I'd almost forgotten about Fremont funds - as Ted's link reminds us, Fremont Bond Fund (FBDFX) was one of the two cheaper ways to get access to Bill Gross (the other being Harbor Bond Fund HABDX).
What the links don't tell us is that Fremont Investment Advisors Inc. (formerly at 90 New Montgomery St, SF) was caught with its hand in the cookie jar, engaged in market timing and late trades, in 2004.
A class action suit was filed in March 2004, just months before Fremont sold its funds to Managers. Hmm.

Hi @Old_Skeet
What is the 1.25% decline you noted? How is this number derived?
Just curious.
Take care,
Catch

@Ted,
Not bad for an accredited investor such as yourself.
With those kind of losses, I pegged you to have about 5.5 million invested. That $70,000 paper loss sum would have resuled from a decline of about 1.25% on $5,500,000.00 invested.
Have a good day ... and, good luck to you. And, by the way, luck is defined, by me, as the result of good preparation finding opportunity.
Your bud,
Old_Skeet

FYI: Many market observers appear to believe that the stock market is overvalued. But is it really? Let’s consider this puzzle, taking into account three variables at once: the risk-free rate, the risk premium, and earnings growth.
Regards,
Ted
https://www.fidelity.com/viewpoints/market-and-economic-insights/market-outlook-Timmer-june-2015

@John Chisum: I own Apple through two funds, SPY 3.94% of fund, and QQQ 14.22 % of the Fund. As I stated in a previous message , don't get to excited by their watch, search engine 'Spotlight' or music app., APPL is still all about phones.
Regards,
Ted

Kaufman's only fund management experience from what I can find on M* has only been the Thornburg Developing World fund starting in December 2009, so to @VintageFreak 's point we don't know much about how he'll do in a "real" down market. The downside capture ratio for THDIX over the last 5 years is only 81%. so at least he did well when the market was down without having a bear market.

@VintageFreak: Managers acquired Fremont in 2005, and then AMG acquired Managers. PIMCO is located in Newport Beach CA
Regards,
Ted
http://www.thinkadvisor.com/2005/01/24/managers-acquires-fremont-funds
http://www.prnewswire.com/news-releases/amg-to-acquire-the-managers-funds-lp-73550467.html

Hi @Ted
Am I to believe that with your statement, "lost $70,000 yesterday !" ;indicates that you sold portions of your portfolio, for a loss? I will presume, that with your knowledge; your portfolio was down this amount; but not a loss.
Our portfolio was down, too; but July 1 indicates a replacement of much of this amount, if the markets don't "jerk" for some other reason(s). Our down was smoothed by investment grade bond holdings; but I don't expect, at this point, much more positive action from this group, as I scratch my head about this area.
Take care,
Catch

From SRI to ESG
5 Mutual Funds for Socially Responsible Investors
Bloomberg Screener
In this space, I would take a serious look at PARWX and VFTSX.
Kevin

related
http://www.wsj.com/articles/puerto-rico-worries-put-focus-on-municipal-bond-insurers-1435700816
https://www.google.com#q=Puerto+Rico+Worries+Put+Focus+On+Municipal+Bond+Insurers+

FYI: (The Linkster, who still has some skin in the game, lost $70,000 yesterday !
The world's 400 richest people lost a combined $70 billion on Monday as equity markets around the globe were hammered on fears about Greece and declines in China fueled by leveraged investors exiting the market.
Regards,
Ted
http://www.bloomberg.com/news/articles/2015-06-30/the-world-s-richest-people-lost-70-billion-yesterday

FYI: Some of the top-performing municipal bond funds over the past five years have held huge stakes in Puerto Rican debt. Now that Puerto Rico's governor has said the island's roughly $72 billion in debts are "not payable" and asked for U.S. bankruptcy protection for the commonwealth, investors in those funds may take a big hit.
Regards,
Ted
http://www.cnbc.com/id/102798839
Bloomberg Slant:
http://www.bloomberg.com/news/articles/2015-06-30/puerto-rico-bonds-fall-by-most-on-record-as-debt-crisis-worsens

Did anyone notice that the math doesn't work in the "Fees and Expenses" table for the International Stalwarts Fund?
For the Investor class, but it's the same for the Institutional shares:
Management Fee 0.80%
12-b1 fee 0.25%
Other Expenses 1.28%
Total Operating Expenses 1.53%
They left out the management fee when they added, which either means the fee waiver has to be a lot bigger to get to the bottom line of 1.35% or the actual expense ratio is going to be north of 2% even after the fee waiver. The latter seems more likely because the fee waivers of the various funds are all in the same general neighborhood and this International fund has much higher "Other Expenses" than the domestic Stalwarts fund, which I tend to assume their not going to refund.
Does anyone have any idea when these new funds are going to be launched? The updated registration suggests as soon as practicable, which could be today in theory. But when they initially filed the registration statements in April and we were debating the change in direction for GP with the Stalwarts funds, they told me they expected to answer everyone's questions in July before the funds actually launched. I hope that's still true.

Mr. Gross' ramblings aren't even numerically correct. I stopped reading after the first paragraph, so much was wrong with his hyperventilating prose.
Governor Brown's executive order does not say that "all of us simple folk should cut back water usage by a minimum of 25%". It says that restrictions shall be imposed "to achieve a statewide 25% reduction in potable urban water usage."
More importantly, it does not impose this requirement uniformly, as Mr. Gross states. Rather, if you've been good about limiting water usage, you don't have to cut as much. For example, San Diego residents have to cut usage by 16%.
Mr. Gross even gets basic dollars and cents figures wrong. He writes about water and rails, saying that the high speed rail project will cost at least $25B. Wrong. It's an overhaul of the state's water system that will cost $25B. The rail project will cost $68B. Even when it was originally on the ballot, the projected cost of $43B was above Mr. Gross' stated $25B.
I expect better accuracy from someone handling my money. With "research" like this, I sure don't want him buying any muni bonds or transportation bonds for me.

Why invest money with the 40th to 50th best manager that you have found when you could give more $ to #1,#2#3...just wondering...
"My Cash has to work because I don't"......copyright TB

He is the Justin Beiber of bonds, after all
http://www.forbes.com/sites/steveschaefer/2014/06/19/pimcos-bill-gross-in-his-own-words-im-a-70-year-old-justin-bieber/
Funny how he's rarely on CNBC after leaving Pimco.

FYI: At Pimco, Bill Gross built a reputation as the world’s best bond trader. Now, at Janus Capital, he’s managing a much smaller fund—all while being measured against his younger self.
Regards,
Ted
http://www.bloomberg.com/news/articles/2015-06-29/gross-gets-personal-i-just-wanted-to-run-money-and-be-famous-