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 have both of them. I sold a portion of my MAPIX and directed the proceeds to buy SFGIX.
Much earlier, I sold MACSX to buy MAINX and proprotionately increase my allocation to MAIPX to keep the stock/bond ratio as it is.
By the way, MAPIX is not t…
As far as I know, the fund is closed from Brokers but is open if you directly buy from them. Many fund companies do this time to time to reduce the inflows into the fund. For example, OAKBX did in the past.
Either buy an alternative fund until PRH…
Hi David,
FPACX is FPA Crescent fund. Do you have it or you have FPA Capital fund ?
Also, Trow price strategic income fund ticker is PRSNX, not RPSIX, which is Spectrum Income fund. You have an interesting asset allocation.
Thanks,
Mrc
Yes, it was.
There was a period ( 2004-05), I used read M* fund analyst columns eagerly, waiting for Mondays, Tuesdays and Thursdays to read Fund Spy columns, and I still read but with not much eagerness and not even on the same day they are publ…
Hi Bob,
I called the 401k administrator folks to expresess my displeasure but I know nothing would happen. Imagine 150k employee company having such a mediacre set of options. Nobody cares about it and none of them have the knowledge of investment …
Thanks Bob and everyone.
Invested in the following funds for now, taking into consideration my other accounts.
Select PIMCO Total Return MSPHX - 50%
Select Wellington Fundamental Value Fund MVUSX - 10%
Fidelity Contrafund FCNTX - 10%
Invesco Small…
Max,
PRSNX is not a fund of funds, that is RPSIX, the spectrum income fund.
Coming back to the intent of my original post, I have seen some posts in the past, both here as well as at M*.com, that denigrate this fund in comparison with other Multi-…
In fact, the default investment choice was EXDAX until employee changes his/her options.
I am in my early 40s and want have a moderately agressive portfolio. This account/amt is much smaller in comparison to my entire portfolio (Rollover IRA, Roth I…
I think the fund assets did not increase much even under Doug Rao as investors lost trust in Marsico, the firm. I did not leave the fund after he left, as I wanted to see how it would perform under the new mgrs before looking elsewhere . I think it …
I am also looking for it at TDA, though I have not yet decided whether to buy it or not.
In addition, Vanguard, where I started, I have assets only at TDA after I moved my Trow funds there recently after they have become NTF funds there.
I heard all of your views on PQIDX and also read the comments of Kevin on PQIDX vs PTHDX. I understand that these two have different mandates/goals but ultimately total return counts for me, who is relatively young investor. Keeping the track recor…
How do you guys view it in comparison to PTHDX, the equity pathfinder fund ?
I own the latter and trying to understand which managers are better for long term. :-)
Appreciate your inputs.
Mrc
Thanks Kevin and everyone else.
I will sell it in a day or two.
Any replacement fund that you would suggest.
A go-anywhere fund with growth orienation ?
Thanks for the replies.
I am aware of the analysts too and pretty much the whole situation at Marsico.
I felt that Tom might have problems in accepting the credit and popularity other mgrs are getting, when MXXIX left (though his fund started its un…
Thanks Andrei!
Looks like I did not explain it clearly.
I am not asking about fund managers of Healthcare funds but similar fund manager(r) in Technology Sector. A mgr, who has the background of Technology and also skillful investor.
