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.
Mulder,
Since you are considering VASVX, you might want to look into VMVAX for the following reasons.
1. VMVAX is more of pure mid cap value fund. 36% of VASVX is large cap.
2. VIMAX has superior 1 and 3 year returns and while Admiral shares have …
I don't know what is on your list, but here are my takes. The new banner and the next two lines from the discussion page, take up half of my laptop's screen. The good news is that as I scroll down they disappear.
The white on green is a bit hard …
But his incentives make him a somewhat biased judge.
Yup!
I reckon if he was an advocate of index funds, he subscribers and clients would diminish significantly.
Mona
It cost me 50 cents a day..to get all the information I need to make buying and selling investment decisions everyday...MAYBE there are people (not really investors) out there that think 50cents is too much money to pay for that service but I Don't…
I have found in business your going to have a certain % of customers/prospects and nobodies that will complain no matter what you do, for a representative of Morningstar to take her time dealing with these "types" is over and above the call of duty…
Mona, your monitoring this site but not posting:
Means your don't read anything up to your level, you don't care about posted information/opinions, or you move on to other/ more intelligent sites/postings......
Which is it? I could guess...
tampaba…
@linter: But upon analyzing PRWCX further, I see that it is pretty much the same, with half the trading and a little more foreign; sorry.
Dr. Dave,
The moral to the story is you can think more clearly in mid afternoon as opposed to the middle of th…
Mona, you still around?, they missing me at Vanguard Advisers? Count the # of times they mention me....Any Good tips from my Man Dan the Vanguard Man? Not much here...
TB,
Yup, we are all missing you.
When will you return?
Best Regards,
Mona
Bee,
Why are you posting something a year old --- did you look at your link? am I missing something? --- and which was not true then and less so now? Whose debt bubble? As a percentage of GDP? What? All too widespread, and wrong, way of thinking ab…
Well, heck, they all do, moron Giuliani to the contrary. Low bar. We need higher bars. Not that guy. Like that's a clear criterion anyway.
What a prize idiot, and how irresponsible to charge in this day and age.
>> a day earlier at New York'…
Today's was Seafarer Overseas Growth & Income (SFGIX) fund's third anniversary; it launched February 15, 2012. Steady asset growth despite a tough stretch for the emerging markets. Annual returns since inception are, per Morningstar, 8%. The cat…
Other managers worth checking are Bernie Horn from QFVIX, Mark Yockey from ARTMX, and Walter Bean/Daniel Peris from IVFIX. The latter is particularly interesting if you like to emphasize dividend yields, which is an attractive 4.97% and has a very l…
@Mona
Your frequent conversations with fund managers, while commendable, raises one concern - being related to the following: As I understand it, open-ended mutual funds are required by a 2004 SEC amendment to existing policy to publicly disclose …
@Mona: PDI has recently suffered from the non-investment grade spread widening (as did all HY), but also from being hedged duration - as long treasuries ripped.
Hi fundalarm,
And Bill has been selling a few shares. Guess he needs some extra chang…
@Mona I am fascinated that you call the fund companies on a regular basis. Do you have typical questions? I am curious as to what subjects you cover with them. Do you really berating them for not bettering their benchmarks? Sounds like a good me…
You'd think their longer-term performance would not roughly track as it does, wouldn't ya.
Dr. Dave,
Do you always answer a question with a question?
I am still waiting.
2-3-15
0.00 RSIVX - RiverPark Strategic Income
0.33 PONDX - PIMCO Income
Dr. Dave,
While only one day, this is a rather large percentage difference between two "Multisector Bond Funds" that you feel should be compared to each other.
Since I s…
Hi @fundalarm
I was reading through this thread again and looked again at PIMIX and its current holdings as of its last posting. This and its cousin, PONDX have a much different mix of holdings from the previous several years. The overwhelming major…
(well, Mona went further and actually called the company.)
fundalarm,
I call and interview each and every fund (I stick with OEFs) I own. I have worked very hard for what I have and I am not about to lose everything because I was too lazy to do m…
@Mona, thanks for that info. These are not funds that I watch so I am at a disadvantage here. Interesting that they both have a go anywhere kind of mandate but seem satisfied to stay put where they are. The intrincities of bond funds always confuse…
@JC, is it not that their principles are more or less 'go anywhere' / opportunistic?
On first glance these funds look very similar. I went to the prospectus of each fund.
There are a few details like the allocation percentages that are different.…
Totally overlooked Davis, sorry; yes, that one too. Indeed, you probably could ignore my urging about diversification and just do as 00BY suggests.
Dr. Dave,
You totally overlooked Davis?
No problem. The third time's the charm. Want another crac…
The best number for RiverPark is 212-484-2100 in NYC. If you are fortunate as I have been, you will be able to discuss RSVIX with Morty Schaja. He is the CEO and Managing Partner.
The performance and statistics team at PIMCO can be reached at 949-…
After just now reading DS, I am looking at RSIVX and comparing it with PONDX and PDI. DODIX looks good recently too. Thoughts about those?
A comparison between RSIVX with PONDX is [probably not productive]. They are two different animals. If you wan…
Except if we close it we lose msf's astute and learned corrections of misinformation and misstatement.
drm,
Nope, no misinformation and if there was a misstatement, you might want to keep in mind that English was my third language.
And unlike msf,…
re metric: We really tried here in CA- had miles/km for quite a long time on a number of highways. It wasn't Carter: it absolutely was the presidents and congresses that followed Carter, much to my disgust.
"The markers from Nogales to Tucson are a …
I do find it interesting that there is no option on the website to change the language, considering their target audience.
Edit: Was that a promise also? If you have a language already you can keep your language
John,
I too would have thought…
Mona,
Don't speak Spanish
drm,
Lo siento (I'm sorry). I can appreciate language challenges. For me, English came after French and Spanish, so I understand.
Mona
drm,
For the past week, I have been in Panama, where I am a pensionado and spend part of my year, looking into various health insurance plans. I am only in the beginning of the investigative stage, but I am excited, as there appears to be a number …
Back from Black Friday shopping....in one piece!! YAY!!! Also won a $100 gift card at Sports Authority (shhh...don't tell the King...he might take $40 of it!)
davidrmoran...so appreciative of your concern! We already tried the "domestic partner" a…
l5b, pal -- can you perhaps be on bf's insurance without marriage? Or is that not an option anymore in some places (maybe ACA-related)?
There is nothing ACA related that prohibits this. I am aware of insurance companies that allow a "domestic partne…
