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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.
  • Vanguard mutual fund screen?
    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:
    • Mutual funds
    • Exchange-traded funds (ETFs)
    • Both
    But it's missing a lot of other criteria, like M* ratings.
    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.
    They did send me a survey recently. And no. I wouldn't recommend Vanguard to anyone.
    WABAC WABAC in Fund Discussions
  • GQHPX
    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.
    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.
    BaluBalu in Fund Discussions
  • Vanguard mutual fund screen?
    Not sure what you are seeking. Vanguard has a very basic comparison tool for their funds and other families. It provides 1, 3, 5, and 10 years performance, top 10 holdings, sector invested, historical volatility, expense ratio and minimum $ required.
    Fidelity does not have a comprehensive too either. Perhaps you will have better luck with Schwab.
    For most of my research, I start with MFO Premium which requires work on the selection parameters. Once I narrow down the candidates, it provides a rich set of information that you can sort through patiently.
    Sven in Fund Discussions
  • Dividend Paying Funds
    OK - It has averaged nearly 14% a year for 3 years. I think you should buy it @larryB.
    hank in Fund Discussions
  • Dividend Paying Funds
    The oversea version of SCHD, which is SCHY, is only 2 years old. SCHD has a longer track record.
    @yogibb provided a good list. Also CDC and VG Dividend Growth, VGIDX. It is a good idea to review the sectors invested that may reveal how the funds hold up this year relative to their benchmarks.
    Sven in Fund Discussions
  • GQHPX
    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.
    Observant1 in Fund Discussions
  • Stagflation
    If you lived through it you know what it is. This is not it. The term was coined at the time to describe a uniquely troubled economic landscape.
    Not to beg the question @Sven asks, which is a good one. For what I suspect lies ahead …..
    Good companies reasonably priced is one thing I would want to own. I’d want some exposure to foreign currencies either through my fixed income or equity holdings in case the dollar turns south. I’d want a bit in precious metals (5-7%) as a hedge against the unexpected - but I wouldn’t overdo it because they’re very volatile. And of course, I’d want a cash cushion suitable to my risk appetite (or the equivalent in short to intermediate term high quality bonds).
    The above make sense to me in just about any period, but especially as we come off the huge bubble in many assets that has developed and perhaps enter into the end of years of easy money and stimulative monetary policy.
    hank in Other Investing
  • Wasatch changes open/closed status on some funds
    From what I can tell, those funds that are re-opening are now probably being available through third party intermediaries where previously those funds could be purchased only directly from Wasatch.
    I own WMICX, WAMVX and WAIOX. I used to have others, but I sold them off several years ago.
    TheShadow TheShadow in Fund Discussions
  • Vanguard mutual fund screen?
    I tranferred all accounts to Fidelity! I had TRP for 25 years and my Roth was at Vanguard for the past 20...TRP Fund Research is awful! As far as Vanguard goes...they moved my mutual fund only account to a Brokerage account. it should have been easy but no, it was multi-step process..needless to say, the fund search is not good!
    KHaw24 in Fund Discussions
  • A guaranteed 1.6% ?
    Speaking of guaranteed money, we are taking advantage of online checking account, SoFi Checking of 1.25% with a monthly direct deposit, .7% without a monthly direct deposit. Our local bank is .01%.
    No minimums, no fees, FDIC insured. We've used SoFi for approaching 3 years, before they became a bank. CEO is former COO of Twitter and managing director of Goldman Sachs.
    Roy in Other Investing
  • Stagflation
    I do believe it will take a Recession to kill the malaise. Yes, labor market is tight. But for many years, gov't stats. have meant less and less to me, because they are played with, manipulated, re-defined, twisted, mutilated and jerked around. There's not much that's reliable about gov't statistics today. Stagflation? The economy's going to have to be fed through a meat grinder before we get rid of it. In the current world-picture, I wish I had a ton of spare cash to go buying companies that make rockets, anti-tank weapons and logistical stuff which is sure to be sent to the Ukraine military. (Where are the JETS, uncle Joe?????) Maybe it's a matter of time before some marketing genius establishes a mutual fund concentrated in military hardware and weapons.....
    Crash Crash in Other Investing
  • Buy Sell Why: ad infinitum.
    Maybe good combine any dippers to these discussions
    Added tna lcid qqqm xlf fngu today at opening bell
    Cover all of them for one month prices ~ 15Delta
    Betting small caps and market has bottom formations, if not 3 5 years hold lol
    johnN johnN in Fund Discussions
  • Seeking Alpha Membership Value Opinions
    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?
