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.
Ted
Assume your way is the best way. What would you do in this scenario?
Husband and wife are both working and under 55 years of age. Rollovers took place when changing jobs and landed at Fidelity.
Both have workplace 401's.
Both have Roth's a…
mrc70
I recently at Vanguard purchased (VASVX) for my wife and my fathers account. I am a big fan of small/mid cap funds. Good numbers for 1-3-5 years.
Art
Reply to @Skeeter:
Skeeter,
How is this first summer of retirement treating you?
Not sure what to think of all this banter back and forth about the market going up and down. Ted has been right on many occasions before but my crystal ball is bro…
Reply to @VintageFreak:
Finding L.W. NTF funds at Fido is easy.
Click Research, then Mutual Funds. Then pick an asset class, notice that "no transaction fee funds" is already checked. It's that easy. Many new NTF funds to pick from.
Art
If you want a microcap fund why go with a fund like PVFIX? Might as well open up all small value options for your choice because that is how PVFIX behaves. Go with a microcap with a little zing to it and go for a homerun.
Art
Supply and demand maybe, maybe not? As long as we drive vehicles that do not get good gas mileage and as consumers do not push for cars with higher mileage we will pay more for gas.
I have always thought that the government should not tell car comp…
Sounds like the real question is if we are to invest in mutual funds which mutual fund companies are the best positioned to do their own research? It's obvious that what is out on the internet for the masses is not reliable.
Art
MJG
I do not think you were wrong in your way of thinking. People need to wake up to the fact that one death is no more important than another. We get all weepy over people shot with a handgun but gloss over the abortions. That's what the media and…
...I'd rather find a domestic fund to throw some new money into...
Max, Check these U.S. funds out for top 10% performance in their category for 1-3-5 years.
SMVLX
FLCSX
MXXVX
HUSIX
HWMIX
Art
Max
Investor says what I think but would not say. If a divorce were to happen you would split the IRA no matter whose name it is in. What we do is put an equal amount for my wife and I in our Roth's. While the Roth contributions have been taxed it …
The question for me at least is with limited cash available should I buy in the minimum? I was planning on buying the new Artisan Global Small Cap fund(ARTWX), but not both.
Art
A portion of the article linked below follows the theme of the 'HOT' sectors in the link Ted posted.
...Elsewhere, as investors begin to glimpse signs of an economic slowdown, defensive-oriented sectors—those in which revenues are more tied to bas…
a. MAPTX ,OARIX and PCVAX. MAPTX is a money maker and the other 2 are the best choices in 401 where bulk of retirement monies are. Most of the other funds in 401 have been replaced in the last 5 years with for the mostly with better choices.
b. no …
Reply to @AndyJ:
AndyJ
Please explain your thinking on reevaluating any bond fund that has 1Q 2013 losses. I assume you mean sell? Why?
Lets look at Pimco Income (PONCX) in the last 6 years it has had 7 negative return quarters according to Yaho…
Reply to @Investor:
Investor, I am curious which brokerage house do use mostly? ADVIX has limited availability for the masses. Looks like TD Ameritrade, Schwab and a few others. No Vanguard or Fidelity.
Art
If one wanted MLP's in their portfolio this is one way. Another way would be infrastructure funds such as (TOLSX) and (NMFIX)
I also look at 2008 performance but it is not the only criteria I use.There are many funds with huge drops in 2008 that ar…
I am going to devote a portion of retirement monies to the Market Leadership Strategy that Skeeter has mentioned in the past. Looks like Microcap may be the next category to move to a "buy". Buffalo Microcap(BUFOX) is my choice if I were to buy toda…
Here is a quick list.
1. Available NTF at Fidelity.
2.No load
3. Manager tenure greater than 4 years.
4. Top 20% in category for 1,3 and 5 years.
5. Open for investment.
Artisan International-ARTIX
Oakmark Int-OAKIX
Pear Tree Polaris Foreign Valu…
If I may ask why one of these 3 funds to start? Where will you purchase these funds from such as direct from the company or a brokerage house such as Fidelity? Do you only want one fund to cover the international area or are multiple funds an option…
Cyprus may not have moved the U.S. market but E.M. and foreign are down.
Art
Janus Overseas(JAOSX) (-3.4) for 1 week
Oppenheimer Dev. Market (-3.37) for 1 week
This would be my answer to my post if one should be buying funds at the top of the market. Art
"The Best Time To Buy A Fund Timing is also different with mutual funds. While IBD-style investors try to stay in sync with the general market when buy…
Sven
I also noticed that EM funds are lagging of late so I have added to (ODMAX). The only fund I have that is not at or near a 52 week high is Janus Overseas(JIGFX) which is about 10% off its 52 week high. I am sure this is do to it's large EM exp…
Skeeter
My dad is anxious to golf also. We live in Illinois near where Mr. Snowball lives. Dad is 75 and probably in better physical shape than myself due to golfing 4-5 days a week. He can now use the tee that is closer to the pin and his golf bud…
Dreyfus must think highly of Mr. Fitpatrick as well as he is a subadvisor to this fund along with others listed.
Art
Dreyfus Select Managers Small Cap Val A (DMVAX)
Walthausen & Co., LLC
Thompson, Siegel & Walmsley LLC
Iridian Asset Man…
Vestor
I was also interested in Huber Small Cap (HUSIX) as I am establishing positions in my ROTH of funds I like for that eventual transfer of IRA's and 401 monies. Before you buy (HUSIX) I would look at 2 other funds that are profiled by Mr. Snow…
Reply to @Daves:
Daves
If you go to Morningstar you can get info on funds that hold a particular stock. Let's use Procter & Gamble or PG. Put PG in the quote box and the click the "shareholders tab. From there you can see which funds hold the…
Soupkitchen
A recent job changed prompted a rollover to Fidelity so in effect " I started over" with allocation and funds. When I was done the mix turned out to be 40% foreign, 20% US and 40% cash /bonds. Some of the funds I used are bond funds and…
