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I helped the fund go up as well since I just unloaded it recently. I bought RSIVX in 2013 and never did break even. Really shameful performance for a bond fund.
Yep, you're exactly right about my handle, Hank. I grew up a Buckeye's and Woody Hayes fan. I have come to the same conclusion as you about RSIVX which is why I'm now seriously thinking about selling it and moving the money to PTIAX, like MikeM did.
Thanks so much David_Snowball for providing some valuable and interesting insights about RSIVX! Like MikeM, I would have loved to get into RPHYX, but since that wasn't an option, I decided to puchase RSIVX in order to get exposure to another David …
Thank you very much for bringing PTIAX to my attention, MikeM! I will definitely do more research on this fund. I also appreciate your explanation and your humor! You have a great outlook to investing!
RSIVX is currently my worst performing fund for 2016 (bond or stock fund). It went down .44% yesterday, none of my other funds came close. I've owned the fund since Dec. 2013 and I'm down 1.5%. I could do better in cash. At least I would break even.…
I will keep an eye on PTIAX and NEARX. I currently own OSTIX in my Roth IRA as well as RSIVX. I would love to buy RPHYX, but it looks like it will be closed for the next 100 years...
MikeM, Cinammond sure hasn't been doing a very good job of preserving capital, even with all that cash. I know it hasn't been a downturn, but his fund is still down 4.97% YTD.
Thanks for your reply mrdarcey. I was unable to find that info. that you provided on their website. According to Morningstar, each fund had a different top holding as of 1/31/14 and only 1 common stock among their top 5 holdings. WSCVX had 56.45% in…
It appears that everyone else is just as puzzled as I am since no one can answer my question. Maybe this would be a great question for Mr. Snowball to ask Mr. Walthausen.
Maybe Mr. Snowball or anyone else can answer a question that puzzles me. How does Mr. Walthausen decide which fund to buy what and where does he hold his best idea's. For example, let's say he comes across a small cap company that looks very compell…
BobC, it has not done at all what I thought it would. During the recent mini correction, AQRIX and ABRIX went down much more than the S&P 500. I thought they would offer some downside protection. Actually the exact opposite was true.
PTTDX went down .56% today, yet ABRIX went up .56% and AQRIX went up .36%. They don't appear to have any correlation with the bond market. I really don't understand risk parity funds and am hoping that ABRIX goes up an additional 2% so that I can b…
Thank you Art. You are correct. I just got a hold of someone at FPA funds and they said it will continue to be a TF fund at Fidelity. I am aware of the automatic investment option.
I'm still trying to find out if FPACX and FPNIX will be NTF at fund companies after they go no load. I left a message with FPA funds Friday and this morning and nobody has bothered to call me back. Also among the millions of people that follow MFO, …
I'll ask the same question for FPNIX. Will FPNIX still have a transaction fee at Fidelity and Schwab? Even if it's no load, I still wouldn't be willing to pay a $75 transaction fee.
YACKX looks very interesting. Actually YAFFX is similiar, but NTF at Fidelity and TDA. WGRNX is interesting, but has a very high expense ratio. I am also looking into Berwyn Income (BERIX), although it is different than NWGRX and is also a transacti…