    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.
    rforno in Other Investing
  • Seeking Alpha Membership Value Opinions
    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?
    sma3 in Other Investing
  • Cathie Wood’s Flagship Fund is Down … Money is Still Flowing. WSJ
    Sector and style focus explain the bulk of returns, generally speaking. The ARK complex were top performers in the past few years before the downturn, and they were on top of all the "greats," like the Baron funds. When the "growthier" sector/style cratered they all did, though to a lesser extent compared to the ARK funds. I hold MGGPX (10yr 5 star MS, now 4 star MS). It correlates pretty closely with ARKW at least on a daily basis. My conclusion is that Ms. Wood was a better stock picker, by far, and not her fault that some bid those pics to the moon when her sector and style focus was in favor. But that which goes up 157% in a year can also drop 55%, predictable actually. You can decide which is the better fund. https://www.portfoliovisualizer.com/fund-performance?s=y&symbol=MGGPX&benchmark=ARKW
    wxman123 in Fund Discussions
  • Any Dippers today
    @Old_Joe, These are long dated bonds and you are buying at a premium to par. I would make sure that you have call protection. Given these are issued in 1998, I am taking a wild guess that there might be a make whole provision; otherwise, the company would have called during pre-Max crash years when interest rates were low and the company's credit rating was much higher.
    BaluBalu in Other Investing
  • Seeking Alpha Membership Value Opinions
    SA is offering 1 yr Premium membership for $15 per month. I find myself shut out of articles on the site I might want to read, and one of my fund managers posts his updates there to my chagrin. I am thinking of cutting loose an aggressive growth stock letter I have read for several years. The only other service I pay for is M* Premium. If MFO people subscribe to SA I would appreciate their opinions.
    BenWP BenWP in Other Investing
  • Doom and gloom - when will it end
    Hopefully we aren't going full-on "Carter malaise" for the next few years. But can we expect an immediate rebound if only some sectors have taken a beating? The disparity is quite large.
    Value has been trumped by Growth for many years, and perhaps there is some payback here. High-dividend equity has been a good place to be so far YTD (as interest rates rise).
    I would like to see the pain extend across the spectrum a bit more before calling Uncle. Even defensive sectors should get their due in a Bear market.
    YEAR TO DATE RELATIVE PERFORMANCE
    +37.3% Energy
    -1.8 Basic Materials
    -2.8 Utilities
    -8.1 Consumer Defensive
    -12.0 Healthcare
    -12.2 Financial
    -16.1 Industrials
    -19.8 Real Estate
    -28.1 Communication Services
    -29.4 Tech
    -33.7 Consumer Cyclical
    JD_co in Other Investing
  • Cathie Wood’s Flagship Fund is Down … Money is Still Flowing. WSJ
    Aside from Cathie Wood in particular, you'll have to pardon my skepticism about AI potential in general. Not that work in the field doesn't lead to significant developments, but that it has a history of repeatedly overpromising and underdelivering. Perhaps she could learn from history, or is this time different?
    From the initial boom cycle ("good old fashioned artificial intelligence") to the second boom cycle (expert systems, specialized applications), to the current boom cycle, the field has left a trail of Broken Promises and Empty Threats
    https://www.technologystories.org/ai-evolution/
    image
    From a piece yesterday in MIT Technology Review:
    Earlier this month, DeepMind [s subsidiary of Alphabet (GOOGL)] presented a new “generalist” AI model called Gato. ...
    One of DeepMind’s top researchers and a coauthor of the Gato paper, Nando de Freitas, couldn’t contain his excitement. “The game is over!” he tweeted, suggesting that there is now a clear path from Gato to artificial general intelligence, or AGI, a vague concept of human- or superhuman-level AI. ...
    Unsurprisingly, de Freitas’s announcement triggered breathless press coverage that DeepMind is “on the verge” of human-level artificial intelligence. This is not the first time hype has outstripped reality. ...
    Some technologists, including some at DeepMind, think that one day humans will develop “broader” AI systems that will be able to function as well as or even better than humans. Though some call this artificial general intelligence, others say it is like "belief in magic.“ Many top researchers, such as Meta’s chief AI scientist Yann LeCun, question whether it is even possible at all.
    https://www.technologyreview.com/2022/05/23/1052627/deepmind-gato-ai-model-hype/
    A quote that helps put this hype in historical (and hysterical) perspective:
    In 1970 Marvin Minsky told Life Magazine, “from three to eight years we will have a machine with the general intelligence of an average human being.”
    https://sitn.hms.harvard.edu/flash/2017/history-artificial-intelligence/
    msf in Fund Discussions
  • Cathie Wood’s Flagship Fund is Down … Money is Still Flowing. WSJ
    Messianism at its worst:
    https://twitter.com/CathieDWood/status/1528179451070230530?ref_src=twsrc%5Etfw
    https://seekingalpha.com/article/4513814-one-tweet-ark-innovation-etf-has-become-uninvestable
    Cathie Wood
    @CathieDWood
    .@ARKInvest
    must share more of our research about #artificialgeneralintelligence (AGI) and how it is likely to transform the way the world works. Within 6-12 years, breakthroughs in AGI could a accelerate growth in GDP from 3-5% per year to 30-50% per year. New DNA will win!
    LewisBraham in Fund Discussions