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Not wanting to stoke the fire but coming from a guy who followed this site fairly regularly for about 3 year, took a two year break, and then has recently come back...it doesn't seem much differentiated from Morningstar when it comes to mutual fund …
Royce will jump all over it as long as they are allowed to not close their funds when they get huge and keep egregiously high expense ratios for bloated funds......oh wait....Legg Mason loves that stuff....
This is a tragically funny discussion....having deployed to more countries than I would like to recollect, and seen first hand what it is like when the USA does something vice does nothing....I would be very hesitant to say that America needs to ret…
I agree with the market neutral stances....however, I have been very please with Whitebox Tactical Opportunities.....even though I do believe that he has been overly defensive the past 8 months or so....I also still consider WBLSX more of a long/sho…
He belongs to Royce.....he will never be a star. I find it humorous that they are now closing funds at almost the same blistering pace that they opened theme urging that 2-3 year stretch a few years ago.
Very interesting……looks like he is shorting lots of bonds in WBMAX….I wonder where he is going to get the "income"….I know there are other vehicles to do that, but intriguing as to why he is starting this fund now.
I don't really pay too much attention to Morningstar's classification of funds....I remember 13 years ago when I first started getting into investing and thinking that everything on that site was investing gospel.....now I kind of just use it to ref…
That is good, however, it appears that Fidelity is now only offering the institutional class with a hefty minimum investment and a transaction fee. It appears to still be in limbo in my account.
Got 12 of 13…missed the Yahoo CEO question….but why would knowing here make me more educated about current events/demographics/politics/etc of this country?
I have never really given any weight to who Morningstar picks as their Managers of the Year…..I don't think that I have ever owned one either, other than the Artisan Fund.
Bought GPEOX and VTR. Added to CSX today on the dip. Bought XYL (Xylem). Added to MAPIX. Considering adding FCX after the CEO recently waived his entire salary for stock in the company. Almost entirely out of bonds and moving most of that money into…
Seems like it is already too late for it to be able to carry on with the same investment profile....I don't think that this is going to stem the flow of assets that much...granted it has a lower turnover strategy...it jsut can't take meaningful posi…
I have never had any issues with Fido and an online brokerage platform….not too impressed with their funds, too big, too expansive, generally turn into index huggers….good ERs but I don't invest in their funds. They have always answered my questions…
Have you looked at GOBAX and LROAX? I don't like that they are associated with Legg Mason but the subadvisor seems pretty legit. Fidelity has some, but other than John Carlson being one of the advisors on their Global High income fund I don't see an…
Thanks for the info...i am leaning towards CAPAX...I like that it has a good chunk of emerging market bonds in its portfolio...bonds, in general, are going to be interesting going forward...this is why I am looking and moving some of the money I hav…
Thanks...I already own GPGOX, and am very happy with it. I also become concerned when firms put out multiple new funds at the height of a market....Asia Focus, Emerging Asia. I was a fan of Wasatch until they started to do the same thing.....what ar…
Sooooooooo....not sure I am seeing the difference between Global Opportunities and the new Global Reach fund......I guess the managers advertised too soon about closing the fund at 400 million in assets, and now that GPGOX is getting closer to that …
I think historically WAIOX has had a smaller market cap but I understand what you are saying. Sorry, but I will probably never invest in a Royce Fund again...despite how much Morningstar drools all over them.....and hypocritically so too I might add…
They are all pretty pricey but some good ones are WAIOX and GPIOX. Both funds contribute a large portion of their portfolios to international microcaps.
I do own GPGOX and have been happy with it.....I am looking for a pure micro cap fund as the funds in my small cap allocation are on the higher side of the small cap space. I have been watching BUFOX, but now I think that its time has come and past.…
Perhaps, but I think that it is more of a GAARP fund than a true value fund.....I have also been watching ARTRX....but wating for now.....I think that it looks a little more interesting than ARTHX.
I already have Grandeur Peak Global Opportunities (GPGOX) for that slice....I really don't have a mid-large global growth vehicle other than ARTGX which I thinks acts alot like a growth fund...I think that more focused funds do better in teh large c…
I am going to watch it for a little bit......I hate to pay the transaction fee to Fidelity, but ....Does not seem to have too much overalap with ARTGX, which is my other Global fund.
