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DLTNX achieved its returns with a lower Beta and has a higher 3yr Sharpe (though DLFNX's is none too shabby). Is DLFNX you sole core bond holding? If not, care to add a little spice? ADBLX YTD= 5.54%
DLTNX achieved its returns with a lower Beta and has a higher 3yr Sharpe (though DLFNX's is none too shabby). Is DLFNX you sole core bond holding? If not, care to add a little spice? ADBLX YTD= 5.54%
Actually, I don't want to add any more funds to the stable right now. DLFNX is my core domestic bond fund, yes. I also own MAINX. Not disappointing in terms of the raw numbers, but M* compares it unfavorably with its so-called peers. However, I think the portfolio there is difficult to match with much else. Yes?
Also own PREMX. Also, MAPOX and PRWCX both own bonds, too. PRWCX =18.8% of portfolio. MAPOX = 9.1% DLFNX = 2.47% MAINX = 3.55% PREMX = 4%
The all-bond funds are --- as shown --- is just 10.02% of portfolio these days. Thanks for the reply!
Comments
Is DLFNX you sole core bond holding? If not, care to add a little spice? ADBLX YTD= 5.54%
Also own PREMX. Also, MAPOX and PRWCX both own bonds, too.
PRWCX =18.8% of portfolio.
MAPOX = 9.1%
DLFNX = 2.47%
MAINX = 3.55%
PREMX = 4%
The all-bond funds are --- as shown --- is just 10.02% of portfolio these days. Thanks for the reply!