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.
They are making it difficult to add to a fund if currently held in a Brokerage account. I want them to open the fund to existing shareholders but if they are not going to do that then a hard close should be just that.
If I cannot add to GPROX at Fidelity I will most likely look for another fund. Not my first choice though. Between my IRA and ROTH I have 7 funds. 6 of the 7 are closed in some fashion. MAPTX, IVWIX, ARTGX, VVPSX, GPROX, DIBRX. The only open fund is…
Additional shares cannot be purchase thru Fidelity for GPROX. They may be purchased directly from GP but my account is not directly with Grandeur Peak.
I still wish I could buy more shares of GPROX. Do not agree with a hard close of this fund and then start new funds. Close fund yes, but a soft close please.
press...I have had MAPTX since 2006. According to Perfcharts a 173% increase since then. A manager change maybe cause for concern.
http://stockcharts.com/freecharts/perf.php?maptx
China has been in the news lately as they are slowly poisoning us with the food they send to the USA. For instance organically grown rice used in protein powders has been tested and high levels of lead and arsenic have been found. I personally am lo…
Reply to @Junkster: You have influenced my thinking about what funds and how many along with the group think business. The Utopia funds was one I fell for.
Reducing funds and going with what I think is the best way to make some cash.
Not lost in the wilderness, just listening to the trees. From the Zurich Axioms.
1. The best time to buy is when no one else wants it.
2. Disregard the majority opinion. It is probably wrong.
3. It is OK to plan, but keep it alive. A plan is never…
Maybe the M* large value box is wrong for this fund. Since AUXFX has bonds as well as international stocks compare to other like minded finds.
OAKBX and FPACX come to mind.
I use Edward Jones only because of an Inherited IRA. I was able to get into TGTRX with some of the money. Other funds were American and Invesco. I was able to find a few acceptable funds but it was slim pickins for good funds.
As long as you are te…
PFODX
36% U.S.
from M*
...And the fund's policy of hedging most of its overseas currency exposure back to the dollar has made it one of the least volatile in the world-bond category....
VF
The Bible contains about 2,350 verses on money. 15% of the Bible is about money/possessions, that is more than any other single topic including Heaven, Hell, faith or prayer!
Reply to @MaxBialystock: Max, since we do not for the most part know each other personally we should not take anything personally. If we were to get to know each other we might have a different view of what one says here at MFO. Remember "Everyone i…
Reply to @MaxBialystock:
Max, Not sure what you are asking? ROTH contributions are not tax deductible like an IRA or 401. As long as you meet the rules withdrawals are not taxable.
Carefree
I am going to suggest the following:
VDIGX,SEQUX and a fund not on your list, BPAVX. Also consider ARTGX.
Since no taxes to be paid in a ROTH , at least by you, and these could be long term holdings I try to put funds in a ROTH I consid…
I agree we may be due for a correction. Not sure what is best to do but I have made a few moves and have plans for others. A 60/40 stock to bond ratio is my target. International is 50% of my stock portion.
I have held on to PTTRX for now and like …
Reply to @VintageFreak: The fact that it behaves like a balanced fund is why it is a fund to hold. Balanced funds may not be the place to be because of the bond bear market. If the stock market falls on bad times what fund would you hold? This bull …
Reply to @davidrmoran: My choices were solely based on performance of late. To soon to tell on so many of the funds we discuss at MFO in this alternative to bonds category long.short or market neutral.
I have MFLDX and like VintageFreak says it nee…
While "few" mutual funds stay at the top for long there are some. I only need a few. I hope these are the funds that the select group of investors that visit MFO strive to find and use to their advantage. I have a personal watch list of MF's ready t…
I was looking at this fund for possible investment in. Good long term performance with same management.Top 32% or better for 1,3,5 and 10 years in the small blend category.
What can we read into the change? Possible change to a load fund or change …
Should I stay or should I go?
I have 15% of total portfolio in PTTRX. The only other non stock option in my 401 is a stable value fund. For now I have decided to stay with this fund.
What would you do?
Art
Reply to @David_Snowball:
I keep several watch lists of funds I like. In the stock mutual fund category I screen for < 50 stocks, long term performance with manager to match and other criteria.
CFVLX has good 3,5, and 10 year performance rank…
Reply to @David_Snowball:
I missed the fact that Mr. Wyndra started managing BMPEX in 2009. Details.
Still like the 2 funds I mentioned along with so many others.
Art
Reply to @Ted:
OK. If one is considering purchase of BMPEX then there are 2 funds I also like that deserve a look. BPAVX and CFVLX. There are similarities such as asset size and total 3 year return with lower losses in 2008 and all are considered …