Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
GP is a solid shop, but everything except their stalwarts funds are so damn expensive. This fund isn’t going to set the world on fire. GPMCX has surprised me in its lack of ability to outperform. Honestly the only people getting rich off of GP funds…
Larry, we’ve got our own cult leader over here. He posts articles in such rapid succession that threads get lost. The other leaders like to pretend this doesn’t exist...
A lot of their best funds are bloated. I am sort of surprised with the size of some of the small cap funds. Blue chip growth is enormous, but they have lower ERs and shareholders. They're pretty good at asset gathering with active funds.
This is one solid fund. Learned about it from M*, but very similar in performance to their small cap fund CIPSX which closed a while back. Their large cap fund has almost no interest and I think their EM fund has underperformed, but this team seems …
It's doing ok so far compared to RIMIX, SFGIX, EEM, DREGX, WAEMX, HLEMX, MAPIX over the life of the fund, but I hear you on the comparison to ARTZX.
That's how they do it over there, scoot aside the poor performers, gather assets, keep shareholders…
Why is POGRX easier to add to at Fidelity? I don't see it being NTF.
It's $50 when first purchasing, but then the fee is reduced to $5 on each additional purchase. Hopefully that has not changed...
POGRX is what I'd consider to be the current standard in large growth and the primecap team is arguably the best in the business.
It's been consistent over the last 13 years and has the best fees I've ever seen outside of Vanguard. Easy to add to …
You'd think Consuelo could take a break from interviewing Bill Miller, this is turning into a yearly interview. Beat the S&P 15 years in a row and then the fund tanked hard. I couldn't see why anyone would invest in his funds now. Maybe a lot of…
Considering that an S&P 500 emini futures contract is about 20x leveraged based on the margin requirement...but I hope this fails. Everything that could possibly serve an investor has already been introduced.
True small value is so hard to hold. I hope no one is buying TDVFX or AVALX after this run up. If you're going to buy into small value, at least do it when the fund is in a decline like HUSIX, but I couldn't imagine always buying into these when the…
Forgot that I also recently bought QLENX to lessen the risk of my mostly individual stocks portfolio. Sam Lee sort of sold me on this, but the performance and diversification was compelling. Not sure if that one can continue on at it's breakneck pac…
Wishing I had gotten into a long position with TDVFX back before the 50 percent run up this year. The only way to play these deep value funds is to enter when things look bleak to really capture the outperformance.
Looking at the Fidelity sector fu…
Second find to liquidate, but this never really got off the ground and didn't accumulate AUM like there other offerings. Right, GP is a lot more tempting. Even with the opening of ARTQX, I don't see the appeal that much. Artisan really needs to star…
Jim Rogers is a fraud. Probably the biggest turncoat I've ever seen and he's consistently interviewed over and over about how much America is declining, he's long Gold, loves China, kids are educated in Singapore, etc, etc, etc.
It looks like they're trying to resurrect the 130/30 fund structure from the filings. If it's got the same secret sauce as their long short fund, count me in.
Looking at the returns so far this year for two of the most value concentrated funds- TDVFX and AVALX- the premium is probably still there, but in the short term, not so much.
The smart beta funds don't even come close since they do some sort of 'v…
Shiller's strategies seem to be working well and I'm actually surprised because most of these new funds by the quant/trend followers/13F filings/s&p under it's 200 day moving average guys seem to be under performing more than I expected. Shiller…
Maybe true, but the stalwarts funds definitely have a quality bent and also may be somewhat value related for companies that have fallen out of favor, fwiw.
Gisox still falls under the small category, I think- at least compared to the typical large cap international fund. Maybe the most compelling option I've seen in the space for what it's worth,
Wrote out a lot about this, but not really worth starting a debate- it's MFO, we're aware of index funds, you can argue this one with the Bogleheads. Mairs and Power: long history, great track records for all 3 funds, good stewards, the outperforman…
For a value fund, I think it's definitely the right time to jump into this fund, also since it's a pretty low turnover strategy.
I looked into this fund for a while, read a lot of their articles, but didn't really see the outperformance for the pr…
I've only seen Sequoia available on Schwab aside from purchasing direct, is that the only discount broker that's offering shares at this time?
I think that Primecap and some of the pure growth indexes were beating Sequoia prior to the Valeant debac…
DSENX seems like the better deal at this time- beating the CAPE index since inception, eliminates dealing with bid/ask spreads and paying brokerage commissions every time a purchase is made. The liquidity with the CAPE ETN is also an issue at this t…
SMDV has also been on fire and sort of surprising that it's performance since last year has been so strong. Definitely one of the most compelling options I've seen in a while
Glad we got in on the admiral shares when we did, but at 30 billion, even though it's a large/giant cap type of fund, that's a lot of assets. It would be great if VG would also close Wellington...
Vanguard Dividend Growth only comes in one flavor …
Glad we got in on the admiral shares when we did, but at 30 billion, even though it's a large/giant cap type of fund, that's a lot of assets. It would be great if VG would also close Wellington...
HFCSX tilts a little smaller than AKREX, which is really turning into a LCG fund. Both seem to be great active plays, though. I've thought about getting into HFMDX, since it's a very systematic, concentrated quant MCV fund.