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Boston Trust Walden has announced distributions at https://www.bostontrustwalden.com/wp-content/uploads/2022/11/Boston-Trust-Walden-Funds_10.31.22-Estimated-Cap-Gains_Website.pdf
Columbia funds cap. gains at https://www.columbiathreadneedleus.com/binaries/content/assets/cti/public/2022_cap_gains_year_end.pdf but no word of income.
Another possibility is BRUFX (Bruce fund). Like DODBX its stock holdings are large value, while PRWCX/TRAIX is large growth. But while DODBX has a 49% turnover, Bruce is only 4%. So in a non-tax-deferred account your after tax return is higher w…
SFHYX looks interesting - but expenses are a whopping 2.9%
The cheaper share class (1.75% expenses) is HFSYX but (at least at Schwab, Fidelity and TDAmeritrade) the minimum investment is $1m., even in an IRA.
I really like the Matthews funds - esp. MAPIX and MACSX - but they can really slam you with distributions. Of course, not an issue in an IRA.
Also really like AKREX - and interestingly, although it looks like it tracks VGT (Vanguard Technology) the…
I'm old enough to remember when NYC didn't pay the coupons on its bonds. (Of course, all the bond houses were sending out messages that NYC had to pay the bond holders before it paid the cops, fire fighters and garbage collectors. That may have be…
Mark - This article https://www.nytimes.com/2020/03/20/us/politics/kelly-loeffler-richard-burr-insider-trading.html?searchResultPosition=1 refers to Sen. Feinstein's office stating that her investments are in a blind trust. (There's a link.) Not s…
Both Senators Loeffler and Feinstein have their investments in blind trusts. (See NY Times.)
The same can not to my knowledge be said for Sen. Burr - who also stated publicly that there was no need to worry (while he was busy selling.)
Catch - my question was not clearly formulated. I know what the terms mean. My question, to rephrase it, is: Has anyone seen articles which predict the consequences of negative real interest rates set by the central banks.
I have seen a number o…
Why would Mr. Snowball consider ICMAX instead of ARIVX (as a replacemnt for ARTVX)? Eric Cinnamond built ICMAX until he left in 2010 and started ARIVX. Yes, the team he has left behind has followed his approach, but in the last 5 years and last ye…
There was a recently article in either Science magazine (from the AAAS) or the NYTimes Science section detailing that when you are cold your body becomes thriftier about burning calories, and so it is actually harder to lose weight when you are cold…
I am particularly fond of BRUFX, the Bruce Fund. It's not available thru the big brokerage houses (Schwab, et al.), but it has a 15 year annual return of 15.46% compared to 10.11% and 10.08% for FPACX and PRWCX. and Bruce shines in shorter time per…
a. You should be aware of the tax treatment of TIPS - which makes them better in an IRA or 401k. Suppose a TIPS is bought when it is issued (say, at 100) and it has a 1% coupon. In the first year suppose that there is 2% inflation. You will receiv…
Yes, but not as a core holding. For large positions I am more comfortable with Sequoia SEQUX or Yachtman YAFFX/YACKX. Am viewing MXXVX more as salt than as beef.
Am also trying to add to my small and micro-cap. Am particularly fond of WEMMX and …
I'm still hanging on to ARIVX --- who am I to second guess Cinnamond (or his proteges at ICMAX - both about 75% cash)? At least not yet.
Regarding PVFIX (Pinnacle Value) I think that part of its performance has been helped by being so micro-cap ori…
If you want to own gold (I don't) then GTU is more tax-wise than GLD b/c GTU is treated as a stock for capital gains purposes (or was the last time I looked), which is not true of GLD.
Once again, M* ignores Bruce BRUFX - they meet all M*'s criteria handily except having been rated by M*. Sounds like catch 22 to me. But then M* has never liked BRUFX- maybe b/c they don't pay to advertise M*'s ratings.
Barrons likes Matthews Asia Growth & Income MACSX, but I think Matthews Asia Dividend MAPIX is at least as good, but unfortunately closed. Both have had some manager additions of late.
Reply to @MJG: Thank you for all the suggestions. If I do the study I'll post the results. As far as the evidence goes, I agree with you that is clear that most managers can't do enough better than the indices to pay for their expenses and taxes (…
