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M* really pumped this fund up in the last couple of years. Their mid cap strategy is pretty close to this one, DHPAX. I believe they've got the same manager on board for that.
I understand Larry's take on all of this, but the real issue is getting clients to stay in these funds, DFA or not, and consistently invest in them in all market conditions. Although, concentrated and contrarian strategies can often lose too much t…
Small value funds require a lot more patience and the willingness to double down when value is out of favor. Most of the gains made in the last 10 years for small value happened in 2003 and 2013. Maybe it's better to be in a massive small cap index …
Sometimes.
I've done that with a fund provided it had decent AUM and wasn't anything beyond a vanilla stock or bond fund. Lots of patience required.
It's been a lot harder with an individual stock.
I've been looking at this fund for a couple years, but just felt it was getting too big even back then. That doesn't seem to effect growth funds investing in FANG apparently.
Right, it looks like they're not going to double down on value, even though that could pay off in the long run, but the growth oriented international funds have been strong- OBIOX, OSMAX.
International Stalwarts already has about 127 million in AU…
I'm looking into another strong small cap option to go along with WSCVX. HSCSX is definitely one I'm looking at. HUSIX seems compelling, too, but these highs and lows with the deep value funds sometimes just turn me off since I'd need to keep adding…
I used to do this from time to time with my HP. Try double tapping the upper left corner of the touch pad, since you may have turned it off by double tapping that corner to begin with. Otherwise, reboot or go you could Google this, I'm sure the answ…
This fund is insane- tvix, 3x etns. Then again, there's 600% turnover, so I really don't know what's in it now. I'm all for a profile of this beast for next month's issue.
It's a compelling fund that they're offering, but I can't see myself investing in this through a taxable account.
Actually, David piqued my interest with his mentioning of YASLX/YASSX in the update email. Down quite a bit for the year, but that's …
Over 10% of the portfolio in TVIX. MCXAX could get have some nasty mean reversion, but I'm amazed that leveraged volatility is finally in a mutual fund wrapper.
That's right, DMCRX has only been available since the end of 2013 for retail investors. The CAGR going back to 1996 is wild, something like 22%
The fund seems to follow a momentum strategy from what I could see on their website.
The retail shares used to be at 1.4 and once it went to 1.6, I was out. I understand the reason for the expenses because it's holding.CEFs, but I'd rather be directly in PDI, PCI, etc.
International/Global Stalwarts looks interesting, and perhaps they'll stay open a little while longer because of the slightly larger size. Honestly with the microcap fund, this might go small enough that it compounds in the high teens especially sin…
Thinking of adding to PDI now as it's mostly in 0-1 and 1-3 yr bonds, so the rate hike shouldn't slaughter it. I may wait after that happens, but I'm afraid of buying at a premium, as the discount has all but disappeared and may not ever come back.
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