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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.

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Gross Now Short US Debt in TR Fund

Comments

  • AndyJ
    The fund stats for month end are T's -3, mortgage 28, inv. grade corporate 18, hi yld corporate 6, foreign 16, munis 4, cash 31.

    Makes me wonder why I still have some Unconstrained Haubx in the portfolio. Total Return in some ways seems less 'constrained' than Unconstrained.
  • scott
    I sold a lot (probably 60%?) of Pimco Unconstrained (PUBDX) and will likely sell the remainder soon.
  • AndyJ
    Another thing about Haubx (at least, not sure about Pubdx): less than 1% dividend yield. I may be right behind you at the exits.
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