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.
What underlies *my* question to Vanguard is whether it makes sense to own one/both in addition to the existing funds or instead of one/or both. Wellington Fund is presently closed. Knowing the percentage of portfolio overlap would tell me if an inve…
I telephoned Vanguard to find out how much portfolio overlap/duplication there is likely to be between the new funds and the already existing "non-Global" Wellington and Wellesley Income funds. The first voice did not know. He found me an expert. He…
FINRA has a special division for assisting seniors. The clerical division of a mutual fund family made a terrible mess of transferring $ from my wife's IRA from another unrelated fund to one of their funds (one which is well managed by the fund man…
I don't own PONDX. I can't understand what they actually do. Too compli-ma-cated for the likes of me. And if it did understand it I'd avoid the share classes that are still open because the load and 12b-1 are off-putting.
Yes, one can buy institutional shares directly from Rondure. These seem to be the only shares directly obtainable from them. The application form downloadable from their website doesn't mention the "investor shares", just RNWIX and ROSIX. These hav…
Here is the relevant part. I was going to paraphrase but I think I'll quote and I hope nobody minds.
....there is certainly risk in the markets and stocks in which Laura invests, particularly in the New World Fund focused on Emerging and Frontier m…
I received a reply to my query, on the same day I asked. It was thoughtful and complete and useful. I am impressed. If anyone wants to know the content of the reply, just say so and I will post it here.
Quite so, Ted. But I was asking about tendencies, not certainties. I did not loose very much in the stock portion of my portfolio after the big market downturns of the past few decades because for the most part I had avoided investing in the high fl…
I'm intrigued by the new Rondure funds but hesitant to invest because of the severe downturns that occurred in the Wasatch funds she managed. I have sent an email message to Rondure asking if there are any safeguards in place to minimize the same th…
This fund is intriguing and unusual. But isn't the expense ratio awfully high? I'd like to know the opinions of those who post here. This morning I asked the same question of River Park at the 212 phone number. He explained that they were small, th…
