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.
Sven - While officers in companies with publicly traded stock can hold shares of their stocks, their trading in that stock is restricted, and they need to (in theory at least) restrict their trading to periods in which material public information ha…
Given the extraordinary COVID Fed response - in which the Fed ended up buying asset classes that they had never previously acquired - unless they sell and put replacement holdings in a blind trust, there will always be a conflict.
When presidential…
msf -
The question was asked and answered about Vanguard's and S&P's disclosures in the context of a switch in index providers for its VDADX/VIG vehicles.
Your posts - bringing Fidelity, iShares, and Franklin into the mix, and bringing up, a…
https://en.wikipedia.org/wiki/Median
BaluBalu - You're welcome, and thank you for agreeing that Vanguard's terminology and definitions are - at best - confusing.
msf - Thank you for confirming that Vanguard's definition of median does not conform …
https://investor.vanguard.com/mutual-funds/profile/overview/VDADX/portfolio-holdings
BaluBalu - Sorry, to make a long story short, the median market cap of VDADX is not $169B. It is about $13B. The Vanguard data page is wrong - no surprise.
The …
msf - Thanks for comments. Believe you are, in effect, making or confirming my point.
Don't expect that new-to-Vanguard investors that did any sort of due diligence prior to investing with Vanguard will be surprised with Vanguard's current custome…
https://www.mutualfundobserver.com/wp-content/uploads/2021/08/Table-7.png
One of the funds in the portfolio is the Fidelity Freedom 2020 portfolio, FFFDX. Why does it make sense to include in the portfolio a 'target date' fund that for many years …
It has been said - for example, by the NYTimes' editorial board - that politicians pick their voters, and NOT the other way around.
Believe that the same may be true with Vanguard. In much the same way that politicians - via gerrymandering - pic…
Wonder .. Vanguard has also been cutting services as well.
For example - they are in the process of removing inbound secure email from their website. Once complete, you will only be able to contact (reach out to) Vanguard by USPS mail or phone…
https://www.portfoliovisualizer.com/backtest-portfolio
Can produce similar charts at PortfolioVisualizer, but not quite as detailed for shorter time periods. Example below.
https://tinyurl.com/fmag-vs-v500
Just checked again, and the good news is that ETF.com and ETFDb.com now both recognize the DIVS symbol as the ETF that converted from the GAINX mutual fund.
However, some of the ETFDb.com commentary and peer-comparisons still refer to a prior small…
Wisdomtree has renamed the NTSX ETF, and also launched international and emerging market versions of the ETF.
The symbols for the new ETFs are NTSI and NTSE.
Upon launching the WisdomTree U.S. Efficient Core Fund (NTSX), previously referred to as t…
FWIW, as of today, 05-19-21, neither ETF.com nor ETFDb.com properly recognizes DIVS.
https://www.etf.com/DIVS
https://etfdb.com/etf/DIVS/
However, ETFRC does recognize DIVS.
https://www.etfrc.com/DIVS
DIVS' homepage - on the sponsor's website - …
Trading stocks and ETFs are also free (zero commission) now, at TRP. Believe that fees were dropped within the last 30 days or so.
https://www.troweprice.com/personal-investing/accounts/brokerage/index.html
Trade stocks and ETFs, (including ETFs …
Here is a whitepaper from Qontigo (Axioma, DAX, STOXX) that says much the same thing.
https://qontigo.com/low-volatility-strategies-why-the-wheels-came-off-temporarily-in-2020-blog/
CONCLUSION
The Low Risk 200 index has historically outpaced its …
If you eat enough donuts BEFORE you are vaccinated, you would have a good chance of becoming obese. Once you are obese, you would be in high/higher risk category, and be eligible to get a shot sooner, than if you weren't obsese.
If Krispy Kreme wa…
I recall reading somewhere (sorry, can't find link) that the trust agreement of QQQ (the official ETF of the NCAA that is being discussed) includes a requirement that the Trust/QQQ spends at least a specified percentage of its income on marketing ex…
In looking at the presumed fund that serves as the inspiration for the new ETF (PRCOX), it's remarkable how similar the PRCOX fund is to an S&P 500 Index fund. (But that's what it is designed to be- see Fact sheet, below.)
Yet, given a low (but…
Columbus Business First (Columbus, OH Newspaper) Ink
https://www.bizjournals.com/columbus/news/2021/02/04/diamond-hill-sells.html
Brandywine will pay $9 million upfront and could pay up to $13 million over the next year for the funds. The new owne…
Thank you, TheShadow.
This would be the ETF 'equivalent' of this [PRCOX]? [*]
https://www.troweprice.com/personal-investing/tools/fund-research/PCCOX#content-summary
[*] With a 34 bp ER, rather than the 37 bp ER of the "I Class" ($1 MM minimum), …
There is also a (partially transparent) TRPrice ETF that is equivalent (more or less) to PRDGX (mentioned by Crash, above). The ETF symbol is TDVG. Link below.
https://www.troweprice.com/financial-intermediary/us/en/investments/etfs/dividend-growt…
https://www.gafunds.com/our-funds/dividend-builder-fund/
As of today - Jan 5 2021 - GAINX is still a mutual fund. Any update on ETF conversion? Thanks.
I think [but not sure] that Morningstar is using 'strategy' to refer to all of the assets that are managed by the same manager that manages the fund, and in the same way. That may not be the same as the assets in the particular fund being profiled …
THB has a micro-cap mutual fund.
Fund Website
https://www.thbinc.com/strategies-mutual-fund/
M* 'Classic' Performance
http://performance.morningstar.com/fund/performance-return.action?t=THBIX
re: newgirl, re Portfolio Visualizer + TBGVX.
I've always thought of the Tweedy Browne Fund as just what is says - Global, and for that reason I included both possible domestic and international funds into the PV tool.
But if you want to think of …
Not sure if the following is referenced behind the WSJ paywall, but several years ago, PIMCO was 'caught' by the SEC doing the same thing with its bond fund ETF::
PIMCO Settles Charges of Misleading Investors About ETF Performance
https://www.sec.g…
Shadow - Thank you!
Here is link to coverage at Philadelphia Inquirer, by Erin Arvedlund:
https://www.inquirer.com/news/vanguard-pennsylvania-new-jersey-municipa-money-market-funds-20200925.html
