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.
Thanks Openice for that info. In addition here's a link to a Wall Street article on ICMIX stating a lot of the things that Openice mentioned.
http://www.intrepidcapitalfunds.com/media/pdfs/TWST061016.pdf
As an investor in Oakmark funds for the past 20 years or so, specifically the international funds, I am not happy to hear this. Both OAKIX and OAKEX performance has suffered recently and I am fairly certain that asset bloat with OAKIX at 23.5 bill…
Interesting find on 50/50 of RPG/RPV out performing RPS but I suspect that they might be temporary and the next 5 or 10 years could be different. CAPE is a good find as welI, I don't own it but I do own DSEEX and am very happy with that fund. I a…
Thank you for the all replies. Yes I am a fan of the Dogs of Dows concept which is one of things that attracted me to FDSAX in the first place. Paying over 1% for a fund with a rules concept just seems too much to me. I love the SCHD's ER but …
I have 4 "A" shares, which I currently buy in my 4 Schwab accounts on a load waived basis. I am assuming I can still continue to purchase those shares after May 2nd since no load was paid. Correct?
Yes they have HSCSX listed as the best overall small cap value. but then give it a POOR rating. Really makes no sense to me. Kind of reminds me of the old MAD Magazine.
First all, the US news ranking is actually an average ranking of 5 other sites - M*, Lippers, S&P, Zacks, and The Street. For example Zacks, has the fund as a "Strong buy". However, I have never been able to able to understand how Zacks rates …
Just as a correction - GPMCX is available through 3rd party investors, but probably on the TF platform. I am going to invest directly with Grandeur Peak Funds to avoid any transaction fees.
Bottom of page 4, "Capacity section", indicates that Global Micro Cap only open to existing shareholders. On page 6 states only offering Global Micro Cap in institutional shares and direct purchase only.
