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.
Reply to @mrdarcey:
ARTGX, for instance, is indexed by the WSJ to the NASDAQ 100, which oddly creates an active share of 79%. In Artisan's fund literature, they list the number as 90.4%.
mrdarcey,
Where in Artisan's literature are you seeing this …
Reply to @MikeM:
I'm looking at what my best performing fund was over last week and it was PRFHX. It was even positive through yesterdays carnage and up .9% for the week. The HY muni is a fund I bought a couple weeks ago - thanks to the junk man :)…
Reply to @bee:
Hi bee,
If you reside in the City of Philadelphia, you have the privileged to pay this:
http://www.phila.gov/Revenue/individuals/taxes/Pages/SchoolIncomeTax.aspx
If you work and reside in the City of Philadelphia, you have the p…
Matt,
Have you looked at ARTLX?
It had a subpar 2013, but I think Artisan is a good house, has good managers, and I would expect ARTLX to shine again.
Mona
Reply to @AndyJ:
Hi AndyJ,
I too have been watching VWALX as well as VWIUX. I like the BBB rating in VWALX compared to A in VWIUX, but I am a bit concerned with the 7.3 year duration in VWALX. Two questions:
1. Do you have any concern with the d…
I noticed that MACSX has 27.8% of net assets in their top 10 holdings and of that, 8.5% is in three stocks located in Singapore.
Singapore Technologies Engineering, Ltd. 3.4%
Keppel Corp., Ltd. 2.6%
United Overseas Bank, Ltd. 2.5%
And of the 60 s…
Junkster,
M* indicates the duration on NHMRX is a bit over 12 years. If the 10 year Treasury continues to climb as expected, how do you see it affecting the NAV?
Thanks,
Mona
Reply to @bee:
PRWCX fits the bill for a 70/30 mutual fund referenced in the article
bee,
Why is M* indicating PRWCX has an allocation of 56.20% US Stock, 4.60% Non US Stock, and 24.41% Bond?
Mona
What bothers me is to sign in and look at all the unread posts (and I sign if fairly often) and then spend my precious time looking for the posts that interest me, which happen to be mutual fund specific. Hitting the "delete button" distracts from m…
Reply to @MikeM:
It's like betting on my Buffalo Bills. Some day they are going to win one but in the mean time just disappointment.
MikeM,
Today was your day.
Mona
Reply to @Charles:
Hi Charles,
Thanks for the Artisan numbers. It appears that ARTQX compares favorably with NSEIX in the Mid-Cap Value space. Do you agree?
I really need to refresh myself on your Rating System Definitions.
Mona
Reply to @Ted:
Thanks Ted.
Some years back, a friend who seemed like a knowledgeable mutual fund investor, never bought small-cap funds but mid-cap funds such as ARTMX, POAGX, ARTQX and VASVX.
He understood he would not get the potentially high…
Reply to @msf:
Longer answer - if you're using actual cost (vs. average cost), then you can pick and choose the shares you sell
msf,
is "actual cost" and specific identification, the same? I am assuming it is as to "pick and choose the shares" I t…
Reply to @AndyJ:
Hi AndyJ,
OSTIX was down 0.25% which seems like a bit of a hit as relates to PIMIX which was down 0.32% and VWEAX which was down 0.17%.
Mona
Reply to @scott:
Costco is kinda interesting to me, but not as much at this level.
Hi Scott,
Costco is interesting to me as well, because Obama said "Shop around get a better deal".
Since I have already been to Blue Cross and Aetna, the only two…
Reply to @scott:
Hi Scott,
Thanks for the link. I needed a laugh!
I appreciate both your and JohnChisum's words of encouragement.
I'll be fine and hopefully with time my edge of bitterness will wear off.
Mona
Reply to @msf:
Hi msf,
Thanks for the "good" information ;-)
I am familiar with the underwritten plans offered by Blue Cross and Aetna. I am also familiar with the pricing you address. As I have done my DD, please keep in mind that these price…
JohnChisum, Hogan and msf,
Thanks for taking the time to reply.
Unfortunately, I do not have much more to add, but I would like to address a few points in msf's post.
One. Here in center city Philadelphia, while we probably have more teaching hos…
Reply to @msf:
Hi msf,
I wish I had more time to study your post, but I don't.
However, I would like to say a few things. Here in Philadelphia, Blue Cross has cancelled over 45% of their individual plans. Mine is one.
In Florida, Blue Cross has…
What I would like to know is why I always hear the drums beating that that Social Security is "running out of money", but I have never heard a beat that Medicaid is.
Mona
"Health plans are sending hundreds of thousands of cancellation letters to people who buy their own coverage, frustrating some consumers who want to keep what they have and forcing others to buy more costly policies..."
http://www.kaiserhealthnews.…
I am in Vanguard Tax-Exempt Money Market symbol VMSXX which has over 800 holdings. I took a look at a few hundred and I am not seeing U.S. Government debt. I see a bunch of state, city, county, school, housing, state highway and transportation, wate…
Reply to @Ted:
Ted,
When I go to BigPicture.Com I get the following site:
http://www.bigpicture.com/ and cannot see the article "S&P 500 % Change Relative To Government Shutdown".
You said that there are two ways. Since I am getting nowhere…
Hi Ted,
What tool/program do you use to take a screen-shot?
And then how do you post it?
For the longest I have been wanting to do this, but have absolutely no idea how or where to begin.
Please enlighten me!
Thanks,
Mona
Reply to @BobC:
Hi Bob,
I need and would appreciate a bit of clarity on your post.
When you say " For small accounts, this may be an ok option", are you referring to OSTIX? If so, why not for large(er) accounts?
Then you said "That COULD give …
Reply to @Junkster:
So my stop would simply be 1.25% from yesterday close
Hi again Junkster,
OSTIX closed yesterday at 11.78, so at 1.25% off, we are looking at a stop of 11.63.
A few months ago that would have seemed tight, but after setting a …
Reply to @Junkster:
so a simple and small percentage trailing stop works quite well to protect profits
Hi Junkster,
Thanks for your thoughts.
What do you consider a "small percentage" for NFRIX to protect profits and would you use the same percen…
since I don't have significant gains to harvest
VintageFreak,
Please help me out with this terminology as I do not understand it. I thought the idea was to harvest a loss, not a gain.
Mona
Reply to @mrdarcey:
M* says as much in their Fund Analysis as well. FPNIX is down to around 1.4 yrs avg. duration, and by rule can't hold more than 25% junk bonds. Basically they're a fish out of water when being compared to other Multisector/Non-t…
