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.
Yes, I have invested in this fund and before I did I called up the fund, asked them questions and they explained it all to me and gave me a lot of info on this Repo and Securities lending industry
Who did you speak with?
FD1000,
Do drop in.
From the limited time I read the posts on Morningstar, I am impressed with yours. It seems like you would enjoy a lively discussion with the Junkster and others here on MFO.
Mona
Is there a way to tell a daily accrual fund from one that is not by looking at the fund's price history on Yahoo?
Also, from Yahoo or M* is there a way to tell the next distribution date for STATX?
Mona
Is this a daily accrual bond fund?
For example, if you buy this fund today, will you receive the month-end distribution for the remaining 4 days of December? And, if you sell the fund part-way through the January, will you receive a partial distri…
David,
I took an absolute bath with BJBIX. I still dream of this symbol! And Younes and Pell were the two biggest names in the international space.
Mona
Being a M* forum regular we've had our fair share of political tripe in recent months but ... and I hate to jinx things, the furor seemed to have died down significantly in recent days. Perhaps the same will happen here. (I only had to ignore 2…
Last Thursday, on the previous page, I made an honest and extensive attempt to engage @bartab in a non-combative exchange of viewpoints on one aspect of health care. No response, of course. Why is it that those who tend to his side of the political …
I shouldn’t say this (and may get deleted), but if the guy’s feeling aggressive, I’d rather he take that frustration out by slapping on some ridiculous tariffs than by punching in the codes and hitting the trigger.
I hope it's not a roid rage.
Jan. 31 through 06 Feb, '18.
SFGIX -3.38%
PRIJX -3.76% (I do not own this guy.)
Did SFGIX do its job of reducing losses in a downward-stretch?
...And from a different planet, my domestic small caps in VSCIX were down by -4.45% in the same period.
…
If you want to convert $10K, then you just pick the fund that did the best. (Technically you have until October 15, 2018 to do the recharacterizations, so you could watch and wait a long time to see which one does the best.)
You'll owe $1500 in…
This is what happens when you make it up as you go along.
With your opening sentence, I thought you were referring to Trump's stabs to ban refugees and immigrants from several mostly Muslim countries.
These guys are New Yorker wannabes; real New Yorkers would eat them for lunch and breakfast, and do. And there is not a Michael or Vito (or Connie) among them; they are all Sonnys and Fredos.
+1
I generally pay the active management fee for managers to allocate based on valuation (including to cash), not to pick stocks based on their assessment of the next big thing. I don't adhere to the "model portfolio" model.
If this were a success…
With a 2-year time horizon I would go with Pimco Income and if you have $25,000 to invest, I would open a Brokerage Account at Vanguard to purchase institutional shares (PIMIX). There is a 34 basis point difference in the expense ratio between PONDX…
The S&P is leaving me in the dust this year. But at 70 now I have different priorities. I need a 2% annual return to not have to dip into my principal for living expenses. So slow and steady for me. And why I don't want to start spending do…
Posted today on The Independent Adviser for Vanguard Investors forum.
Summary
Some really good actively managed funds are being overshadowed in the current index fund craze.
Vanguard Wellesley Income is a nearly 50-year old fund with a stellar t…
Would love to consider a Miata, but that's even more impractical (no spare, no front trunk, no glove compartment), and I am now living where it snows occasionally (rear wheel drive and snow tires).
I have 1990 Miata (first year) with over 200,000 mi…
msf,
How about trying to get a good deal on a 1-year old BMW. Let someone else take the first hit on depreciation.
"The following is a list of the new cars resold most often as used within the first year of ownership, according to iSeeCars.com, al…
As a Firefox user for browsing, for all the good it does or rather doesn't, I always open a private window for browsing. I set the third party cookies to "NEVER". Why do you need to accept them? Any content I lose, is small compared to the reassu…
What muni fund(s) come to your mind that would fairly closely resemble the credit quality and duration of the 21% tax-exempt munis in PTIAX? OPTAX? PHMIX?
Mona
Hey Mona, just saw this. Short answer: a longer duration investment grade muni fund, no…
Andy, thanks for the information.
I may need to reduce or eliminate my position in PTIAX (I own it at Schwab) to make room for an international fund. I can increase my position in another fund/account that is heavy in Non-Agency RMBS (I own it at …
Regarding PTIAX, you're right Mike...about 36% in muni's. Per their website:
http://ptamfunds.com/documents/ptam-difference_ptiax_final.pdf
PRESS,
Unless I am reading the bar chart incorrectly, 24.7% are tax-exempt.
I understand why J. Bogle is not into International funds. There aren't a lot of Vanguard International Funds that I would want either. I do own VMVFX, along with GLFOX and GGSOX which are global funds, and FMIJX is my only truly International fun…
OAKIX recently re-opened to new investors while FMIJX is about to close. Both describe themselves as value funds. One seems to be finding values while the other can't and has accumulated a large cash stake. Go figure.
FMIJX is a concentrated fun…
I thought the Patriots were dead and buried.
Hi Junkster,
Bad play calling after the amazing Julio Jones catch with a little less than 4:50 remaining unearthed the Patriots. By that point they were destined to choke.
Mona
While Artisan has not announced their 2016 distribution estimates, their website says:
"Artisan Partners Funds 2016 distribution record date will be November 16th and the Payment or Ex-Dividend date is November 17th"
My question is which is the la…
