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In a conversation with a friend connected with health care, he mentioned that private systems are laying off employees while govt systems are hiring.
Hi John,
Seems to make "sense". How many actuaries do the likes of Blue Cross need now and how ma…
Hi bee,
Possibly I was not clear.
In neither case would funds go through my hands. I recently closed out a Qualified Retirement Plan - Profit sharing Plan from a small company that I had owned. This QRP-PSP was with Charles Schwab. I opened a roll…
IMHO, the ruling seems pretty straightforward
msf,
I'm glad it does to you;-)
This year I closed out a QRP-PSP (sent in my 2014 final and short year 5500-EZ) and put the money into a rollover IRA with the same institution. They handled the paperwo…
Anyone have a favorite sub-advised mutual fund?
Wellington does a nice job with VWELX, VWINX, VGHCX, VDIGX, VCVLX, VEIPX and I probably could include a few more.
Mona
Over the last 10 years or so, I have also viewed HC as a largely defensive position and have benefited greatly from this stance. Perhaps it's time to re-think that.
PressmUp,
I think it depends. A health care fund like VGHCX holds largely defensiv…
TONIGHT: My school, Gonzaga Univ. in Spokane was defeated, cremated, bullied and otherwise stomped on by the team from Univ, of AZ tonight. So many damned turnovers is what killed them. Final score: 84-61, a true drubbing. Crap.
Sorry Crash.
I a…
I was terribly hurt by Artio International (I think the old symbol was BJBIX and prior to Artio it was owned by Julius Baer). I thought Rudolph Younes and Richard Pell walked on water, as I lost 50% of my investment. And to add insult to injury, bec…
First, I would like to thank all you guys for your posts. Very much needed and appreciated!
catch22 - The only bond fund that I am using as a substitute for a cash holding, is Pimco Senior Floating Rate symbol PSRIX. While it's held it's own, I'm n…
@mona -
do you realize that your browser will take you to the first comment that you have not read, when you click on a discussion that has new comments.
does that help?
I did not before! Thanks.
Mona
I'm sure this has been covered, but I can't locate where.
I am using Firefox 27.0.1 which is the most recent version. On the "Mutual Fund Observer Discussions" main page, yesterday I was able to see where there were new posts because the subject wa…
Reply to @mcmarasco:
Hi Matt:
This will explain it from an Artisan point of view.
https://www.artisanfunds.com/invest/closed_fund.cfm
My guess is your Fidelity representative will neither know Artisan's policy or know how to fulfill your reques…
Hi Press,
I am not a wealthy person, but I learned that if anyone has in excess of $100,000 combined in Artisan Funds, they can access any Artisan closed fund. And, it makes no difference if one holds their Artisan fund(s) directly with Artisan or …
Reply to @mrdarcey:
ARTGX, for instance, is indexed by the WSJ to the NASDAQ 100, which oddly creates an active share of 79%. In Artisan's fund literature, they list the number as 90.4%.
mrdarcey,
Where in Artisan's literature are you seeing this …
Reply to @MikeM:
I'm looking at what my best performing fund was over last week and it was PRFHX. It was even positive through yesterdays carnage and up .9% for the week. The HY muni is a fund I bought a couple weeks ago - thanks to the junk man :)…
Reply to @bee:
Hi bee,
If you reside in the City of Philadelphia, you have the privileged to pay this:
http://www.phila.gov/Revenue/individuals/taxes/Pages/SchoolIncomeTax.aspx
If you work and reside in the City of Philadelphia, you have the p…
Matt,
Have you looked at ARTLX?
It had a subpar 2013, but I think Artisan is a good house, has good managers, and I would expect ARTLX to shine again.
Mona
Reply to @AndyJ:
Hi AndyJ,
I too have been watching VWALX as well as VWIUX. I like the BBB rating in VWALX compared to A in VWIUX, but I am a bit concerned with the 7.3 year duration in VWALX. Two questions:
1. Do you have any concern with the d…
I noticed that MACSX has 27.8% of net assets in their top 10 holdings and of that, 8.5% is in three stocks located in Singapore.
Singapore Technologies Engineering, Ltd. 3.4%
Keppel Corp., Ltd. 2.6%
United Overseas Bank, Ltd. 2.5%
And of the 60 s…
Junkster,
M* indicates the duration on NHMRX is a bit over 12 years. If the 10 year Treasury continues to climb as expected, how do you see it affecting the NAV?
Thanks,
Mona
Reply to @bee:
PRWCX fits the bill for a 70/30 mutual fund referenced in the article
bee,
Why is M* indicating PRWCX has an allocation of 56.20% US Stock, 4.60% Non US Stock, and 24.41% Bond?
Mona
What bothers me is to sign in and look at all the unread posts (and I sign if fairly often) and then spend my precious time looking for the posts that interest me, which happen to be mutual fund specific. Hitting the "delete button" distracts from m…
Reply to @MikeM:
It's like betting on my Buffalo Bills. Some day they are going to win one but in the mean time just disappointment.
MikeM,
Today was your day.
Mona
Reply to @Charles:
Hi Charles,
Thanks for the Artisan numbers. It appears that ARTQX compares favorably with NSEIX in the Mid-Cap Value space. Do you agree?
I really need to refresh myself on your Rating System Definitions.
Mona
Reply to @Ted:
Thanks Ted.
Some years back, a friend who seemed like a knowledgeable mutual fund investor, never bought small-cap funds but mid-cap funds such as ARTMX, POAGX, ARTQX and VASVX.
He understood he would not get the potentially high…
Reply to @msf:
Longer answer - if you're using actual cost (vs. average cost), then you can pick and choose the shares you sell
msf,
is "actual cost" and specific identification, the same? I am assuming it is as to "pick and choose the shares" I t…
Reply to @AndyJ:
Hi AndyJ,
OSTIX was down 0.25% which seems like a bit of a hit as relates to PIMIX which was down 0.32% and VWEAX which was down 0.17%.
Mona
Reply to @scott:
Costco is kinda interesting to me, but not as much at this level.
Hi Scott,
Costco is interesting to me as well, because Obama said "Shop around get a better deal".
Since I have already been to Blue Cross and Aetna, the only two…
