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LG: One of the PrimeCap funds LB: VDIGX (from the funds that are available to me) LV: VEIPX (ditto) Midcap: Never researched for exclusive midcap funds but hold AKREX and VASVX (a new addition) Smallcap: Never successfully found a good smallcap fund so far but hold ARIVX and Hennssey smallcap fund financial fund
International Lcap: ARTKX International M/S cap: Had some success with PRIDX but did not find a permanent solution so far; Not needed anymore with GPGOX in port but would like to have a good intl/glo small cap value. Any suggestions?
EM: Hold these AEMGX, SFGIX, MAPIX, WAFMX but none of them are favorite/high conviction funds
Glo Lcap: PQIDX, ARTGX Glo M/S cap: GPGOX
L/S: Never invested so far but hold PAUDX in alternatives section
Glo Allocation: No favorite but held GLBLX in the past as a poor man's substitute for much touted First Eagle, etc. US based balanced funds: FPACX, PRWCX, OAKBX, VWELX
How about what funds I have, I guess they are my favorites.
Art
LG LB LV-American Funds American Mutual (AMRMX) MG MB-Aston/Fairpointe Midcap (CHTTX) MV SG-Buffalo Emerging Opportunities (BUFOX) SB SV-Allianz NFJ Small Cap Value (PCVAX)
International-Oakmark Int (OARIX) Emerging Markets-Oppenheimer Dev Markets (ODMAX), Matthews Pacific Tiger(MAPTX) L/S-Marketfield (MFLDX)
FPA Crescent(FPACX) and IVA Worldwide (IVWIX) are keepers.
Pursuant to your request, here are my favorite funds by style classification. Some style classifications are left open as I have good style coverage with the ones I have listed as many of them offer multi style box coverage. An excerise I think beneficial if you would like to study these in more detail is to Xray them through Morningstar's Instant Xray analysis. And, fund fact sheets and other fund information is available through the fund companies. All of the below funds listed are A share funds, other share classes are available.
LG … SPECX LB … VADAX LV … FDSAX MG … open MB … open MV … HWMAX SG … ALFAX SB … KSDVX SV … PMDAX
INTL/GLOBAL … THOAX E/M … THDAX L/S … MFADX
In addition, one might reference the MFO Fund Ratings which is a list of funds that are rated based upon their performance and risk measure. I believe both David and Charles put a good deal of work into putting this reference information together. It is indeed worth a look and review. I tried to find a link to it but to no avail. Perhaps someone will be kind of enough to link it to this thread.
Found it, here is the link to David's thread that provides the MFO Fund Ratings information.
LG open LB MAPOX LV open MG open MB open MV open SG open SB MSCFX SV open Int'l SFGIX Specialty: TRAMX (Africa/Mideast) Asia: MACSX and MAPIX bonds: MWTRX and DODIX
Comments
LB: VDIGX (from the funds that are available to me)
LV: VEIPX (ditto)
Midcap: Never researched for exclusive midcap funds but hold AKREX and VASVX (a new addition)
Smallcap: Never successfully found a good smallcap fund so far but hold ARIVX and Hennssey smallcap fund financial fund
International Lcap: ARTKX
International M/S cap: Had some success with PRIDX but did not find a permanent solution so far; Not needed anymore with GPGOX in port but would like to have a good intl/glo small cap value. Any suggestions?
EM: Hold these AEMGX, SFGIX, MAPIX, WAFMX but none of them are favorite/high conviction funds
Glo Lcap: PQIDX, ARTGX
Glo M/S cap: GPGOX
L/S: Never invested so far but hold PAUDX in alternatives section
Glo Allocation: No favorite but held GLBLX in the past as a poor man's substitute for much touted First Eagle, etc.
US based balanced funds: FPACX, PRWCX, OAKBX, VWELX
Sector:
HLTH: PRHSX
Financial: HSFNX
Natural Resources: None
Bonds: Do not hold any of them but usual favorites of everyone; LSBRX, Doubleline, Metropoliton, TCW, etc.
Art
LG
LB
LV-American Funds American Mutual (AMRMX)
MG
MB-Aston/Fairpointe Midcap (CHTTX)
MV
SG-Buffalo Emerging Opportunities (BUFOX)
SB
SV-Allianz NFJ Small Cap Value (PCVAX)
International-Oakmark Int (OARIX)
Emerging Markets-Oppenheimer Dev Markets (ODMAX), Matthews Pacific Tiger(MAPTX)
L/S-Marketfield (MFLDX)
FPA Crescent(FPACX) and IVA Worldwide (IVWIX) are keepers.
Pursuant to your request, here are my favorite funds by style classification. Some style classifications are left open as I have good style coverage with the ones I have listed as many of them offer multi style box coverage. An excerise I think beneficial if you would like to study these in more detail is to Xray them through Morningstar's Instant Xray analysis. And, fund fact sheets and other fund information is available through the fund companies. All of the below funds listed are A share funds, other share classes are available.
LG … SPECX
LB … VADAX
LV … FDSAX
MG … open
MB … open
MV … HWMAX
SG … ALFAX
SB … KSDVX
SV … PMDAX
INTL/GLOBAL … THOAX
E/M … THDAX
L/S … MFADX
In addition, one might reference the MFO Fund Ratings which is a list of funds that are rated based upon their performance and risk measure. I believe both David and Charles put a good deal of work into putting this reference information together. It is indeed worth a look and review. I tried to find a link to it but to no avail. Perhaps someone will be kind of enough to link it to this thread.
Found it, here is the link to David's thread that provides the MFO Fund Ratings information.
http://www.mutualfundobserver.com/discussions-3/#/discussion/7253/the-great-owl-funds
Good Investing,
Skeeter
LB MAPOX
LV open
MG open
MB open
MV open
SG open
SB MSCFX
SV open
Int'l SFGIX
Specialty: TRAMX (Africa/Mideast)
Asia: MACSX and MAPIX
bonds: MWTRX and DODIX
LG: SEQUX, RWGFX
LB: YACKX, FMIHX
LV: GOODX, FAIRX
MG: POAGX, AKREX
MB: CHTTX, WEHIX
MV: ARTQX, FAAFX
SG: BCSIX, AUMIX
SB: FSCRX, HSCSX
SV: FCPVX, WSCVX
International: ARTKX, OAKIX
Emerging Markets: ODMAX, WAEMX
L/S: MFLDX, BPLEX
*Subject to Change Hourly