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.
Sadly, much of this thread was compromised during the recent server crash, but it should be noted that the shareholders approved the ETF transition. AKRIX/AKREX will become an ETF (AKRE) on Oct 27, 2025. It should also be noted that AKRIX has lost a…
WAPSX. IS the min initial investment really 1M?
From my limited understanding, $1m is the default setting that Yahoo places on a fund record when it can't extract a min investment from the prospectus or fact sheet. Lol, I got in at $50k over 10 …
Although I can't wholeheartedly recommend WAPSX (a Franklin Templeton Core+ bond fund sitting in my IRA) because its metrics can't compare to those discussed already, it does produce consistent returns. For the past decade, for every $50k, it return…
European market is still growing but at a slower rate comparing to US, and the valuation is more reasonable.
Oddly enough, the international MF, JOHIX (of the JOHCM family of funds), which has a substantial European stake, is my best performing MF…
As a final gift to shareholders before it morphs into an ETF, AKRIX distributed a CG of $3.02/sh this week. I presume only divs (quarterly?) moving forward and no more xaction fees.
AKRIX was a suggestion from an advisor several years back and I've been generally happy with its moderate, consistent performance. The CGs have been consistent as well for the past 5 years.
Question for anyone who has experienced an MF to ETF conv…
