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.
@MFO Members: The facts are that facts !
“The large percentage of people who don’t owe federal income tax is a feature, not a bug, of the revenue code,” according to the Tax Policy Center. “By design, the federal income tax always has excluded a s…
@MFO Members: Question ? How does a straight forward question about 403B's and IRA's evolve into a discussion of the Mueller Report and the Pentagon Papers ?
Regards,
Ted
@MFO Members: Who would have thought that David Winters, who honed his skills under Max Heine and Michael Price at Mutual Series, and once considered a rising star in the fund world, would come to an end after fourteen years at the helm of Wintergre…
@MFO Members: I'm not sure what the poster's point is, but is he aware that more than 44% of Americans pay no federal income tax.
Regards,
Ted
https://www.marketwatch.com/story/81-million-americans-wont-pay-any-federal-income-taxes-this-year-heres-w…
@MFO Members: Thank goodness the problem has been solved. Now we can return MFO to discussing investing and funds.
Regards,
Ted :)
https://www.cnbc.com/2019/04/15/trump-tells-boeing-to-fix-and-rebrand-737-max-jet-after-fatal-crashes.html
@Lukemon: Thanks for bringing this fund to our attention. U.S. News is high on this fund. It's ranked #6 in the MCG Fund category.
Regards,
Ted
https://money.usnews.com/funds/mutual-funds/mid-cap-growth/df-dent-midcap-growth-fund/dfdmx/holdings
@Jim0445: For what it's worth, I've never been a fan of John Rogers and Ariel Funds. Like his latest stunt, putting Eric Holder on the Ariel Board.
Regards,
Ted
@MFO Members the initial link was for 3/21/19 data.
1st Link:
http://www.allaboutfunds.com/performance/iops.pdf
2nd LInk:
https://lipperalpha.refinitiv.com/wp-content/uploads/2019/04/Investment_Objective_Performance_Summary-1.pdf
Regards,
Ted
@MFO Members: Sallie Mae Bank is a financial institution affiliated with Sallie Mae, the company widely known for its student loan business. ... The bank offers three different types of savings products on its personal banking side, including Money…
@Derf: Not unless there was prior April 11th. I believe this is what you are referring too.
Regards,
Ted
3 Tax-Efficient Bucket Portfolios for Minimalist Retirees: 4/8/19
https://www.morningstar.com/articles/922631/3-taxefficient-bucket-portfolios…
@MFO Members: I wonder how many had the Red Raiders playing the Cavaliers in the championship game in their bracket ? I also heard that the folks at CBS Sports are in full cardiac arrest, they will be able count the viewers on one hand.
Regards,
T…
@MFO Members: Information on countries around the world, thanks to “Wild Bill” Donovan
Regards,
Ted
https://www.cia.gov/library/publications/resources/the-world-factbook/
@MFO Members: I respect those who feel that by circumventing a paywall one doesn't feel the need to pay for someone else's work. I don't feel that way and in no way is the tips I linked any violation of any copyright laws.
Regards,
Ted
@Tarwheel: As I have stated many times in the past, there are a number of ways to get around most sites that have a paywall. If you scroll and look at the number views ,over 100, of subscription links just this morning, many MFO Members are able …
@MFO Members: It's not ironic, Boeing has and will continue to be the world leader in commercial, defense, and areospace industry. BA is a blue chip stock that belongs in a long-term investors portfolio !
Regards,
Ted
Boeing Products:
https://www.…
@MFO Members: The fund began tradind on 2/22/19, here is a M* Snapshot.
Regards,
Ted
M* Snapshot:
https://www.morningstar.com/funds/XNAS/CANNX/quote.html
@MFO Members: Uncle Lou was an exception to the rule. You learn to become a successful investor by investing, learning from your mistakes, and reading everything you can. Turn off the tube !
Regards,
Ted
@MFO Members: From Mairs & Power Website:
Regards,
Ted
https://www.mairsandpower.com/news-and-updates/271-growth-fund-small-cap-fund-portfolio-manager-changes
@johnN: "I checked don't think article is posted" sorry but your wrong !
https://www.mutualfundobserver.com/discuss/discussion/48715/active-mutual-fund-outperformance-rarely-lasts-study-says#latest
@ MFO Members: Ben is correct, here is confirmation from Grandeur Park Website.
Regards,
Ted
https://www.grandeurpeakglobal.com/documents/grandeurpeakglobal-pr-20190114.pdf
