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.
@lljb, that's awesome, but also too good to be true. I doubt they will grandfather Scottrade commissions. My prior experience with TDAmeritrade is not good and I closed my account. It was the about the time TD bought Ameritrade things went bad for m…
@LLJB. I've successfully gotten over falling in love with ANY fund. So I don't want my shares to be grandfathered. I'm okay selling any fund. My problem is I don't want them charging my hefty commissions.
What about $100 minimum to buy? Schwab star…
Oh, of course. It is that time of the month again. They have to mention American funds.
Personally I've been looking at FTEMX for years, but somehow never pulled the trigger. I got back into SFGIX after they announced closing but hardly have anythi…
Okay, so can we see something about the volatility of your 50/50 mix? I mean that's what it is about right? Otherwise we can also say some other global mutual fund performed better and THAT does not mean anything one way or the other, also.
If VMV…
What does this do exactly, anyone know? Will Scottrade brand be retained? How about the trading policies, commissions and minimums - which are now like Schwab's $100 for mutual funds?
Wish there was an easy way to identify which fund NTF at Scottra…
I own VMVFX. I was indeed looking at other low volatility funds like those from BMO. However, I never brought myself to pull the trigger. Thing is, ANY fund, important to buy at right time. There is no fund that you can just buy any time, unless may…
OMG. AMG marketing department decided people not buying other Yacktman funds because when it does not find good investments it holds cash, and people think fund has to be fully invested.
So what does this mean. Yacktman buys second string ideas? Or…
I never thought I would say this words. I want someone to go to jail here. I'm sorry to say, fines will never cut it. Jail and inability to work in a particular industry might.
Guys you didn't miss much. Useless article. You can just go and sort largest Vanguard, Fidelity and American funds, and then add couple of large PIMCO, TRP, and MW funds, and there you have it.
When I go to Mars, please jail the guy who wrote that …
Not sure I understand the premise of the articles. Most POPULAR fund for YOUR retirement?
All it means is the Funds are available in most 401k plans, no? That does not make them popular, just because people have no choice but to buy them in the abs…
Wonder where they get the facts. I am seeing UT endowment at $24 Billion almost anywhere else I look.
In a way it is double edged sword. High endowments don't necessarily mean better facilities. It means more of the circle of friends are donating (…
I just registered for a free account and had no problem accessing Instant X-Ray.
I did not accept the 14 day premium free trial - at the top of the Instant X-Ray page is a banner w/link saying "Activate Premium Access FREE for 14 Days".
Question f…
Sven, it's $100K
I actually didn't know TRP had a threshold for M* premium membership. I can confirm my in-laws assets exceed $100K, so that might explain it.
I think US stock markets behave like Japanese Stock Markets.
I can only hope US policy moves toward creating more equal society since the Stock Market is not going to help people retire going forward.
I am as much an expert as anyone else and can …
If you have a TRP account, you should get Morningstar premium membership for free.
PS - You should NEVER be a M* fan. That's like being a fan of Monsanto, just because you like Cornbread.
About freakin' time. Then again, he was only 2 years away from retirement. Does not seem enough. Not about punishing him per se. I just think the company needs to be punished more.
Any insight that DSENX is doing well sofar, YTD is over 15% while the broader S&P 500 is up 7%. When will it revert to mean?
DSENX does seem wierd. It sorta simulates CAPE using futures and stuff I think and then has a bond overlay. I don't thi…
I think VF meant to write ARTWX, instead of ARTGX.
https://www.artisanpartners.com/individual-investors/investments/global-equity-team/global-small-cap-fund-artwx.html
Correct. Sorry. ARTWX.
I own all Artisan funds except the emerging markets ones …
ARTWX - WTF is wrong with it I don't get. I think it is worst fund YTD in World Stock category. I would have thought it was 3-alarm already.
Marc Yockey has been lame for a while now. I had surmised ARTHX and ARTGX were started to distract people f…
I pay $180 odd right now for FIOS phone, cable and internet. In Feb I'm up for renewal and my bill will go up $60. Have a decision to make.
Charging $300 is too high. If that happens, will give up my landline and TV and then pay whatever I need to …
I'm never going to purchase a fund and say it is forever. I will evaluate the fund performance, manager, ER, etc. together and decide to buy and how many times to buy.
So it does not matter to me if ER of NL shares is higher. I will NEVER buy a loa…
I will unashamedly admit day by day I'm becoming a cynical old bast***d. I will also say that AF is not allowing investors to purchase shares of their funds without paying load out of the kindness of their hearts. They are doing it because their bro…
This basically means they are acknowledging active management is worthless. Loads which are wrong in first place add insult to injury.
I'm sure ER is jacked up on those F1 class shares. However, now at least I can look at AF without throwing up. M…
Hmm... I never knew anyone wanted CAPE to predict market direction. I thought CAPE was a way to identify likelyhood of outperforming stocks, and hence, one invests in it.
why is this news? :-)
if there is a better product and ethical fund company then invest there. I work under the assumption everyone is a crook, and I have to live on this planet.
All prospectuses and SAIs, clearly list conflict of interest. They b…
My position in FAIRX has gradually reduced since I don't automatically re-invest distributions. I had said many times his performance started to suck since he started appearing regularly on TV. He is doing it again.
I've held on to my shares but I…
I will continue to lament why I'm not seeing any newspaper articles that say XXX thousand customers have closed their accounts at Wells Fargo. Everyone waiting for someone else to do something. Deer caught in headlights.
Reminds me of myself as a f…
2 / 3 fund performance is not so bad. Just saying.
If you invested in WWWFX ...
THAT is why you buy funds at the right time. There is no "pass" or "fail".
I don't see why you couldn't open additional accounts at Schwab.
Yeah, but the point of having portfolios at different brokerages is my paranoia one will go belly up and CEO will take my money and run. So does not help to have two accounts at Schwa…
It is very heartening to see people having the courage of their convictions and considering selling PRBLX. This is hard. The fund is good, the fund family seems to be alright and may end up doing the right thing themselves.
I would suggest selling …
