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.
Diversification of the overall portfolio is definitely a goal, but I have been moving away from diversified funds. My gut feeling is that emerging markets are very quirky and complex. I have been working and living in an "emerging market country" …
I looked at Pinnacle Value (PVFIX) several years back. I can't remember why, but I skipped it in favor of Perritt Emerging Opportunities (PREOX). PVFIX still looks like an interesting fund -- very few holdings, lots of cash, Royce pedigree. Has an…
Vanguard has a research report (from January 2011) explaining the rationale for international bonds and why they are currency hedged: http://www.vanguard.com/pdf/icrifi.pdf
This is a very useful thread with a lot of important points. I am only a casual investor, and people who are new to the mutual fund world need to know that it can be very rewarding but also have its pitfalls.
When I read these fund reviews, you ca…
Thanks for this suggestion. I decided that I'll use APPLX to eventually replace BRAIX. They seem similar in their multi-cap coverage and smaller asset base. APPLX is also "socially responsible" -- I don't have a personal view on that, just though…
