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.
All funds are top ranked funds as you know. Other than Fairholme all funds are in the top 25% of their category for 3 and 5 year returns. Now these are not all large cap funds. Market cap (MIL) ranges from 61,000 (BBTEX) to 10,000(WPOPX).
Since th…
mrc70, Here goes....
Art
U.S.-LCG-Touchstone Sands Capital(PTSGX)
U.S.-SC/MC-Allianz NFJ Small Cap(PCVAX) dividend paying stocks only
U.S.LCV--Vanguard Dividend Growth(VDIGX)
Int. L.C.-Oakmark Int(OARIX)
Int. SC-No fund stands out to me.
Pacific …
3yards
FPACX is a no-load at this time. Just happens at Fidelity it is a TF fund. Once you pay the first transaction fee you can add monthly with no additional fees if set up as an automatic investment. You can always set it up, put in one months c…
Reply to @Investor:
I just did the easiest thing at the time which was to put the money to work in the best funds possible.We had 2 deaths in 4 days last year,estate is not settled yet(wife is in charge of all that), wife changed jobs in the fall …
Skeeter
Wifey has an inherited IRA thru Edward Jones and we are using TGTRX for the Franklin/Templeton part of the IRA. i tried to find the best funds in each fund company the IRA was invested in so as not to pay the load again. I am using mostly A…
Look at FMI International(FMIJX) and Thomas White International(TWWDX). If you waive the "not to large" I like Oakmark(OAKIX)
Art
http://www.mutualfundobserver.com/2012/04/fmi-international-fmijx-may-2012/
http://quotes.morningstar.com/fund/twwdx…
Using the M* Premium Screener and the only criteria is a " Distinct Potfolio Only-Yes they list 6915 funds in all categories. Is this what the answer you are looking for?
Art
Maybe V2 ratio.
the V2 Ratio divides the excess return of an investment by the quadratic mean of the relative drawdowns
http://en.wikipedia.org/wiki/V2_ratio
Art
Northern Multi-Mgr Global Infrastrucure NMFIX subadvisors are Brookfield Investment Management Inc. and Macquarie Capital Inv Mgmt LLC. You probably know that but maybe others do not.
Art
Adding to emerging market stocks and bonds. May add infrastructure fund.
To soon for inflation concerns,maybe by end of the year. When inflation appears i will add to my U.S.large cap value funds. Recently purchased Payden Value Leaders(PYVLX) whic…
fyi about this fund closing soon.
Art
Business Update
........ With $220 million in the Global
Opportunities mutual fund we’re very close to our soft close target and would expect that if the trend in flows continues we will likely be closing the …
Pay no mind to M* and their ratings. There are good funds with 3* ratings such as Delafield(defix) and Aston/Fairpoint Mid Cap(chttx). Just my opinion.
As far as FPACX goes I just added to it. If you have lost confidence in it then maybe it is time…
Adding to FPA Crescent(fpacx), Marketfield(mfldx), DWS RREEF Global Infrastructure S (TOLSX) and opening new position in Northern Multi-Mgr Glbl Listed Infra ( NMFIX).
Selling IVA Worldwide I ( IVWIX).
Art
I have been using DWS RREEF Global Infrastructure S (TOLSX) in our Vanguard accounts for access to this type of fund. It is not available at Fidelity for retail investors.
A new fund is available at Fidelity and the comparisions in the portfolios a…
Skeeter,
Investing in and keeping track of many funds works for me also. I watch over almost 50 funds between my wife and I in addition to my parents. I work with Vanguard, Edward Jones, Merrill Lynch and Fidelity. We have Roth's, IRA's, Inherited …
All of us men will have prostate trouble of some kind in our lives if we live long enough. I had the TOMO Therapy radiation for my prostate cancer and it looks like MR. Buffett signed up for the same kind of treatment treatment.
Art
Merry Christmas to you rono. I hope you are enjoying life and retirement. I have turned into a "lurker" since Fundalarm is no more. Best wishes in the New Year.
Art
One big difference between MAPIX and MACSX in that the latter is Aisa Ex/Japan while the former is Asia.
Many good funds to pick from you are fortunate.
`A
bee,
I am curious why you own both USAGX and TGLDX? Any particular reason? 5 and 10 year performance very similar but of late TGLDX seems to be doing better.
~A
