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.
I have multiple M* portfolios, set up in a custom view arrangement, to track multiple details for each fund. M* is currently working on the recent problem of users not being able to stay signed in. I also use Schwab which has some details I like. F…
"Mona"
dtconroe, may I ask which ones?
Mona
Mona, I moved money into SWNTX and SNTIX. I did have a buy order in for MWTIX for Monday, but after some additional analysis tonight, I cancelled that buy order--need to see more strength in the Interm…
"Mona">Are those of you investing in muni bond funds doing so in taxable accounts only?
Not all brokerage houses allow you to purchase a muni bond fund in a retirement account. I'm sure FD will comment on this.
Mona, I am with Schwab, and they …
dt, thanks for your post.
I, like yourself, work through Schwab (I also am with Vanguard). I have had this discussion with my Schwab Pinnacle Representative in Indianapolis. Besides the short term redemption fee that the fund may impose, based on …
I would just suggest that you research short term trading positions of bond oef funds you might consider for short term parking purposes. I have read poster comments of those who have attempted to use DHEIX in that manner. Diamond Hill issued warn…
PUCZX has dropped 1.36% in the last week, and PIMIX has dropped 1.01% in the last week--maybe you are right in that in at least the last week of this market correction, both of these multisector bond oefs were poor performers. JMUTX was down .58%--…
You may want to evaluate peak to trough performance, as a factor worth tracking in periods like this. If you look at your YTD charts, and you focus on the last week, PUCZX is dropping like a rock, and gives you some insight into how well it will pe…
I view PUCZX a step up in risk, compared to PIMIX. It does not have as good of a performance record in downmarkets, and it is much more heavily dependent on derivatives. If I were going to replace PIMIX, I would look at VCFAX/VCFIX as a better alte…
I use to have a M* Premium Membership when I used T.RowePrice extensively for my investments. T.Rowe would pay for that M* membership, and I enjoyed it, but I primarily valued the M* section that was free. Eventually, I switched to a full brokerag…
The edit button on threads are intended to allow posters to modify posts, to help better reflect their original intent in their posts, to resolve misunderstandings, and to promote civility in posting. I used the edit button with those objectives in …
Anna, I apologize for not doing a better job of explaining my thoughts on types of threads, that produces different levels of participation. Again it was not my intent, for my previous post to be interpreted the way you did. Hopefully my edited pos…
Anna, it was not my intent for my previous post to be interpreted the way you have. I was simply attempting to state that there are different kinds of threads on MFO--some are very narrowly focused threads, such as newspaper or magazine articles, t…
Participation is an interesting subject. You can get a large number of more narrowly focused threads, with very few comments, and they will then go into a category of participation with minimal poster participation. You can get another thread that…
MikeM: "Maybe I'm reading you wrong dtconroe and I apologize if that's the case, but it seems like you are saying 'if you don't play my game I'm going to take my ball and go home'. To that I say, just post if you want, don't post if you don't want t…
Today, there was a series of comments on this thread, and a series of related comments on the thread entitled, "moderated" status of board members. Because of those comments, and what I experienced yesterday, I feel compelled to make a few addition…
Although I indicated an intention of introducing another category of bond oefs on this thread, I have subsequently decided to take some time and evaluate what I have experienced on MFO with this thread. Thanks again for those who have been supporti…
Since I protested the decision of David Snowball to close the thread, partially because it had become too long and unwieldy to navigate, he finally agreed to restore it, even though he stated: "the argument that it is unwieldy strikes me as valid".…
I find the "follow up" comments on this thread interesting. It is clear to me that if I had not vigorously protested the arbitrary closure of my thread, the thread would have stayed closed. There were a significant number of posters, who joined me…
Thanks to those who were supportive in getting this thread restored. I will be introducing another topic for discussion, on this thread, in a day or so.
Thanks for the reconsideration! If there is something that I need to know to correct some issue, or make an improvement, please inform me and give me a chance to address it. I am very sensitive to any issue of incivility, as I think it is imperati…
If you want to set limits on the number of pages, that is certainly your prerogative. It would be interesting to understand how you rationalize ending very popular threads, that so many posters value and follow. It is much easier for me to find a …
"TheShadow">The reason it was closed was due to two reasons.
One of the reasons is inaccurate and should have been directed to another thread that is still open and running. The other reason is strange and confusing, as it has become long becau…
"sma3">While it is not public knowledge who has been "moderated", I have found dtconroe's ideas and threads to be useful and more the target of the "Spats" not the source.
I for one would be very disappointed if dtconroe does not continue to co…
jerry: "The link Gary1952 provided results in a page saying "Discussion not found">My guess is that it is a an official action. Too bad I love to read about splats and see if the nasty gets too nasty."
I have worked very hard to ensure that my…
I have had a large number of posters supporting my thread, a large number of viewers viewing my thread, and I worked very hard to keep the thread civil and positive. I am hugely disappointed in this MFO decision and certainly not motivated to start…
What!!--my Bond OEF thread had absolutely no "spats". You are getting it confused with "Bond Mutual Fund Analysis" thread, started by FD, that had constant "spats". Could you provide one example on my thread where there was any argumentative posti…
"MikeW">@dtconroe. I know I speak For a lot of folks on this board that greatly appreciate the contributions you've made over the last couple of months to MFO. I have learned a great deal about different classes of bond funds based on your post…
Regarding DHEIX/DHEAX, I am not sure when it became a frequently discussed fund at M* or MFO. I first heard about it in 2018 from FD, who was talking about a couple of short term bond oefs, that could be a safe harbor in that turbulent market peri…
"Gary1952">SDMZX appears somewhat unique. It is named a multi-purpose fund with low duration. I would say DBLSX and SDMZX are not directly comparable. DBLSX focus is on low duration.
Gary, as I said in my comments above about these 2 Schwab re…
"Gary1952">I am at Schwab and all too often fail to research there. Thanks for the update. I will look into those funds. DBLSX is my oldest bond OEF holding. recently I have been thinking about selling some. But with 50% equities now I like the r…
Schwab recommendations for Short Term Bond oefs are interesting. We are familiar with frequently discussed short term bond oefs like DBLSX and DHEIX, but neither of those funds made the Schwab recommendation list. The 2 short term bond oefs that S…
I wished these Headline Articles would be more specific. To be accurate, it should have said "Stock" mutual funds have a hard time beating "Stock" indexes. That is why there are a number of investors, who will combine a "Stock" index fund, with an…
Carew, since you asked about BMPAX, and I have not previously discussed this fund, I thought I might add a few comments. It is from the Intermediate Core Bond category, which is a little more in line with funds, that have higher investment grade h…
"carew388">@dtconroe Thanks again for your ongoing discussion of the numerous oef bond categories. How would BMPAX PMZAX and MTGAX fit into this discussion ?
carew, all 3 of these funds could be considered conservative bond oefs, although ea…
FD, I don't disagree with your statement above. The government bond oef category is a very high investment grade category, but within the category you do find some variance regarding duration and interest rate risk. Most of the intermediate durati…
Thanks bee--I agree it is an excellent option. VFIIX standard deviation is 2.04, duration is 2.68, Credit Rating of AAA, M* Risk is average, 1/3yr Total Return is 5.75/2.97. In categories like Government Bond OEFs, Vanguard benefits with its very …
