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 think https://www.morningstar.com/funds/which-popular-funds-will-hit-investors-with-big-capital-gains-distributions-this-year?utm_medium=referral&utm_campaign=linkshare&utm_source=link this article from M* is a bit premature published Oct …
@Jim0445,
Same here, I was able to access closed funds doing rollover directly to TRP, they were very friendly, and it was easy to do as I already had accounts with them. 6 months later my 401k brokerage opened up an entire slew of closed finds. Al…
I have been looking into Global Stock funds as opposed to a combo of Foriegn and Domestic funds. I am debating whether it makes sense to combine several of my Foriegn/International and Domestics funds into a World Stock fund (form of consolidation?…
Thanks. On another note, their call wait music is the bomb...well not so much after the first 2 hours.
Brubeck is great, but yeah, the same refrain from Time Out on repeat is deafening.
I tried to do some moves to cash reserve online and had to cal…
@lynnbolin2021
@MJPete, I have different views set up. Do you have a particular fund family that you are restricted to?
Hello again, and thank you. I apologize for rambling I'm new to the sight looking to increase my knowledge and technique. I run…
Thanks for share. There are few there I've had under consideration when I do portfolio realignment in the beginning of the year, and some I already have. Unfortunately I am unable to do ETF's in my 401k brokerage account, (mutual funds only) and som…
Another Value Perspective:
Unravelling value's decade-long underperformance (and imminent resurgence)
unravelling-values-decade-long
Thank you, well written and insightful read.
