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.
Thanks for the timely heads-up as I will also be adding to my position this week. Amazing the GP folks are actually doing what they said they would do, have to appreciate how they are sticking to their plan.
Also have skin in the fund from the outset. However, if I have reviewed the data correctly the stats show approx. 59% either low quality or not rated so should I read this as a tilt to high yield ? Ms.Kong indicated in her recent commentary "we are…
Thanks everyone for the input, initially I had discounted TOLLX because of the front end load however Vanguard brokerage indicates it is waived but not Scottrade. I have viewed BIP after previous posts by Scott though I am yet to get comfortable wit…
Reply to @bee: I didn't follow Weiner's advice before the Vanguard version closed but I invested when the Primecap Odyssey funds opened and have not been disappointed by their performance since. Have recently had some concerns with the death of one …
According to M* in 2012 it changed from a Moderate Allocation fund to a Multi-sector bond fund. It is also a fund of funds and therefore quite expensive as these fund costs are passed through, especially when compared to such multi-sector bond fund…
I was looking to add MAPIX to my portfolio so is it now too large to consider and rather look at a maybe more nimble Strategic Dividend (MADIX) ? I have been unable to find any information on the new fund can anyone guide me ? I get more new informa…
I have been hesitant to invest in MLP's because I am not sure I fully appreciate/understand the cost and tax implications associated with these investments. While I have no problem with K-1's I do have a problem filing returns in every state a pipe…
The essay "Using a Directional Long/Short Fund as a Core Holding" (2012) can be found under White Papers (Literature & Forms tab) on the Wasatch web site
Reply to @Investor: Not my area of expertise but I was able to access all other sites without a problem which would possibly isolate it to the ISP/MFO interchanges in error ?
David,
Thank you for a really great call and one that gave me a level of confidence in the fund that is difficult to obtain through standard/manufactured material. I don't know whether its just me but I believe the managers seem less guarded in th…
Reply to @scott: Appreciate your input and yes I already have PAUDX in my portfolio. It was more the combination of assets that attracted my attention but as you point out Arnott is covering most of these. Beyond this I will be looking at funds li…
One of the benefits of MFO for me has been the introduction to new funds or managers that I have either missed or totally passed me by. Certainly David's analysis of such funds has been extremely helpful and the current series of interviews have ad…
As a user of Vanguard Brokerage Service AQR Class N funds all carry a $1M minimum (though ARCNX is not currently offered). However PIMCO Institutional class funds carry a $25k minimum. As M* only show TDAmeritrade in their purchase page are there o…
Reply to @Kenster1_GlobalValue: From a M* headline - "Dividend Investing Abroad
As investors pile into U.S. dividend-oriented stock funds, it may be time to look farther afield." Obviously a common story theme emerging maybe to get investors to qui…
Reply to @Kenster1_GlobalValue: In M* their analysis highlighted how TIBIX was pushing the envelope for yield in nine different categories with an implied warning that there was certainly risk involved. Also some of the categories were being run by …
Reply to @MikeM: Thanks for the idea however my brokerage is through Vanguard which does not carry any Principal funds. My consideration therefore would be 1) use another brokerage, 2) buy the A shares direct @ 3.75% and a 1.16% ER and so immediate…
I am having difficulty reconciling the ER for MFLDX shown on M* as 1.56% and in the SAI as 2.47%. I would assume the fund documentation to be correct ?
