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Is that some drool I see on the lips of fund management country wide? (If you don't follow the TSP doings over time, you have missed the various political maneuvers used over the years in an attempt to move the TSP into the skim paradises (female owned small investment business promotion, letting more firms share the wealth and management, etc.) The flavor of the argument depends on who wants the expansion and what audience is being targeted. In the past, this has not been much of a threat.
That's precisely why SCHD is my largest ETF/OEF holding. I have other funds focused on those items, mostly CEFs but also some individual stocks.
One of the things I like about SCHD--for example--is that its top ten sectors do not show a reliance on consumer durables, utilities, infrastructure, or REITS for its payout. I like to buy those sectors separately.
That works. Excluding no load funds hasn't worked since they launched, how many years ago? Same for minimum investment. They still give you the Admiral funds even if you specify a lower limit. And then, some part of the beginning of every month they're not going to give you other fund families. I'm probably forgetting something.Fido Screener is quite good. It is the only screener I know that combines mutual funds and ETFs
Ironically enough, if one can find Vanguard's screener, the first criterion shown (as a radio button) is Product Type:But it's missing a lot of other criteria, like M* ratings.
- Mutual funds
- Exchange-traded funds (ETFs)
- Both
Thanks. I own both GQEIX and GQHIX and so the info you included is of interest to me. Under Parent tab, M* shows total net assets at $11B but it is possible M* did not include assets under separately managed accounts and other vehicles. It would be great if you are able to share a link or a source of the $91B you mentioned. Thanks.Rajiv Jain is a very experienced fund manager who has delivered excellent long-term performance using a "quality growth" approach. His departure from GQG Partners would be a huge setback for the firm and represents substantial key-man risk. Another potential concern is that GQG Partners amassed over $91B AUM (as of 12/31/2021) in less than 6 years.
Fidelity does not have a comprehensive too either. Perhaps you will have better luck with Schwab.
Yeah, there definitely is a herd mentality over there. I've complained loudly about their sensational breathless reporting of everything Saint Cathie of ARKK would do or say, and how their 'Why did ABC move up/down today?' headlines being nothing more than Motley-Fool clickbait-class nonsense, but who am I to be listened to.If I read another headline about the latest "undiscovered safe" stock or fund with a yield of 10% I will throw up.
All you have to do is look at ATT. What good was the 6% dividend when the stock is down 20 to 30% in the last 3 to 5 years?
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