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@VintageFreak: Looks like a nice choice. I do already have a number of global and intl funds, needed more in the domestic vanilla brand, but thanks for mentioning it.
Funny you should post this, Im looking at its BALFX (another class of same fund) which is available ntf and load waived at Fidelity. I recently added MAPOX to my mix, and thinking I made a mistake. I thought all American Funds were load funds, so …
I hold RHS in both iras, but have been shaving a bit on strong days, but still have a fair amount. Every time I think to just dump it, it rallies a bit but I know its a defensive part of my overall portfolio and has its day when least suspecting it…
@Maurice, I am so sorry her last moments on earth were so horrific, but she did so many good works while here on earth that no doubt she was rewarded for it after passing. This whole town is upset about this, she was known by everyone and we all lo…
Hank, I knew Jennifer, the one that was killed. She was in charge of community relations for Wells Fargo in New Mexico. She helped fund a few nonprofits I was involved with and there was no nicer person on the planet. She made a huge impact here…
I've had regional bank fund JRBAX for about 18 months, and have vacillated back and forth on whether I have too many sector bets (health, tech, consumer staples, banking, medical devices) and each time I get close to thinking about reducing or sell…
Nice find Ted, I suspect it will have a hard time keeping assets under management down to a reasonable size with this article. It's certainly doing better than my small mid cap funds :(
Don't know if the two etfs I have are included, as they are not the biggest ones they have, they trade fairly lightly RSP and RHS, but would be nice if they dropped the fees on these :)
This certainly is not my cup of tea, but why don't you try calling the fund company direct? I did that once with a fund and they lowered the entry if you bought direct from the fund company.
@LLJB, I was able to buy GSIHX at Fidelity load free and ntf, but i am hoping GQGPX will eventually get to the Fido platform. For now adding to it each month at TD
I bought a fund of recent vintage, GQGPX which I had to go to TD Ameritrade to buy, it seems they are they only brokers selling it. Ihave called the fund company and Fido to ask that it be on Fidelity's platform, but so far no dice. I was able to …
@Crash, I use M* for dividend info, not the M&P website, its usually up pretty fast. Since this is such a low turnover fund at 13%, not much changes quarter to quarter. I was looking for a rather staid but consistent fund as a replacement for u…
Added a bit to POGRX today with the market down and a hard hit to one of its top holdings.Bought it in 2013 but had not added since then. It was the right time(unless it goes dramatically lower from here which is possible)
@ msf, yes UNM is our largest employer at 12,000. This does not include the unm hospital system. It us often called the 800 pound gorilla in economic development.
Since only private companies are shown, my state (NM) shows our local utility PNM as the largest employer. Over 50% of employment here is government related, top three University of New Mexico, followed by Los Alamos Labs and Sandia Labs. People wh…
In large part this is why I left Merrill Lynch. Limited choices in fund families who do not participate in revenue sharing such as Vanguard. I went back to Fidelity where I had been for the five years previous to my moving to ML. I had to sell a nu…
@Crash: I also sold out of my utilities, but for different reason. PNM makes no money on me because I have solar panels :) I sold out because I was overweight utilities and saw higher interest rates as a negative for that sector. Put proceeds in…
Glad most of my bond allocation is in two muni bonds, not funds, they vary by only 01% or so when market down. Not displeased with GIBIX, seems to go down less than my other bond funds. Am somewhat disappointed in TWEIX it seems to go down almost a…
I don't normally take part in the March madness but i sure am proud as a former Baltimorean to see them in play. I left in 2001 but still visit Baltimore when I can, especially for their steamed crabs and a bucket of Bohs.
I have held this fund for over 5 years (institutional version CMTFX) and have been very happy. Its a bit less volatile than my other tech fund PRGTX , and the fact that the Price fund was very concentrated, warranted having two tech funds.
@Carefree, I've owned MSEQX for about three years, happy with it. It can be volatile and it is a concentrated fund, with tech its favorite sector. It is also my top performer ytd but it can be a wild ride. That said, if you have a diversified portfo…
MSEQX was up .46% today, but it looks like it was due in large part to one of its top holdings VEEV up 12%.it was my only equity fund up. Bond funds were all up though.
Sold my utility sector funds after much deliberation. In a rising rate environment, the last year and a half was breakeven at best, and the place it held in my overall portfolio was one of ballast. Had some very nice profits prior to 2017. For now …
@Old_skeet I've owned the advisor shares version of the Franklin fund over 5 years, it is a nice fund. Bought it while at ML. Been toying with reducing that one plus VPU which I hold in another portfolio with interest rates rising as ive been sligh…
@Ted: I use PYACX for investment grade corp bond space, a relatively new one for me, about 18 months since I first added it. Its about 80% BBB and above. I have not been 100% convinced corporate bonds is a place to be for more than a small allocati…
@Ted, Goldman Sachs does have some nice funds, I have their MSEGX, which seems to have similar returns, but with less International. Not an easy ride at times, but rewarding.
For me, its Columbia Contrarian Core SMGIX ( A shares LCCAX available load free and ntf at Fidelity).it is my second largest holding. Have held this fund since David Williams retired in 2010 when he ran UMBIX part of this fund family. About 50% of t…
@Bee, good one. Always enjoy your posts. Have a sister who moved from NJ to Florida a few years back. Still have a brother in law in Summit, both retired. One of the worst towns for taxes.
My guess is that since Myers left FSCRX as of year end, some may have jumped over to the fund mentioned that needs to absorb the money coming in closing in on $4B.
Added a bit to GSIHX and GQGPX. Pudd, if you like health care, look at medical devices. One year ago I bought IHI instead of Fidelitys fund in that space and sold PJP, and am not sorry. Still have diversified health care funds and am just slightl…