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.
I Was Thinking About Buying It Last Year Because Of All The Interest About It, Im Glad Now That I Did Not Buy It. I Do Own One Long Short Fund, WBMIX Which I Bought a Few Years Ago After Scott Mentioned It. I Am Satisfied With Its Performance. Its U…
Reply To Vintage Freak - I Purchased AZDDX Because Of The Diversity Of Its Holdings. It Buys Stocks & Bonds In America, Europe, The Pacific Region, And Also Some Emerging Markets.
I Also Own MFLDX And I Am Very Concerned About The 21 Billion It Now Manages, It Is On My Sell List!!!!! David Predicted The Asset Bloat That Would Happen After Main Stay Bought The Fund.
Hotchkis & Wiley was founded in 1980 in Los Angeles. They Take An Active Team Based Approuch To Long Only Value Investing. They Have $26 Billion In Assets Under Managment. They Have 60 Employees, Which Include a 21 Person Research Team.
Reply to @mcmarasco: I Just Bought Shares Of HBLIX About a Month Ago - High Yield Is Only 12.9% Of The Fixed Income Holdings - 12.2% Is In Emerging Markets And The Biggest Chunk Is In Corporate Debt At 72.6%. I Also Own Two Other Conservative Alloc…
I Sold BBALX And Purchased Shares In PMARX - Pioneer Multi Asset Real Return Fund - Please Go To Pioneers Web Site And Learn About It - It Might Just Be What You Are Looking For!!!
you should set up a brokerage account at fidelity, then you can buy almost any fund available and only have one fund company to deal with. when you reach 70 1/2 they will tell you how much you must take out every year to keep the govt. happy!!! i ha…
FOOL ME ONCE - SHAME ON YOU - FOOL ME TWICE - SHAME ON ME - I WILL TAKE A PASS ON THIS FUND EVEN IF THEY SAY EL-ERIAN IS MORE INVOLVED IN THE FUND - I THOUGHT HE WAS INVOLVED IN THE FUND WHEN I BOUGHT IT IN 2008!!!!!
Reply to @Ted: AQR IS GREAT AT INTRODUCING NEW & IMPROVED MUTUAL FUNDS - THE ONLY PROBLEM IS THAT THEIR FUNDS DONT LIVE UP TO THE HYPE - VINTAGE FREAK IS SPOT ON!!!!
Reply to @VintageFreak: Please Post And Let Me Know What You Find Out, I Will Admit I Feel Better About Funds Where The Managers Invest Their Own Money, Buts Its Not a Deal Breaker.
I Am Happy Owning WBMIX Regardless Of Managment Ownership - Last Year WBMIX Beat Its Category Average By 8.99% - And So Far In 2013 It Is Beating The Category Average By 3.99%
I Purchased The Institutional Shares In August Of 2012 After Learning About The Fund On This Web Site, I Believe It Was Scott Who First Mentioned This Fund, I Researched And Liked What I Learned And I Simply Placed My Order, When I Buy Funds Thru Fi…