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Hey David, I didn't mean all down days, just a few here and there, which surprised me because of how well it charts overall. But after hearing the presentation, it seemed to make sense that every once in a while, it must be that one of the invested …
Why is Ariel fund a socially conscious fund? The parent company donates some money to an inner city school...
I'd suggest reading the prospectus to see what they say. In the past, they've employed a few negative SRI-ish screens. SRI/ESG funds are a…
This Mebane F. global allocation fund's apparently less tactical nature might be what eventually sets it apart from his disappointing first shot in the general category. It would have been very helpful if the WSJ writer had simply asked the question…
I listened to the last conference call on DSENX, and that was a main point - the stock piece has trailed slightly but the bond sleeve pushes it ahead. Before, I'd been wondering why, on a few (only a few) equity-down days, the fund lost more than an…
I'm also happy with PQTIX. They've been making major allocation shifts from month to month; not sure if they can keep it up, but it's good while it lasts. Also thinking about adding a small position in QMNNX (AQR's new market neutral fund).
No mention of previous charge GTAA, eh WSJ? GAA won't exactly be a "different approach,' as the article says. You'd think the WSJ is big & profitable enough to do basic research and include relevant information.
According to Schwab's 11-page 2015 global outlook, we can throw out everything we think we know about EMs, commodities, and a strong dollar. Excerpts:
"A strong dollar, weak commodity prices and solid emerging market stock performance ... can coexi…
M* Lizzie: "Thank you for your patience and understanding."
Nothing against Lizzie, but that's been M*'s plea for years. These problems persist at M* - sometimes fixed for a few weeks or months, but always returning, a la MacArthur - and are the r…
FMI first comes to mind for this kid. I read the quarterlies for FMIJX only, but I assume they're similar for the other two funds they run.
They do very detailed market commentary, a general portfolio review with the pluses and minuses, and detail…
Hoo boy, they need to hire somebody who can write a coherent sentence.
"2014 year end ordinary income distribution is not estimated for the Matthews Asia Dividend Fund ...." Yes it is. It's 'estimated' as zero.
Then they "explain" about REITs, b…
The opening words about reducing volatility "in a fixed income ... portfolio" are misleading. Here's what M* says (accurately, imho) about CWB:
"CWB is not a bond substitute, as its volatility is several times greater than that of a typical fixed-i…
But do you suppose this might be nothing more than just another g.d. sloppy typo?! :)
For sure a possibility. Or, say, there was a placeholder 0.0 in the columns, somebody didn't supply the MAPIX figure by posting time, and nobody at Matthews has n…
Problem is, the other income funds (as well as most of the other funds) do show estimated income distributions. It may deserve a check-in with Matthews; I'm not sure that in this case an estimate of zero doesn't mean an estimate of zero, but that do…
No. I'll edit my post to be more clear. We just made it more difficult to click "Mark All Viewed" by accident.
Got it - thanks - and thanks for your time working on the site.
Chip: "The "Mark All Viewed" option has been moved. Its previous location made it too easy to click accidentally, and there was no option to undo it. "
Is there an option now to undo "Mark All Viewed"?
M* has had this problem off and on for years. Plus, you can't tell in M* PM what the as-of date is.
As alternatives, Yahoo's decent, faster and more consistent, and you can keep a simple portfolio for checking everything without a lot of hassle.
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Gundlach has clearly shown more gravitas in the past several months or more.
I think it's the way the press is covering him; his webcasts have always had plenty of meat and serious analysis, macro and micro, going all the way back to the early days…
Ain't that the real question! I'm looking at WAFMX: 4.8% YTD and GPROX: 7.4% YTD, both decent funds, and really wondering about WESNX at some 16%. Seems too good to be true.
Not familiar with WESNX, but here's another maybe similar EM/FM success sto…
Very interesting, Charles. The M* analyst report for GONIX (assuming the details are accurate) has a good description of the strategy.
Basically, it's designed to be 25% net long (120 long, 95 short, but with such a tiny beta that it falls into th…
The "gets it right" piece is about having skin in the game at his company, nothing to do with investment returns, which as finder and the numbers say, have been underwhelming.
Meb F's investing with his own company is commendable, but he must not …
Bee, THOPX is ~ 90% investment grade (mostly BBB) and OSTIX is more than 90% non-investment grade; I don't think you can call those similar holdings. Making a choice between them involves a portfolio allocation decision.
(Now if someone can explain why DSENX has done well through recent volatility.)
I dunno enough about how they run it to know, but I'm mildly interested too. I s'pose the bond sleeve helps in stock selloffs.
Is there any way to keep up with the sect…
Hi OJ, here's what the fact sheet says. Gross is 1.40 and net is 1.14 for the retail shares. Cheers, AJ
Class R (Retail)
NASDAQ Symbol: RNDLX
CUSIP Number: 76881N301
Minimum Initial Investment: $5,000
Minimum IRA Initial Investment: $1,000
Annuali…
Scott- for heaven's sake, don't let a casual throw-away remark govern your discretion. No harm was meant- none should be taken.
Regards- OJ
I agree; though there's a point there in Hank's post, it shouldn't be thought of as directed at Scott, but m…
