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.
Well not exactly. M* and/or their analyst said all that, not Mark. I just linked the article. I guess I should have put all the text within the quote marks.
Blockquotes are your friend ;-).
@dtconroe -
I have a second suggestion also. Your discussion post "Bond OEF investing for more conservative investors" is a fine, fine post and holds a great deal of interest for many of the visitors to the MFO discussion board, me included. However…
@WABAC: {Are old timers happy with this daily flood burying real discussions?}
You should have been here before Ted died. Ted was like the mailman, rain, snow, or sleet wouldn't keep him away from posting. Some of us enjoyed his posts & we …
Some posters providing links seem to mostly just look at the headlines, especially if they contain suggestions of "secret this or that" or "97 ways to _________" do something or other. Rather than waste their own time actually reading these links th…
WABAC:
However, discussion forums are different. I have not found many that are popular enough to get sufficient poster input, to make them useful. However, the platform for providing discussion, varies greatly. The process of moderating and ensu…
I have not completely left M*. I greatly value its Portfolio section, where I have numerous watch lists of funds, in which I can set up a large array of fund components,that I monitor on an ongoing basis. The Portfolio section provides easy access…
Any suggestion where to go to compare funds?
The quick search is free https://www.member.mfopremium.com/quicksearch/ and gives you a good readout on risk, and a thumbnail sketch on return, over select time periods. You can enter up to five tickers.
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Pimco Real Return PRRIX provides worthwhile inflation-protected bond exposure, which can help preserve purchasing power in retirement. By Miriam Sjoblom, (CFA) for M* ,Jan 16, 2020
"Despite some noteworthy team turnover, Pimco Real Return's experie…
The funds I actually own in my IRA are the FMI fund, the Dodge and Cox global, the Grandeur Peak growth, and the Lazard infrastructure.
In my taxable account I hold the FMI fund, and an ancient stake in a Vanguard International growth fund VWIGX th…
@WABAC: Yes, that calculator works for many situations. It does not account for Qualified Dividends which are taxed at a lower rate than ordinary dividends (0% for lower tax brackets). Some taxable bond funds hold assets which qualify for Qualif…
@dtconroe
Regarding Tax Cost Ratio (TCR), I don't recall what tax rate / bracket M* uses to calculate the value. The definition M* provides is silent on the topic. For munis, with a TCR of 0% the issue is moot. Perhaps I don't understand TCR full…
Nice list.
I sold all my Asian stuff. Too much excitement in that part of the world.
You might consider Lazard Global Listed Infrastructure GLFOX for a sector fund. Their definition of infrastructure seems a little broader than others. But it's a…
WABAC, I am a recent poster on MFO (Mutual Fund Observer), and was previously very active on M* (Morningstar). At M* I started many threads, commented on many other threads, and at M*, it became common practice to use abbreviations and symbols. So…
Some of the information is provided on their new pages, some isn't, but can still be found on their legacy pages.
For example, if you click on the price "tab" on a new page, at the lower right you'll find the three year tax cost ratio for a fund. …
I recommend the risk screens here. I am a recent transplant from M*, though I was never very active on their boards until they destroyed the value of premium membership. I quickly realized that resistance was futile.
I first tried the quick search …
