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According to Scottrade's web page, Acorn Int'l Z is available NTF with a $2500 min, and $1K in an IRA account. I haven't verified this works.
http://research.scottrade.com/qnr/Public/MutualFunds/Summary?symbol=ACINX
Regarding comparison w/First Ea…
Hey OJ,
No offense taken. You and mcclaugh are absolutely right. Disclaimers are (or should be) more than boilerplate legalise to protect the poster. That's why I try to write something in plain English - that I don't know all the facts (some re…
Cathy, I think that the Nominee Registration term is just saying that the securities are registered in "street name". This is something that almost everyone does when they use a broker - the securities are retitled to be "owned" by the brokerage. …
Doesn't seem to have issued. Here's the last preliminary prospectus filed:
http://www.sec.gov/Archives/edgar/data/819118/000081911808000012/main.htm
It was supposed to track the Russell 2000, which I feel is just about the worst broad index to tra…
It sounds like this is a revocable (can be undone) inter vivos (living, i.e. not at death) trust, where UBS is the named trustee ("person" responsible for following the written directions of the trust), and you (given power of attorney) can "stand i…
Adding an emerging markets fund can arguably decrease diversification, at least if one starts with the premise that maximum diversification is the total market. Overweighting one portion of the market is thus decreasing diversification (taken to it…
Does America's Future Look Like Greece?
http://www.cavcap.com/News_article_2010-2Q-DoesAmericasFuture-Greece.html
"3. With respect to a possible default, the most significant difference between the US and Greece is that America has an independent …
Unless there is a long term shift in market conditions that the fund does not appear to be responding to (which will tend to show up in shorter period figures, and then I'll look more closely at the portfolio and changes, in the context of overall f…
Sigh. While I like Contra, there's hardly a line in this blog that's entirely accurate.
- Largest fund in the world? PTTRX has $136.837B (Lipper), while all shares combined of Pimco Total Return have $236.93B (Pimco), vs. $72B for Contra (Seeki…
