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.
Reply to @VintageFreak:
As of December 31, 2012, the dollar range of equity securities in the International Opportunities Fund beneficially owned by Mr. Scherschmidt was: $100,001-$500,000.
Reply to @Investor:
Funny thing is that I had made this confession back in March and there was no interest. I did reinvest in OBIOX a small amount mid May and added a bit more beginning July. I intend to accumulate a lot slower this time around.
Reply to @mrc70: Obviously I knew the fund was still relatively new but come 1Q 2009 I looked at my portfolio and made a decision. Please also note that I also had invested in UTGRX which turned to be a fiasco so my confidence at such trying times w…
Reply to @Maurice: Hi Mo. I liked the fund when I first invested as well. However, in the depth of financial crisis the fund not having long enough history and a large loss caused me concern.
At the time I also had, OAKEX as another small cap with …
Reply to @VintageFreak: Maybe that was not a 20% drop from Feb 08 to Feb 10... They highlighted the current drop but it does not get qualify for bear. They are talking about the current one as getting close to bear territory.
For their premium cust…
Reply to @David_Snowball: I believe it is 29.72% of NAV. If really depends on what they sell. If I were them I would sell those shares with highest cost first and then try to balance out with the embedded losses if any.
I don't know how long the videos will be available but at least during the course runs and probably some time after. You might be able to download videos in some courses.
The programming for this course will be in Python programming language. I am …
Reply to @VintageFreak: Based on available history WBALX has performed OK. Looking at its bond portfolio orientation and heavy cash allocation it can hold better in increasing rate environment. Another fund that has positioned itself a bit for that …
Hmm, perhaps taking the advice I should delete MoneyLife Podcast from my iPhone.
On the other hand, I understand what he is trying to say. He is mostly referring to apps with transactional capabilities but if you are not disciplined your monitorin…
First lets get the name right: it is Bogle. I've given you some links in the Wellington thread regarding John (jack) Bogle. He himself was never a fund manager. But he is the reason why fees overall fund industry is lowest in US vs international cou…
Reply to @Daves:
Are you talking about John Bogle?
He is the founder and former chairman of Vanguard. He championed low fees for investors and in general favors index funds to achieve that but the culture he set at Vanguard has resulted in low fe…
Reply to @VintageFreak: it was not it was not discovered already. This fund has one of the highest risk adjusted returns in its category. I would hang onto it over many of the funds mentioned recently. Get rid of your AQR fund and keep this one.
I have no idea how high the long term interest rates will go up. Still I am thinking right now around 3-4% is likely and how fast we will get there is another thing. If it is slow enough rise over time, your dividend payments might cover the princip…
Reply to @Ted: we do have off topic area for occasional stuff like this. You don't have read these if you want. Just look at the topics posted at Fund Discussions category if this is not of interest to you.
Hi Catch. Learn about Facebook privacy controls and use them. Perodically do review them as Facebook have frequent changes in the area.
Do not provide more than required level of personal information. Address and phone info should be private. If y…
Reply to @Ted: Ted, that was not nice!
I am with @Catch22 that a lot of businesses are making some of their business over Facebook now. As you indicated, school districts have started communicating over their Facebook more often. It is also making…
Reply to @Maurice:
The investing landscape is always changing. I never thought that our government would conspire to keep interest rates artificially so low and for so long. So I have failed in some ways, because I failed to fully adapt to this mac…
Reply to @VintageFreak: The fund is named "Manning & Napier Emerging Opportunities". Yes, it can be confusing... But I think they did not want to name the fund mid-cap as they expect the fund to drift around and don't want to create a mandate of…
Me thinks:
1) Bruce probably has a target in mind to purchase shares of and he does not want to sell stock in other companies to fund it.
2) Or, he thinks today's rout might continue and do not want to sell shares on stock for paying redeemed shar…
I believe active share measure is that useful for fund selection. Being different is not automatic to mean being successful. I want the manager to make good picks and good picks could be in the index as well.
Of the 20 highest active share large c…
Reply to @Charles: Here is M* methodology:
http://corporate.morningstar.com/bl/documents/MethodologyDocuments/MethodologyPapers/MorningstarFundRating_Methodology.pdf
It even gives formulations...
Reply to @Old_Joe: Be careful with Hedge Fund indices. The losing hedge funds stop reporting their own and there is a huge survivalship bias. So, the index looks better than the state of actual industry.
Reply to @hank:
It is also on regular CNBC, not just CNBC-W. It is outside of their regular programming hours; at night and weekends. It is a program completely different regular feel of CNBC. They need to fill the idle time with something so this…
Reply to @Hrux: Jason Subotky is officially co-manager as of 12/31/2009. The one day hardly qualifies as manager in 2009 but he has been there more than 3 years which is long enough as a co-manager.
Reply to @ducrow: If you capitalize your mutual fund tickers they can become a clickable link and we can also hover on the link to get the name of the fund. I am posting them capitalized here: FPACX, GRSPX, OSTVX
Reply to @bee:
As far as YACKX is conserned, Don Yatchman is less involved in this fund now that he has retired and the fund has been bought by a bigger fish. His son is supposedly still closely involved, but I would watch this fund closely in ligh…
Reply to @Bitzer: If you use the "Reply" in individual posts (all except the opening post of the thread has this), your reply will be posted under that post. It is in a tree structure in a way.
Look for in the thread for unread posts. Notice that …
