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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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Bitzer

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Bitzer
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  • @mrc70 Thanks! @VintageFreak Is there a policy on this board as to which share class of mutual funds should be referenced in postings? If so, kindly advise and accept my apologies.
  • @Investor and bee Thanks. I usually don't login to read posts here, but it looks like I should, to keep track of which threads and posts that I haven't read yet. @Tony Thanks for the compliment! For commodities I use PCLDX (just a hunch as to …
  • After reading about PAUIX in this forum, I purchased some this past December. At one point, I was hoping that PIMCO could become a "one stop shopping" fund source for me, as much as any one fund family could be. Over the past eight months or so…
  • Thanks to all for all of the great information posted so far. I have one question and one comment which, I suppose, are primarily directed at DlphcOracl and Investor: I noticed that comments made by DlphcOracl and Investor earlier today we…
  • Mark and Dlphic, I think you're both correct. I use a mix of index ETFs and actively managed funds. The question, for me is where to use index funds (e.g. US large cap?) and where to use actively managed funds (e.g. emerging markets?)
  • I find the MFO Fund Ratings charts (such as the one presented by Charles in the second posting in this thread) to be very educational. Is there a "library" of similar charts for different categories of mutual funds available on this site? Thanks!
  • It sounds to me like AQRIX is somewhat similar to PAUIX, another leveraged bond fun which has done poorly YTD.
  • Hmm, I thought I was the only one who noticed. :) You can find some insightful commentary by Mr. Arnott here: http://investments.pimco.com/Pages/Default.aspx Bottom line, PAUIX is a "go anywhere" fund and he does just that. I think this f…
  • This is my favorite investing blog and I act upon many of the opinions offered here. However, I sometimes wonder if the majority of my investments should be in managed etf portfolios with a smaller percentage in actively managed mutual funds.
  • I'm a long time owner of PONDX and hoping that it doesn't become another one of those "good until it isn't" funds (remember Magellan, Bill Miller, etc.?)
  • I'm a Fidelity customer and most of the minimums for AQR funds (including AQR Risk Parity) are at least $1,000,000. I did a quick look at Vanguard and the same appears to be true there. Is there anyplace to purchase (non-IRA) AQR funds with a l…
  • Thanks all!
  • Loomis Sayles bond funds tend to be volatile. I like PONDX
  • Morningstar services (Portfolio X-ray and the like) are available free of charge at troweprice.com, even to non-customers. All you have to do is set up an account (meaning a login name and password). There is no requirement to hold or transfer…
  • I'm a fan of Westport WPFRX. It's a multi-cap core fund that has been a consistently good performer over the years.
  • I'm have some shares of Templeton Global Total Return. It's done very well over the past several years (as did its cousin, Templeton Global), but hit a very rough patch in the last half of 2011.