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https://www.morningstar.com/articles/993687/the-best-foreign-stock-funds
https://www.morningstar.com/articles/962395/best-of-breed-international-equity-funds
Both articles consider active and passive funds.
Hard to argue with VWIGX, but check out VIHAX. You can expect a bumpy ride, but OAKIX charges more for the same excitement.
Like others here, I’m in FMIJX and riding it out... but not necessarily recommending it. Their market commentary is good bu…
“The Yahoo News survey was conducted by YouGov using a nationally representative sample of 1,506 U.S. adult residents interviewed online between July 28-30, 2020. This sample was weighted according to gender, age, race, and education, as well as 201…
Just went through this same drill. Would have preferred Vanguard, but they aren’t worried about young investors trying to get started with less than $3k. Went with TRMCX (Recently reopened) with minimum investment of $1k. At 21, and in a Roth, he ca…
“ Their system starts by identifying companies with the characteristics that exemplify long-term outperformance. Then they fish in this pond, since these businesses are likely to continue doing well. ”
“secrets” include:
Buy cheap stocks, look glob…
Appears to be primarily government debt. Higher on quality scale. Exposure in Central and South America, some Middle East and Africa. Little Asia. Not sure about duration but yields around 5%. High turnover. Also about 5x the size of MAINX though ha…
I don’t know if 60/40 is stupid, but this “article” might be.
“For decades, the “go to” asset allocation used by most investment advisors is 60% in equities and 40% in bonds”... There have been studies observing that certain allocations outperform…
For a taxable account, I continue to recommend VTMFX.
From Morningstar: “A balanced fund that seeks to distribute primarily tax-exempt income... essentially a combination of Vanguard Intermediate Tax-Exempt and Vanguard Tax-Managed Capital Apprecia…
Another example of a name change with no objective change. “Better reflects” = “we got the name wrong on our first try” or “we’re not achieving what our fund name suggests”?
BlackRock portfolio manager: China.
Causeway CEO: European industrial automation companies.
Sierra CIO: high yield corporate bonds.
Absolute Strategy chief strategist: short term bonds (or US stocks if you must- but no international).
William Bl…
The 13 Aug post went into the bullpen with 0 comments and has 49 views (one of which came from me looking at it just now). Perhaps the additional post will not have been a waste of time or electrons.
The link: https://www.wsj.com/articles/what-weve-learned-about-target-date-funds-10-years-later-11557108540
But it requires subscription, so all I learned is target date funds have vulnerabilities.
A really strange development. The Madison fund has $29M under management (BVAOX has $290M), it’s a load fund and is sub-advised by Wellington. It appears the Broadview team just doesn’t want to run a company. They’re only 6 years removed from bein…
Not much out there to read on it.
https://investor.vanguard.com/mutual-funds/profile/overview/VGCIX
https://money.usnews.com/funds/mutual-funds/world-bond/vanguard-global-credit-bond-fund/vgcix
I agree with the recommendation of POGRX, which is 30% to Tech, but is also 30% to healthcare. Not sure if that’s a concern for you. All the PRIMECAP funds skew that way. POSKX may be more to your liking- trims tech and HC for financials.
You are right about many good ones being closed. I like some mentioned above, but I have been forced to become more tax-efficient with my portfolio, so I went with VTMSX.
Can’t argue with VWIGX, but I also like FMIJX. plot it against OAKIX on Morningstar and you’ll see it’s a fairly smooth ride (so far). it’s currency hedged if that’s a factor for you.
Was happy to own BERIX for about a decade, but bailed shortly after the sale to Chartwell. All the literature at the time gave no confidence that they were committed to the management team or expense waivers. I think the Morningstar Analyst Rating …
Are you buying through a brokerage or direct? Their website is underwhelming and they have no online account access. Everything is done by phone or mail - no electronic statements or documents. If you prefer to do everything online, stay away, or …
Not invested in any of their funds but bought APAM when they went public. Should have sold when they shot up to $70, but rode it down. Doubled down around $27 and living with ~8% dividend.
So what you're saying is it's mathematically possible. Thanks for the information...
This reminds me of a Suze Orman segment about life insurance. She told a person who called in (who she presumably knew nothing about) not to buy whole life. Ins…
