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 want to have the WSJ to kick around; without them, how would I know who the enemy is? Maybe I'll dig around in the archives for some oldies-but-goodies such as, "Who Is Vince Foster?"
Never understood this yearly feature in Barron's. A fund family ranking has never influenced me nor, I dare say, has it had much effect on buys/sells of the active investors on MFO. I realize that people have accounts at Vanguard, Price, American Ce…
The NYTimes has made its paywall a success. Both it and the New Yorker allow reading ten free articles before charging to soften the pain. I dropped Barron's recently and I only maintain my WSJ subscription because it has become amazingly cheap, $49…
@openice: No lawyer could have written a non-compete clause in Zhang's separation agreement from BC that could have prevented her from using what she learned at her former employer's shop. The over-lap between the two funds could be seen as a win-wi…
To their credit, FMI managers actually analyse and provide excellent rationales for their portfolio decisions. Compared to the light-weight fluff some funds offer in the their reports, FMI is a model of probity. I do not hold funds that offer no mor…
I agree with @PRESSmUP. Have owned FMIJX long enough to have become weary of the gloomy tone of the mangers' reports. Still, I've added to my holdings with proceeds from another international fund. Maybe gloom sells…
Wow! If I picked a fund on the basis of ads bought by some companies in the fund, I'd take a pass because such companies probably don't know the value of a buck.
The three fund companies, located as they are in an area dominated by one culture, may appear to pass MF managers back and forth like (well..you get it).
Sold BUFTX and bought REGL. Only MF I have added to recently is DSENX. In the past 12 months have moved more $ into ETFs: XMLV, CAPE, MOAT and in most cases sold MFs. Looking at DEULX, however.
I thought CEM, a closed end fund, would provide capital appreciation for me without the headache of the K-1 tax form. I could not have gone into the MLP market at a worse time, so my tale is cautionary. I'm a lousy timer and CEFs can exacerbate erro…
I guess I'll wait for DLEUX. I do have an IRA at TDA, but the TF deters me. It would require a big position held for a long time to equal the .25% lower ER for DSEUX.
With Scott Pruitt at the helm of EPA, it's going to be hard to sell the idea that climate change is important and that we need to do something about it now.
DLEUX interests me as well. At present, TDA and Schwab are not carrying the fund. It started trading on December 23, so maybe patience is required. If my record of trying to make money in Europe is any indicator, I should flee this fund and put more…
J'accuse! @WhollyTerriers of writing a title to a post that none of us can pronounce. I know it was intentional and I think it's funny. I'm glad not to be one of their phone reps.
Agree with @kevindow. I made some dough when the MS fund open-ended in 2012 and for a while thereafter, but sold in 2013. I'm also aggressive, but I don't see frontier markets as a place that will improve my EM or international returns.
Closed out JOHAX after another disappointing year. Adding to FMIJX in foreign large cap allocation. BTW, M* still has OAKIX as gold, 5 star but FMIJX has truly clocked it for three years.
Good explanation, @Crash. I nominate "risible" for word of the year, but you should get the credit for using it. I doubt I have ever received more than the price of a bowl of soup out of the suits filed on my behalf.
On the face of it, QLEIX is a great fund. That minimum investment amount leaves me out in the cold, however. Come to think of it,all I have to do is step out the door today and I'm out in the cold. I suppose an "advisor" could get me into AQR funds…
Got to agree with @hank. Those of us in SFGIX (and GPEOX) are not getting paid much for the risk taken. We could do just as well with a bond fund. EMs had a bit of excitement last year, but how many times in the past were we told "this is the year f…
I can't get my brain 'round the name of the funds, nor can I pronounce it satisfactorily. "Rondeur" would have been in keeping with "Grandeur" and all Americans, save the French-speaking Mormons (like Mitt Romney) would mispronounce them both. Now w…
Now that the WSJ is two sections and because I did not renew Barron's, I have to scramble for paper to light my fireplace. BTW, the WSJ offered me a renewal at $49 for the year.
Quite a while back I had an inflated view of Bridgeway, owning 3 or 4 funds and two IRAs. The micro cap fund had to be absorbed into another, BRUSX really cratered, and BRAGX swooned. No longer own any of these, but have been happy with American Bea…
As kevindow said, there's no reason to sell XMLV. It has slightly underperformed the Russell mid-cap index since the election, but it's no cause for changing horses.
