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.
couldn't but notice M* rating comment "single person running fund" and "key person risk". Wonder if they apply the same yardstick to other funds. NOT!
I know. I'm sure they don't say the same thing about Giroux with PRWCX, or with PTRAX when Bill Gr…
My top 3 actively managed funds (the biggest percent is in an S&P 500 index fund) are OPGIX, POAGX, and DSEEX, each around 2.5% (I own a lot of funds also). 2.5% of my money is also in AGRDX, which is in my 401k so I am sort of "forced" to choos…
I'm a Bills fan FWIW
Thank you, and all the chicken-wings you can eat! I always figure how fun can it be to be a Patriots fan, or a Packers fan, or a Steelers fan... all they do is win, how boring... :(
Yep, I always root against the same old succ…
@Puddnhead, you had me all excited for a minute that maybe, just maybe, there were other "Bills" fans out there. What a tease :) :) :)
I'm a Bills fan FWIW.
My bond exposure is mostly in funds that are invested in higher yield (which are less affected by interest rates), or have an unconstrained mandate (which can benefit from rising interest rates since they can move to negative duration). I also have …
I have no idea who will win tonight but I think the Falcons have a decent chance of winning. I don't see it as a slam dunk for the Patriots, the Falcons have an explosive offense and their defense has really come along lately. Either way I think we …
Many expect the market to go higher. As DJIA reached new high last week, I rebalanced more back into bonds and cash, ~25% and 5%, respectively.
Any idea on how DoubleLine Total Return and Core bonds are doing?
DLTNX 3 months: down -1.44%
D…
Thanks. I'm trying to find manager interviews. It can tell a lot about the manager especially if there is video.
If you look about half way down the page of the link I provided there is an infomercial type video with the fund managers explaining th…
I own BLVAX. I bought it because I wanted a low volatility fund that was actively managed, rather than a passive low volatility ETF index, as I thought it was possible low volatility stocks as a whole could be getting expensive. BLVAX pays attention…
Thanks for all of your responses.
Gmarceau, thanks. I actually already own DSEEX (institutional shares of DSENX) . Great fund.
VintageFreak, thanks. One of the main catalysts for a market pullback should be a rise in interest rates IMHO. Looking…
At Morningstar the capture ratios are under the tab for risk and ratings
Important for me to know how fund is doing at present - how is it handling current market conditions. I'm thinking data is out there and someone is capturing it.
Consider A…
Recency is awesome! Be sure not to compare JENSX w FCNTX, PRBLX, or indeed RPG *except* at the 1y and 2y mark.
JENSX slightly beats out FCNTX, PRBLX, and RPG during the last 3 years; JENSX beats out FCNTX and slightly beats out PRBLX during the las…
Thanks for this article. I have been researching contrarian funds lately. Many of them have not been doing so well. Some of the funds mentioned, FMIVX and in particular HDPCX, have had a great year, but had a poor 2014 and 2015. I think the best one…
@davidrmoran Thanks again for drawing my attention to DSENX!
If you are thinking of buying in a retirement account, and at least $5000, consider DSEEX. You only need a minimum of $5000 to purchase institutional shares if it is in a retirement accou…
Catalyst Macro Strategy MCXIX is down an amazing -23% for the year. I know I'm not the only one here that invested in it, but I'm guessing the others don't want to talk about it either.
I got out of that 5 months ago. It looks like I made the right …
My low volatility funds for 6/24: BLVAX was down 2.08%, VMVFX down 2.52%, JRSTX ("managed" volatility fund) was down 1.26%, and I'll throw GDMZX in the group (defensive strategy fund) which was down 2.27%. Given the S&P 500 was down 3.59%, I'm …
Incredibly misleading article. What does he mean by "fees?" If he's referring to expense ratios, 401ks tend to be much lower than comparable retail share classes.
"The average 401(k) balance is $91,800 (according to Fidelity) and the average 401(…
I have been holding what is effectively mostly Europe: OAKIX, have been patiently waiting for some sign of positive return, starting to get a bit disappointed in this fund. But I know if I sell it, that's when the rebound will happen. I am sure the…
I am still hoping that one day Gundlach starts a mutual fund focused on his larger investment ideas such as what was mentioned in the article, his call a few years ago to short Apple and the yen, going long India over the long term, etc. It would be…
Mr. Snowball gave us SFGIX. Any other suggestions on the best up and coming equity or balanced mutual fund that nobody yet knows about?
As far as up and coming equity funds, so far I like ARRFX. Other under the radar funds I like are AGLOX, PGFIX…
Just my two cents. It is hard to divorce the market from an election year. If Trump wins the primary (or Sanders to a lesser extent), that could provide a headwind to the market (general uncertainty, possible tariffs, etc). If Trump does get electe…
One thing the article did not address is if Clintons call for a raise in minimum wage to $12/hour, and raising women's pay to equal men would affect the stock market.
no manager will touch a volatility play, I bet
If I understand correctly MCXIX, which I own, is shorting VXX and SVXY (top two positions according to Morningstar dated 9/30/15). The managers seek to take advantage of volatility mean reversion throug…
Me too. Chin, you might want to consider dabbling just a tiny tiny bit in VXX, for kicks.
Thanks for the suggestion, but I usually like a fund manager to handle those more "interesting" investments. I'll let the guys at Catalyst funds do it for me.
I have been buying very small amounts of S&P 500 index yesterday and today from the large proportion of money I have in my stable value fund in my 401K (about 0.8% of my total 401k value…right now about 58% stable value, 42% S&P 500 index), …
So what do you think about BURFX, QMNIX, QLEIX? Are they exceptions confirming the rule?
Just an example of it is not a good idea to paint all funds in a given category with a broad bush.
A year for stock pickers. There have been several stock funds that have managed a double digit gain YTD. And of course the mighty MCXIX is up 48%. Nothing has worked? Bah!
I owned this fund a few years ago. Had it for a year then dumped it. "Broken" might be too harsh as to the reason why I dumped it , it just did not meet my expectations and it just wasn't going anywhere, maybe down a few percent overall while I owne…
I own both FSPHX and FBIOX. I might be a little concerned about biotechs this year if Hillary wins the Democratic primary. Political discussion will be at the forefront as this will be an election year, one of those topics will probably be healthcar…
@Chinfirst........sure you are aware, but Fido has 2 energy related select funds.......FSENX and FSESX.
Any opinion on the best energy sub-sector and market cap to go into? Better to go global or domestic?
@Chinfirst
This list is from M* for the energy sector for mutual funds. There are duplicates of funds on this list, due to various classes of the same fund.
Click on the "YTD" or other columns to sort returns by best or worst.
Regards,
Catch
Tha…