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.
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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
An entire article, based on he said, he said...
Mr. Ellis sounds a lot like our MJG.
It would help for active managers to lower their fees.
Suspect there will be more all asset, all authority fund managers in years ahead.
Good stuff MJG.
Why is it that I've never liked meeting an author I like? (Maybe I should cancel my trip to Chicago? Ha!)
“The chance of gain is by every man more or less overvalued, and the chance of loss is by most men undervalued”.
Love it.
To give a fund the looooong chance...
You need to...
1) be comfortable with its allocation in your portfolio, and
2) believe in the fund manager (and the fund house).
It happens.
And, when it does...
it feels pretty goooood.
I think Junkster has shared that he will put his entire portfolio in a single bond fund. Or, whatever he thinks is trading in a tight channel. But he will have his finger on the sell button if things head south...short leash. Not sure if he does tha…
Suspect that the only places one can get history of AUM is paying for a database, like Center for Securities Research (CRSP) Survivor-Bias-Free US Mutual Fund Database, contacting fund house directly, or crawling through SEC's EDGAR mutual fund, lik…
Just say no to loaded funds.
Unfortunately, it remains an indefensible practice of the mutual fund industry.
Regrettably, even supported by M*.
Let's work to eliminate it.
Your post made me notice that the reference funds on the Risk Profile, which I find helpful, were not displaying.
Fortunately, Chip ran down the issue...it was me. The 20 year reference funds had been passed in the 2Q update recently. Fixed now.
T…
Hi ron.
So, dashboard only includes funds that David has profiled.
To review risk and return metrics on any fund, use Risk Profiles or Multi-Search found under Search Tools, like this...type in Berwyn:
http://www.mutualfundobserver.com/search-too…
Thanks Scott.
Honestly, I have same feeling about Edward Jones. My stomach turns every time I see their new commercials.
Kind of prey on people's desire to do the right thing.
CIPSX and CIPMX have average absolute performance, as noted above, but great Martins...making them both Great Owls...
Unfortunately, they charge too much given their AUM.
@Ted.
Yes indeed. But because of one amazing moment, his fund beat SP500 25% per year over its 7.5 year lifetime.
Here's image of your M* performance plot...
I believe the 10 bagger was Avis, or Budget, or ...
