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Reply to @catch22: Catch, like Will said, Fido has a slew of A shares offered load-waived now, lots of funds from shops you've never had decent access to before. Get your shopping list together ... it's worth a long look!
Reply to @Vert: In that case, it's hard to say who would qualify as a passive investor. Managers of what are usually thought of as "true" index funds have made an active choice to use market cap as the criterion for the fund's construction. (As Mr. …
Thanks for posting. There's also a new (to me anyway) issue of Asia Now on the site, this one about Asian frontier markets. I always learn a lot from the Matthews special reports.
Worked up to full positions in short-intermediate junk HYS and HYLD to go with the very staid OSTIX in that department, and slipped back into Pimco Income at a lucky time and caught some bounce. Otherwise, nada; still have ~ 25% in stable value and …
Reply to @msf: Right, the $1mm minimum is why I didn't mention WMBIX. Fido's apparently a little behind on the WBMRX (advisor share) E.R., which they show as 1.61 net.
NABAX is load-waived at Fido, NTF, $2.5k/$1k minimums, 2.33% E.R.
Whitebox Tactical WBMRX is no-load, NTF, & reasonable minimum at Fido: $2.5k minimum, 1.61% E.R.
Those are the two alt funds I've been thinking about, but haven't bit on either…
Like just about everything in life, it pays to do the math. The share classes that have a TF have cheaper E.R.s. It depends on how much you're going to invest, and what's the minimum holding period you're anticipating.
Reply to @Kenster1_GlobalValue: The TGMEX portfolio looks interesting, and it's doing okay so far considering when it launched. Have to check on the chops of the managers in stock investing, but it's worth a spot on the watch list, for sure.
Reply to @Maurice: Like you said, I wouldn't dream of selling out of Matthews, but it doesn't have to be either/or. Although I'm not entirely satisfied with SFGIX yet (Andrew F. hasn't proven so far, imho, that he's going to be successful as an ex-A…
I'd wait until it kicks above some standard moving-average metric, pick one ... it's below all of them, and has been below the 20 since the end of April, so I think at the very minimum, I'd hold out until it breaks above the 20 and stays there a few…
Reply to @Hrux: I agree completely with Hrux. JG's portfolios, in the two main funds he manages (DBLTX and DBLFX) are run on a balanced-risk basis. Once in a while, he tilts a portfolio very slightly in one direction or the other, but basically he's…
Reply to @Old_Joe: Joe, so that was All-A, All-A? I like straight All-A a little better ... something about that semi-permanent short on U.S. stocks in All-Everything doesn't seem like such a good idea.
Reply to @scott: It might be really different if Arnott ran it, but Mo E-E's PGAIX does Pimco, non-Pimco, and some individual assets (or at least used to) on the basis of the Pimco outlook, and it's a perennial dog. (Not to insult my canine friends …
Reply to @Skeeter: I think All Asset will be a good play on credit FI when the wipeout has run its course ... it's heavy in EMs, a lot of it in EM currencies, and a nice combo of the many Pimco credit strategies. It may have a way to go before it tu…
I'm at 50% cash & stable value, not doing very much except dinking around with bonds:
* Sold last of DBLFX and PIMIX.
* Added a smidge to OSTIX, & bought first of a possible 3 chunks of HYLD.
* Watching PDI and PMZIX (mortgages, but can do…
Well, Barry's buying EMs for his clients:
"Barry Ritholtz, CEO of online quantitative research firm Fusion IQ and author of the widely read “The Big Picture" blog, recently trimmed back his clients’ exposure to U.S. equities and used the gains to b…
Reply to @VintageFreak: Yes it does. For the third time I will quote you, and if you don't understand the English language, I can't help you:
"Never made it past benchmark / peer group in its life."
The statement is CLEARLY not true. Look up the m…
Hi Catch, IMHO, best uses for Facebook are the special groups, plus the ability, through the simple search function, to find an old friend you've lost track of.
If you do the regular F'bk thing, be careful who you sign up with as "friends," and do…
S&P 5c is hovering around the 50d ema & just above the sma. Levels ~ the 50d have been a floor & bounce level 4x since late last year. If there's a clear break down from here, we might have a change in the wind.
Reply to @VintageFreak: I agree with you about it not really being a risk-averse fund, but the numbers don't lie about performance vs. the benchmark. "Never made it past benchmark ... in its life" was just plain wrong.
On the graph you linked, ch…
From Bob's list, MALOX (a hilarious ticker, by the way): MDLOX, the same fund in A shares, is one of those Fidelity's now offering NTF and load-waived.
In the ETF world, GAL is the only actively managed global allocation fund I know of that's reall…
"Never made it past benchmark / peer group in its life."
I don't have a horse in this race whatsoever, but that statement is clearly not true.
See here, halfway down the page, under "Performance." Lower numbers in the percentile rankings mean it …
ARTKX and WAFMX, and a Blackrock version of a U.S. bond index fund (!) in the 401k.
Europe's got the greatest momentum in the Invest w/an Edge weekly report, and EMs are starting to pick up a bit too.
Well, M* classifies FPNIX as a 'non-traditional' bond fund, and it doesn't chart all that well against the average of that classification. But it also doesn't chart very well against other short term bond funds, which seem to be more its league. I g…
Reply to @Kenster1_GlobalValue: Are you still holding both FMIJX and ARTKX, Ken? (I think I remember you were at one time.) It's a great combo, one currency hedged and one not; I've been doing 50-50 for a while.
Reply to @Kenster1_GlobalValue: FMIJX may be pretty high on the active share measurement too; FMIHX, from the same group, is 3rd on the list of U.S. large blend funds in the M* article on the category. It's probably too new for them to include in th…
Reply to @David_Snowball: I've been transposing a lot more the past few years; I'm happy to pretend for the time being it's not a, um, symptom of anything.
They also ran articles earlier on active share in large blend U.S. funds and small blend U.S.
Note that, except for these articles, they make their active share ratings available only to institutional/advisor customers, not to retail customers, ev…
