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David,
Fidelity Bond funds are doing v well. I believe good diversified equity funds performance lags due to asset bloat. Their sector funds are doing good inspite of the mgr rotation.
Reply to @David_Snowball: David, Also they are not experts in the Fixed Income side.If they had someone with FI expertise like JPVTX ,then i would like buying this fund. I also emailed Oakmark about this but got a standard template reply.
Balanced f…
I thought of watching for a while but i am selling it on Monday.
Reason: M* has a new front page article saying that a lot of his staff are also leaving in June.
http://news.morningstar.com/articlenet/article.aspx?id=541029
I will be adding to ARTG…
FWIW,i am looking to add the new Seafarer's growth and income fund once it is available.This is expected to be a diversified EM version of MACSX. This fund is starting on Feb 15th.
Reply to @Investor:
It is either fidelity's 60 days or the fund company's period whichever is greater. example, Royce is 180 days while for Mathews it is 90 days.
Reply to @Kaspa:
Since you already hv a PMA relationship,only the checking a.c will be shared wih ur children. You can keep the absolute min in the checking a.c. Your child will only see their brokerage a/c by default.
Kaspa,
If you have a PMA Checking account,you can link your children's brokerage account with that PMA.They also will get 100 free trades.You need to add your children as joint account holders to the checking account.
Reply to @amateur: Some brokerages used to give access to the Advisor class funds like TGBAX for a low min in tax deferred accounts.But as of now ,they are only in Hold or Sell mode.You cannot add anymore.The only other option is to exchange Mutual …
Last year ,Pinco changed the mandate of sr loan cef's PFN,PFL to invest into other FI types too.They said that the supply was dwindling and that other FI were attractive. I think that this OEF is to gather some AUM as many are demanding such product…