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 TS; I like that fact that they responded expediently to your request.
I have a brokerage account with FIDO; I guess I could buy it "direct" and transfer it to FIDO and save the TF??? Not sure it's worth the effort though?
Do either of you …
It does seem to me as well that RIMIX is mis-categorized by M*, which certainly could change the rating and metrics.
Thanks for the link TS and AJ for your input!!!
Any further comments, suggestions are very welcome!
Great information, discussion and analysis!!
Please keep it going; the more information, opinions, etc. the better investor we all have a chance to be!
Thanks guys for your thoughts!
DavidV, I, like Mike, was not trying to define a "core" holding as a "style (i.e. blend)" but more as a percentage of your portfolio and conviction. I certainly understand and appreciate your comment.
What I was rea…
Interesting approach O_S. Where is there a calendar of FOMC meetings?
Matt
Just did a Google search and found the calendar!
Any further thoughts and opinions are certainly welcome!!
Thanks AJ.
I too have grown tired IG muni et al; I still own MITFX (BMO inter.) but have been taking it down to eventually invest in HYM (PHMIX and/or MMHAX). I've been delaying; do you think it is a good time to DCA into them now?
I have been it…
I have been following HYM for a while and by no means am I an expert in bonds or bond funds, but it does seem like this category has some merit.
I have been following several funds, PYMDX is one but I am also very interested in MMHAX (LW at FIDO).
…
I don't worry about "go anywhere" but I have owned WHGIX for many years and it has served me fairly well; of course, you must keep this fund in perspective. As wm72 stated it does not hit home runs, but it is fairly steady, good safety and tax-effi…
MFMPX (Morgan stanley) is a decent option. I sold out of it last year (and WAFMX) and purchased MEASX.
It is an OEF that is certainly worth consideration if FM does well. I would have no issue getting back into it; it is still on my watch list.
Junkster,
I am referring to many, not all, various forum participants who seem to feel BL's are somewhat over-bought and maybe even dead money. I've read that rate increases are baked-in, LIBOR isn't going to move much more, etc.
You yourself sta…
Point well-take Derf.
I guess what I was trying to say is: why would rates go down and stay down over the next few years, thus why aren't BL's a good investment for the time being?
I don't expect 10+% going forward, but as a stabilizer/hedge with…
Why do many seem so be down on BL funds? The prior two years were not stellar; yes 2016 has been.
I am just becoming familiar with BL's and have recently purchased LFRAX (Lord Abbett; pays a 4+% yield). In a rising interest rate environment, i wo…
I held UMBMX for many years but sold out early this year mainly because of its tax-inefficiency (held in a taxable acct) and there are better MCB funds for a taxable acct.
I purchased PARMX and plan on holding that for a long time. It works for me…
DH, thanks for the education; I will have to keep a closer on eye on those factors. You see 3% for the upper limit for this period. That's a pretty significant move from here.
What do you anticipate from there? How much higher can the rates go i…
DH, Obviously what I was watching was not correct or I misinterpreted it. I think the better question is, what were you looking at? I am not an overly sophisticated investor, so if you could enlighten me, I would greatly appreciate it.
I do not w…
Thanks again everyone for your thoughts and opinions!!
DH, I have to agree with Hank; I'm not sure why you believe I and others should known that the 10-year was going to rise from 1.78 to 2.24 in just a handful of days, now. I'm not surprised rat…
GREAT information, points and thoughts everyone, THANK YOU!
I was caught off-guard a little bit by the accelerated rise in the 10-year. I agree that it is probably a bit of an over-reaction, BUT, the trend is still probably up, albeit not in a str…
Thanks again everyone, terrific suggestions and thoughts!!!
I am not familiar with most of these suggestions so I have a lot to check out; exactly what I was hoping for.
If there any any other investment vehicles worth considering, please let me k…
A lot of great suggestions and thoughts, thanks everyone. I have looked into several suggestions and they are very intriguing; still have work to do though.
Please keep the discussion going!!!
Thank you both for the suggestions; I will look into them!
Ted I have a dumb (or ignorant) question about the stocks you mentioned. Does the YTD return include the yield or is the yield an added bonus on top of the Cap. Apprec.?
I second kevin's proposal.
A very insightful and well informed answer hank; well put, thank you!!
Critical Thinking is sometimes "easier said than done" (excuse the cliche'), but I do my best.
Any other thoughts and opinions are greatly appreciat…
Thank you ALL for some GREAT opinions, insights and thoughts!!!
I certainly have some additional ammo, information and criteria to help me vet, choose and implement the appropriate investments for my needs and to formulate a better plan, as Hank an…
Thank you for the insight Hank!!
Besides Lipper, what vehicle do you use to screen for your funds? Do you use a search engine?
How do you determine if a fund is "diversified income" or "between income and balanced", etcetera when searching?? In …
I dumped OAKBX last year after holding it for a decade. I agree with Ted, there are better choices out there; it just depends what your goals and needs are.
Good luck!
At the risk of committing blasphemy, is anyone thinking of reducing their investment in any of the more aggressive PRIMECAP funds (i.e. poagx, pogrx) or any other fund that is H/C and/or Tech heavy?
I only ask because it seems like H/C (incl. Biote…
Point well-taken David, thank you.
I am seriously considering moving out of ARTQX; the under-performance is extending into its long-term performance.
Any thoughts???
David, thank you for the heads-up!!
I have been a very long investor in ARTQX and obviously have been very disappointed in its recent performance. Do you have any thoughts on the impact this merger will have on ARTQX???
The additional AUM does no…
My wife holds FLPSX in her 401k and she is rarely disappointed with it, so maybe you are right davidrmoran, I will have to reconsider it!
Thank you for the UMBMX suggestion heezsafe!
Thanks for your reply gentlemen!
Ted, I do see that US News has two of them them ranked, but they don't give you much analysis. I do like that they are ranked fairly high. Do you have any thoughts about them?
davidrmoran, FLPSX did come up in my…
Thanks Pudd!!
Your right, I'm not in a hurry to make a change and point well taken regarding mgmt change and more downside coming soon. I will keep an eye open.
I also like your suggestion that adding a fund could be an alternative to replacement…
Thanks msf for your insight and thoughts!!
Kevindow, I think I get your non-concern of holding PRWCX in a taxable account. I re-checked M* and realized that it's after-tax returns are also NUMBER ONE in the category, for all time-frames. Thanks f…
DavidV, point well-taken! Definitely something to consider!
Kevindow, thank you for performing the test purchases, too bad! The down side of your suggestion is that I do not know anybody who owns PRWCX. Also, it is not very tax friendly and I'm …
Great responses everyone, thank you!!!
Hank, as others have implied, PRWCX is closed to new investors.
Does anyone know anything about the Voya versions (virtual clones) of PRWCX (ITRAX / ITRIX / ITCSX / ITCTX)? They are open according to M*, but…
Thank you again, everybody, I appreciate all of the input, it has helped a lot!!
kevindow, thank you for the insight into JCAPX! I perused the details of Janus Forty and it seems to have a slightly different approach than MFCFX. But I will have t…
