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  • Lighten up a bit on stocks?
    Out of curiosity, just checked which OEF holdings contribute significantly to my bond allocation (other than RPHYX which I use as a cash substitute -- NTF at Fido so easy to sell and buy). FWIW, in high to low order:
    SVARX, RCTIX, CRAAX, PTIAX, PONAX, VWINX, BGHIX, FIRNX.
    SVARX was added to my portfolio about a year ago. It appears well suited to the current market environment and would probably be the bond fund I would be most interested in adding to at this point (but would need to consider it is TF at Fido).
  • Diamond Hill DHHIX
    interesting...noticed the ticker symbol for my prior link above didn't match up with BGHIX even though the name appeared on the surface to be correct.
    Then read this report that indicates managers and investment strategies will remain unchanged: Diamond Hill High Yield Fund
    And found this website that includes ticker symbol BGHIX for BrandywineGLOBAL - High Yield
    Fund
    . (There was a slightly different name with a second Global following the dash symbol that was included in the incorrect link previously posted.....)
  • Diamond Hill DHHIX
    Per FIDO: BGHIX BRANDYWINEGLOBAL HIGH YIELD I
    deleted link...see additional comment below...
    I considered selling before the second scheduled voting date on the takeover, but have hung on and will now take a look at the combined fund composition and management.....