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‘After 23 years at Artisan and greater than three a long time within the funding enterprise, Jim Kieffer is stepping again from day-to-day portfolio administration,’ stated a spokeswoman for Artisan. ‘Jim will stay a managing director and an energetic member of the crew.’
I hope I'm posting this question in the right discussion. Here goes...
Using Quick Search criteria:
Category – Large-Cap Growth
MFO Rating – 4-5 Above Average
Display Period – 10 years
I picked 3 random funds in the top APR
FBGRX = 4 MFO Risk, 4 MFO Rating, 4.8 Ulcer, 3.91 Martin, -17.2 MAXDD, ER .79
RYOCX = 4 MFO Risk, 5 MFO Rating, 4.1 Ulcer, 4.54 Martin, -17.4 MAXDD, ER 1.38
LCGFX = 4 MFO Risk, 5 MFOR Rating, 4.0 Ulcer, 4.24 Martin, -17.6 MAXDD, ER .65
All 3 of these funds apr is between 17.9 and 19.4. The criteria I listed above is very close to one another except perhaps for the ER in RYOCX. So, how would you go about using MFO to pick the best 1 of the 3. What other criteria is absolutely critical to you within MFO Premium to select the best fund in the category?
Notice that I chose Large Cap Growth on purpose. I’m just trying to understand how I will use MFO premium and what criteria you all use from it. @Sven just pointed out that the Asset Correlation is important as I'm trying to refine my portfolio to be balanced and diversified. Asset correlation is contained in premium per sven.
John, an argument can be made for either and it would be a very close debate (as your linked article shows), ultimately decided by simple personal preference.@Stillers ... I've done a lot of reading on FPURX vs FBALX. They are so closely correlated. Good suggestions everyone. Thank you! This is a good primer but would like your opinion. https://finance.yahoo.com/news/balanced-vs-puritan-fidelity-fund-100000950.html
Agreed, VGSTX is an excellent 50%-70% AA fund that is the rough, TR equivalent of VBIAX. It being my "short list" though I decided to only include VBIAX, but VGSTX could easily replace VBIAX or be added.I would add VGSTX to the above list. Very diversified and had a stellar 2020. It is a fund of funds that I have had for 25 years and has never disappointed.
No Mark. You are correct. I don't own but I believe it was available recently. It no longer is. So I guess I missed it. Too bad because it looks like a great fund.
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