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.
@John Chisum:
"I actually do not want Vanguard or any fund company to be active shareholders. They are in the business of investing." Right On ! If the freelance writer, who started this thread, believes where he lives is harming his wife's he…
@Tampabay: " Bill Gross Says The Good Times Are Over.......For HIM.....(he is correct)" You have now been officially designated as the MFO Discussion Board comedian.
Regards,
Ted
@Bitzer: Thanks, here are the rest of the nominees in the various categories.
Regards,
Ted
http://www.mfwire.com/common/artprint2007.asp?storyID=50499&wireid=2
@mrdarcey: NRAIX is unranked among #113 (WA) Funds covered by U.S. News & World Report. 12.70% 3 year return puts it in the 3rd percentile, not bad
Regards,
Ted
M* NRAIX Performance:
http://performance.morningstar.com/fund/performance-return.…
@alaska: SHRAX, over the last 15 years Richy Freeman have beaten the S&P 500 by 2.52%, and the Large-Cap Growth Fund Category by 3.47%. He has managed this fund since its inception in 1983.
Regards,
Ted
@catch22: Glad it is finalized.
Regards,
Ted
http://www.mutualfundobserver.com/discuss/discussion/17606/college-savers-may-get-more-flexibility-in-529-plans/p1
@sagekwan: I'm not impressed with this Fund-Of-Funds. Why not just own SPY, QQEW, and QQQ which make up 40% of ETFRX portfolio with a lot cheaper expense ratio.
Happy New Year,
Ted
@Old-Skeet: The S&P 500 Index returned 13.69%, 11.39% raw, and 2.3% in dividends. I own 7 funds, of the seven the following 4 beat the S&P 500:
1. FBTCX: 33.35%
2. PRHSX: 31.44%
3. QQQ: 19.16%
4. PFF: 14.10%
--------------…
@mrc70: Nice post !
Neutral Between Stocks and Bonds: I favor Stocks
Favor Non-U.S. Over U.S. Equity: Disagree
Favor U.S. Large-Cap Over U.S. Small-Cap Equity: Agree
Favor U.S. Growth Over U.S. Value Stocks: Agree
Favor High Yield Over U.S. …
@JohnN: (Click On Article Title At Top Of Google Search)
Regards,
Ted
https://www.google.com/search?newwindow=1&site=&source=hp&q=etf+could+have+a+big+year&oq=etf+could+have+a+big+year&gs_l=hp.3...1398.10387.0.12119.25.25.0.0.0.…
@msf: I goofed, sorry about that ! I failed to notice that your link included both Open-End Fund and ETF reduced fees. I'm afraid its the woodshed for the linkster.
Regards,
Ted
@msf: They also reduced fees on their ETF's
Regards,
Ted
http://www.mutualfundobserver.com/discuss/discussion/17878/with-new-fee-cuts-vanguard-ties-fidelity-for-cheapest-sector-etfs-from-15-to-12#latest
@Derf: Happy New Year !
Regards,
Ted
http://www.mutualfundobserver.com/discuss/discussion/17907/jason-zweig-when-funds-insult-their-investors-mfo-s-david-snowball-comments#latest
@MFO Members: I agree with DlphcOracl that we are still in a secular bull market, and my forecast of a 15% return, made last February, in 2014 for the S&P 500 is right on (2,215) target. For 2015, I predict the S&P 500 will close at 2,401 …
@NumbersGal: As the fund's name indicates "Matthew 25" your going to have a lot of volatility with such a concentrated portfolio with Apple being 15%. U.S. News & World Report ranks MXXVX # 11 In The (LCG) Fund Category. I like the fund with …
@MrRuffles Thanks for the input. Here is the MFO discussion of his leaving First Eagle.
Merry Christmas,
Ted
http://www.mutualfundobserver.com/discuss/discussion/16110/abhay-deshpande-resigns-from-first-eagle-funds
@Tampabay: Thanks for the info. M* still has the ER at.14% Great fund 1
Merrry Christmas,
Ted
https://personal.vanguard.com/us/funds/snapshot?FundId=0956&FundIntExt=INT