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Mutual funds. Buy,trade hold or sell?

Art
edited August 2013 in Fund Discussions
A few of the discussions of late have been about trading investment vehicles or buy and hold as strategies. I was curious about my habits so I did some research. I am always tweaking with my funds trying to add my own positive "Alpha".

Most of my 17 funds have been held for 3 years or less. I have managed to hold on to a few over the years. What about you?

OARIX-since 2001
PCVAX-since 2001
MAPTX-since 2006
FPACX-since 2008

Art

Comments

  • CharlesCharles
    Hi Art.

    Just one long term holding:

    DODBX - since 2003
  • hank
    edited August 2013
    Hi Art. Of 16 currently held, 8 have been held 10 years or more:

    - Growth: OPPAX
    - Balanced: DODBX
    - Moderate Allocation: PRWCX, OAKBX, TRRIX
    - Income: OIBAX, DODIX, CVSIX

  • Sven
    Core holdings for over 10-20 years.
    YACKX, HAINX, MDISX, FLPSX, LSBRX, VWELX, PRHSX, RNWGX, VINIX

    Others I hold for shorter period, while ETFs and several individual stocks are for trading purpose.
  • MaxBialystockMaxBialystock
    edited August 2013
    My "core" holdings, I don't suppose, are truly CORE funds, designed to be such.
    Long term holdings: MACSX since 2003
    MAPIX..........2009
    PREMX.........2010

    However, I plan to stick with what I've got now, long-haul. That includes TRAMX, MAINX, SFGIX, DLFNX, MAPOX and MSCFX. I won't hold and hold for no reason, if the world is going all feces, but I don't pull the switch-eroo very often at all.
  • hank
    Reply to @Sven: Check RNWGX. From what I can tell, it did not exist prior to 2009.
  • Sven
    Reply to @hank: RNWGX became available in my 401(K) plan in 2002 when the options were expanded. The front-loaded A share has been around for a long time, while the R6 share class American funds are only available to institutional plans. Same goes for MDISX where the R class has ER even lower than that of the Z class I have.
  • Sven
    Reply to @hank: You are correct. The share class is R5, RNWFX, not R6. The inception date is May 15, 2002.
    finance.yahoo.com/q/pr?s=RNWFX+Profile
  • hank
    Reply to @Sven: Thanks For the correction. The R5 (RNWFX) looks like a very fine fund!
  • mrc70
    Since 2005
    ---------
    VHGEX

    Since 2006
    ---------
    ARTKX (Taxable)
    FPACX (Taxble, added to IRA later)
    VDIGX
    OAKBX (Taxable, sold in 2013)
  • AndyJ
    In round numbers:

    20+ yrs: index funds in index-only 401k (like I had a choice)
    10 yrs: PRBLX, ARTKX
    5+ yrs: MACSX
    Everything else, less than those.
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