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.
Giroux is hot and T Rowe Price has put gates around him by keeping PRWCX closed to most investors.
I find Giroux fascinating. He will have to underperform eventually for a while, right??? Yet I keep watching him crush it. I sometimes wonder wha…
I noticed Vanguard is also projecting better returns from unhedged 'Ex-U.S. Developed' equities over the next decade ( https://www.morningstar.com/markets/markets-brief-why-vanguard-sees-brighter-outlook-investors-portfolios).
I don't like the Vanguard model of multiple subadvisors either, but the different subadvisors aren't actually working together at all. I saw an interview with one subadvisor and they said they never spoke with other subadvisor once and didn't know …
Here is an article from T. Rowe Price that makes the case for international investing in this economic environment of higher inflation and business loans that actually have a real cost associated with them: https://www.troweprice.com/personal-inves…
Vanguard Health Care had an annualized 16.4% return during Ed Owens'
long tenure (05/23/1984 - 12/31/2012) compared to the the S&P 500 index's 10.7% return. This fund has not performed as well since Jean Hynes became the sole named manager in…
I was already in PRWCX in an IRA, but I was happy to get into PRWCX recently in a taxable and Roth account. I don't remember seeing anything about the Summit Program until recently. Then I just went into TRP and opened up PRWCX just like any other…
If staying with funds available in Vanguard is a priority, I like VWICX. It doesn't have a lot of history but it is run by Wellington and it has a value slant like ARTKX.
