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.
Here's the response from Fidelity about automatic investment on VGWLX.
This fund does not allow for automatic investments. This is a fund by fund basis and it is best practice to call a Fidelity Trader to check if the fund you wish to invest in al…
@rono, @Tarwheel, thank you for sharing your holdings. The hardest part for me is try not to cover every boxes in taxable accounts and stick with a simple portfolio... @Tarwheel how do you like TAIFX?
@Sven Interestingly, VWELX/VGWLX now own lots of stocks in blend category. I wanted VGWLX as my largest holding in the tax deferred space is a growth-oriented target date fund.
@WABAC like @rforno, I used to own GLFOX and FSMEX in Roth. One thing …
@WABAC I used to slice and dice (or collect) funds am comfortable dealing with complexity. That said, my spouse has no interest managing portfolio and I'm leaning towards holding a core or two and building around it with a few specialties.
@Irwill…
JG talks about the difference between TOTL and DBLTX.
IBD: What are the similarities and differences between the Total Return Fund and TOTL, the ETF?
Gundlach: They're not the same.
The interest-rate risk in TOTL is the same
Read…
JG talks about the difference between TOTL and DBLTX.
IBD: What are the similarities and differences between the Total Return Fund and TOTL, the ETF?
Gundlach: They're not the same.
The interest-rate risk in TOTL is the same
Read more: http://ww…
I like PIMIX/PONDX. I like to split my fixed income exposure in tax-deferred space into safer/high quality stuff and another with riskier/higher total return. I currently pair DBLTX with PDI which is an OEF managed by David Ivascyn. I replaced PI…
Is DoubleLine's Jeffrey Gundlach The New Bond King?
JF talks about differences among TOTL, DBLTX, Core (DBLFX), and Flexible.
FWIW, I own DBLTX which is the best antidote for equity risk.
@soaring, where/how do you buy it? M* lists $5M min. Appears unable to be bought at Fido and ML.
Bought QSPIX earlier this year (as recent as end of August) in 401k/403b accounts at Fidelity via their BrokerageLink. It was available for $500 minimu…
