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I believe this is the post you are referring to...
https://mutualfundobserver.com/discuss/discussion/54889/leland-funds-ldvax
Perhaps the MFO search tool only looks at the body of the post and not the title.
Sorry, but the "doubling" of the standard deduction is really a myth. These articles often use 2017 numbers as the baseline for comparison and fail to mention the loss of personal exemptions and additional standard deductions. Assume a married cou…
In terms of the track record....yes, the prospectus traces to privately managed accounts like institutional, pensions, etc. The retail funds represent ~15% of AUM. I'm not seeing the correlation that folks are trying to make from that.
As for t…
Certainly the last 3 years have been subpar. But Rolfe's selective approach to equities isn't always going to be aligned with the overall market. Their 10 yr return still holds up due to their outperformance in 2009.
You can peruse longer term…
@VintageFreak - what i meant is, your 401K is not considered an "IRA asset" - at least for now. It remains a 401K until you decide to convert it. So it's irrelevant in terms of your non-deductible IRA to Roth conversion.
Converting a non-deductible IRA to a Roth IRA is straightforward if you have no other IRA assets. The taxable portion is only on the gains since the contributions have already been taxed.
However, it's rarely a good idea if you have other tradi…
M* offers rolling returns. If you choose the Chart tab, you will see a pull down menu called Growth at the top left of the chart. From there you can switch to Rolling Returns .
I remember this fund being heavily marketed by Aston at the 2011 Morningstar conference. Anytime I walked anywhere near the Aston booth I would be handed an ARIVX fact sheet. Ironically, for one of the lunches Eric ended up being at our table. I …
I've been a shareholder of Eaton Vance Bond (EVBAX) since Gaffney left Loomis a couple years ago. The fund's cash position has risen to 20% with an additional 20% in equities. She typically chooses dividend generating stocks for the equity alloca…
I like the fund and would consider owning it in the future. Walthausen did very well at Paradigm. I'm satisfied with existing holdings of Champlain Small Cap (CIPSX) and Aston River Road Indepenent Value (ARIVX) so not looking to add currently.
