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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
Jing and SnagIt (via Screencast) recently changed the way they construct embedded links, which is incompatible with our board. I needed chip to help me find a workaround ... so, sorry for the delay in posting return and risk tables for AQR funds abo…
Latest MFO Fund Family Scorecard gives AQR a "Lower" grade. Of AQR's 39 funds, 26 trail their peers since launch through April 2019 based on absolute return.
Fortunately, most of AQR's AUM is in just five funds: Managed Futures Strategy (AQMIX), …
Ha! Cool. Yes, me too. "Miraculous MultiSearch" was our very first try. I actually like the larger, more simplified look of QuickSearch and plan to bring that to the main MultiSearch tool, which is where I live. The Navigation bar on top of the page…
Yes, I too have seen the recent flattening, but no big drops fortunately.
Like Junkster said, this past month it rebounded quite well:
Up 2.3% YTD. Hard to complain.
Still 5% div.
I don't see the move away from RMBS Crash mentions.
@ MikeM. …
OK, I revised the article to add the full-cycle comparisons requested by VintageFreak and to update the tables with month ending February performance ... so, the full 10 years.
The Ten-Year Bull
I made the full-cylce data for just the top bull mar…
Hi VintageFreak. I will post shortly ... been preoccupied releasing first "production" version of Premium site and the February data update, which just posted. c
We're about to go live with ratings for our rolling average metrics.
On MultiSearch screen, punching in top quintile 5-year rolling averages for vanilla (no leverage) mixed-asset mutual funds, etfs, and cefs since start of current cycle (November 2…
@MikeM. He certainly seems to have lost his touch, but I think he's enjoyed periods of great success not necessarily linked to BRK.
FAIRX got me through the 2000's. Invested heavy and fairly early with BAC on his strong recommendation. But I also i…
From a friend of the fund ...
Since 10/1, equities are off 8-14%, HY -3%, IG -1%, while IOFIX, even after yesterday’s move, is -1.0%. Hopefully [IOFIX] can get that back soon.
c
Is was just the data at the time David wrote the definition ... not even sure what period. Was meant to illustrate the amount of annual variability a fund could experience based on its STDEV value, for example. c
Hi openice.
All the definitions are here ...
http://www.mutualfundobserver.com/2013/06/ratings-system-definitions/
And basic equations here ...
https://www.mutualfundobserver.com/discuss/discussion/5125/a-look-at-risk-adjusted-returns
But if I'…
Chip recently posted the 3rd quarter MFO ratings update to the main site Search Tools. Please see Miraculous Multi-Search, Great Owl Funds, Three Alarm Funds, and Fund Dashboard of Profiled Funds. The main site offers a very basic set of search too…
Since inception Hussman funds have been one of great destroyers of capital in the mutual fund industry, except for the fees they generate, which are currently as high as 2% per year. And even still, they maintain an AUM of $600M. Can you believe tha…
O'Shaughnessy Funds rose to MFO's "Upper" Family Rating this past month, which is good to see. All its 5 funds have fared very well against their competition this past year.
"An important factor for me is reducing minimums to get into institutional funds. For example, you can get into PIMIX with $25K at Vanguard. At Schwab, you'll need $100K."
Thank you msf ... I did not realize that.
I suspect the trading fee remains…
Yep, I like Fidelity too and am currently with them because they won the benefits business for the company I retired from. But this article was between Schwab and Vanguard. After a couple years now, I think I found the Schwab platform easier to nego…
Hi Mark. Yes, I'd like to get Junkster's position here as well. In my case, I'd rather avoid dealing with spreads and limit trades, if possible. And, I take comfort in expecting that traditionally (I know there can be exceptions, but so far I consid…
Thank you Junkster.
I have considered DPFNX, but will look closer. I remember feeling a bit uncomfortable about the advisor in 2017, which was not helped when I saw this earlier this year ...
Deer Park SEC Probe
Here's side-by-side comparison of …
