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.
OJ,For a long time now I have thought the press has gotten away from reporting the news to making the news. Social media is largely responsible for the country "looking like it is divided. We need to all be "Americans" first. I also wonder how much …
I would like to ask all involved in this thread " Is there something wrong with considering yourself to be a conservative when the only other choice is a liberal ." As I read this thread I think certain individual think so.
Hank,Sometimes I just want to read about mutual funds. Maybe a new idea or fund. Nearing retirement so at least with some of the money looking to hit homeruns. That is why I bought FARNX which has quickly got me 8%. Don't like that so many post of l…
Hank, Purpose is curiosity, to see if their are any momentum trends at the moment and to see what MFO'ers hold in their portfolio. I could of easily used 6 months or the past year.
Looking at BUFHX. I want to have meaningful positions in the funds I own and less funds.This fund not only has high yield bonds but bank loans and convertibles. I can purchase one fund and get some diversification as well.
I sold off an 8 year holding of MAPTX in an IRA. I have enough EM exposure with ODMAX and GPROX. Proceeds to go to a high yield bond fund. Purchase of FARNX in a ROTH. Long term holdings of IVWIX and FPACX are up for review and possible replacing.
Steve Romick managing a second fund along with FPACX. Maybe another reason that FPACX has not done well of late.
One promising example is Source Capital (SOR), which has historically traded at nearly a 10% discount. Its new manager, Steve Romick …
I have OAKBX along with AMRMX and others in my 401. OAKBX compared to AMRMX has worse numbers than the LV fund over the last year. In a downturn I would think the allocation fund would do better than a stock fund. I am considering culling OAKBX and …
In 401 reducing allocation to ODMAX and CHTTX. Proceeds to cash. New contributions to OAKBX. Adding to VVPSX, ARTGX AND MAPTX. Would add to GPROX... Looking for a place(fund) for 5% of portfolio in Roth.
My experience has been the plan eliminates a fund and sends out notice to which fund the monies will be transferred to. I cannot leave/transfer my 401 until my employment terminates.
The plan administrators will move the money to a designated fund for you unless you specify another option. I doubt a FORD employee will be able to keep FCNTX if the plan drops it from the lineup.
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....
