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.
It will be interesting to see how M* rates their own funds.
All 5* funds?
I'm certainly no M* advocate, but you do know the star ratings are purely objective measures based on risk/return, right?
What I said was to be construed as a 'tongue and ch…
BigTom, I do see this fund as aggressive for a bond holding, but I think there is room for aggressive bond funds within an overall portfolio, especially when managers like Scott Minerd are saying stocks are priced for perfection but there is still v…
This is exactly the type of fund I love to own. Great managers, new fund, small AUM, under the radar fund. In the Multi sector bond category it has the best year to date performance + great volatility + very high yield. The fund has about 50% in…
Warren has made some bad stock purchases over the recent years (think IBM, WFC & TEVA). He should concentrate on lending his huge cash pile to leveraged companies at high interest rates. He’s been very successful at doing that!
“I can make 20-30+%“
Funny thing about quoting percentages is that seem higher than they appear to be.
Say if a bond fund returns 3%, a 30% increase amounts to less than 1% increase in return.
Is the effort worth it for a tiny 1% increase in ret…
I want to give a 'shout out' to @TheShadow for providing the SEC files for new funds and status of existing funds (opens/closes). 95% of the time (except for recently), I come here just to see these filing by clicking his 'user name' and 'discussion…
But the fund will still be closed to third party brokerage platforms?
“(We) will resume accepting new accounts and purchases from most investors who invest directly with T. Rowe Price.”
RCRIX has a small AUM.
I wouldn’t be comfortable knowing the top 10 securities make up 49% of the portfolio in floating rate space (75% in junk) but that’s just me...
Class Z is available at Fidelity which is no load (front or back) and the lowest ERs for retail customers. Its a TF fund at Fidelity though but you are saving on the lower ER class of the fund.
The most wanted closed TRP funds have already been pointed out above.
Just because a fund is closed and it appears 'rare' and more desirable,
there are still other options to choose from.
PRWCX is an excellent with an excellent track record.
PRN…
I own the EM Core fund via 401k.
You can get exposure via the following ETFs from John Hancock.
TICKER FUND NAME MANAGED BY MORNINGSTAR CATEGORY USE FOR
JHMC Multifactor Consumer Discretionary ETF Dimensional Fund Advisors Consumer Cyclical T…
What is the point of this thread? If the fund is closed others can't invest in it so knowing some like it is not helpfuL
What's the point of your comment?
If you don't like what's being discussed and have nothing to contribute, you can move along.…
FD1000,
So now you are stalking DT on this board too?
Let me give you some advice, if you continue to harass someone who is not interested in your “advice”, you are setting yourself up for possible legal action against you. He could very easily g…
Here is the vanguard announcement for the new commodities fund that is mentioned in this post. .20% expense ratio is cheap!
https://pressroom.vanguard.com/news/Press-Release-VG-Announces-Plans-to-Launch-Commodities-Fund-04-04-19.html
I already own I class shares of many Pimco funds (PIMIX, PIGIX, PFORX, PSTIX). I was only stating that PiMco is increasing fees and possibly leaving the small investor behind with the elimination / consolidation of the D class shares and the limited…
NSF,
Interesting that ponAx is *no load* at vanguard!
PiMco Income isn’t available as an annuity at Fidelity (although total return is available).
An HSA option is severely limited to how much you can put in per year.
So even with those additional …
Also, they made D class and A class expenses the same so PIMCO could forcibly push all retail D class shares to A class. (Can’t complain because the expenses are the same). This works for the existing retail accounts that have D shares but any new r…
Or maybe they want to get rid of their small retail investors?
You know the ones that drive up admin costs by trading mutual funds, or buying NTF D shares without paying a brokerage fee and then turning around and doing a share conversion to I clas…
Gotta believe agreements with brokerages for LW A shares must be coming.
Why would PIMCO go through the trouble
of converting “D” class shares to “A” class just make “A” class load waived?
It would have been simpler for them convert A (load) class…
