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.
When I transfer from my IRA to a non-IRA account at Fidelity, a screen pops up asking about whether I want to withhold taxes, just as it does when I transfer funds to my bank. I expect Price will do the same. It may even be a legal requirement th…
As RPHYX nears a 3 year anniversary with almost $900 million in assets, I would have expected to see an expense ratio considerably below 1.17%. That's over $10 million being raked in annually for this fund. I guess the prospects for the RSIVX expe…
I think that the bucket system is quite different from the sleeve approach being used by Old_Skeet and Old-Joe. As JohnChisum states, there are usually at least three different time buckets and the investments in each bucket are selected based on w…
Here are a couple of other choices to look at in this area:
Lazard Global Listed Infrastructure GLFOX - 5 Star Fund with strong results so far and only 15% US stocks. A bit cheaper than TOLLX and a better yield.
Northern Multi-Mgr Global Listed …
Saturna Capital is the investment advisor for both the Amana funds and the Sextant funds and offers an HSA plan without any startup or maintenance fees. I had one with them for several years and they were always a pleasure to deal with.
Reply to Old Joe,
I was able to place a order through Fidelity for MTOIX for a $75 fee. There does not appear to be a minimum required. The order I tried was only for $1,000 and it was not denied.
Reply to @perpetual_Bull: After looking at it more closely with the help of the quote you provided, high yield bonds appears to be the bulk of their bond content. Thanks for straightening me out on this.
I've had my eye on BUFBX for awhile now but haven't yet pulled the trigger. The bond content is primarily AAA and AA and its 1 yr 3 yr 5 yr and 10 yr records have been outstanding. JPVTX, on the other hand, has bond content that is 55% BBB and be…
One possible value add is that it gives RiverNorth another strategy to offload to if the opportunities in the CEF space are constrained. And vice versa for the Manning & Napier piece. They are allowed to go from 0 to 100% allocation into eith…
