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Mark, Thank you. Exactly the information I was looking for. While it is difficult to protect against effects market wide, I am just trying to minimizing foreseeable Mutual Funds specific errors.
I certainly have tried to chose managers that emphasize quality, but in the last cycle some funds like DODBX which were supposed to provide adequate downside protection did not. This again is forcing me to question my assumptions about the use of hi…
We often see references in M* to funds that provide downside protection. Is there strong evidence that there is an investment strategy in which it is possible to invest in funds which have as an objective downside protection but at a cost of foregoi…
Given the negative comments about SCMFX, for curiosity I did a comparison of total returns of the fund compared with FMIMX and TRMCX (both of which I own and will keep for their successful long-term strategies) and found that the results were very c…
