at the end of the day OEFs are priced based on actual NAV.…
Visited my 91 year old father-in-law who was moved to a hospice care facility today. That was difficult.
Through the market volatility the past couple weeks we have been adding to our positions in PRWCX and AKREX.
You can still compare funds by starting with this link which had been shared by someone earlier either on MFO or M* Discussion Boards.
http://performance.morningstar.com/fund/performance-return.action?t=PRWCX
We use TD Ameritrade since 2011 because at the time they were the only brokerage where you could get TRP funds with no transaction fees. TRP funds are 80% of our investments currently.
Before moving to TDA, we were primarily invested directly throu…
Looks like in 2013 when the fund left FMI it had nearly $730M in AUM...as of the 9/30/13 Quarterly Report anyway.
In its early days as FMIOX, performance wise this fund was one of the very best mutual funds in its category.
1997=69.74%, 1998=35.4…
When we first became FMI shareholders in 2004 we never invested in FMIOX or later when it became the Broadview fund, but from what I remember AUM were once much higher than the current $290M. I'm sure that is playing a factor in this move. Wonder if…
down -2.82 for the year. Domestic and international small caps were the big drag coupled with our big stake in PRWCX which was up slightly...ever so slightly.
Currently at an overall allocation of 62/38.
@crash
I was expecting a nice gain for PRWCX that day as well and was even in denial for awhile that evening thinking the NAV had not been updated yet. :) Once reality set in I took comfort in knowing how much PRWCX had killed it over the past 12 y…
From a segment on Friday's edition of Nightly Business Report on PBS, guest, Tom Forte, Managing Director of D.A. Davidson estimate of where Amazon Prime's $119.00 yearly fee will go.
34% to Profits, $40.45
21% to Taxes, $25.00
16% to Processing, $…
We subscribed to Prime for the first time in 2017. We liked the free 2 day shipping, but found we basically did not use the video service at all.
We certainly used Amazon more after subscribing to Prime, and may have come out ahead compared to pay…
Thanks for the review link @msf. An example of members helping other members avoid financial missteps. That's why I started this thread to hopefully not only help myself make an informed decision, but others as well.
Beam won't be getting any of o…
Here's a link to the Forbes article. Hard to believe this type of business model will succeed, and they share very little about the business model...all very vague and feel good.
https://www.forbes.com/sites/laurengensler/2017/09/18/high-yield-onl…
We don't happen to use a global allocation fund, but we do use a moderate allocation fund (50 to 70% equity) to do most of the heavy lifting for us at around 60% of our portfolio. Then we use a few other funds to fill in the gaps such as global smal…
@Maurice
My wife and I have 5 different accounts that are linked at TDA and I can easily go from one account to the next and buy & sell without signing in to each account. I access each account easily from the account tab at the top of the page…
"Who was Madoff? Did money beat a path to his door?"
@hank,
Just in case your question was serious, Madoff perpetrated the largest ponzi scheme in U.S. history of around $65 billion which came crashing down during December of 2008 amidst large red…
@PBKCM
With the trend towards passive investing as it is, do you feel a publicly traded investment firm such as T. Rowe Price will be forced to go private eventually given they are not at all interested in competing for passive investors? Our curre…
Wow @Roy - you got an early start! Let me take a wild guess - did you invest in Fidelity Magellan?
I first started investing via mutual funds through Prudential-Bache. I believe the first mutual fund my account executive put me in was Templeton G…
