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It's been an underwhelming fund since I started observing it from 2005. I am not sure if multi-subadvisor approach leads to any significant outperformance over benchmark. There could be exceptions, but in general that is a questionable approach for …
Chang,
Why you added Grandeur Peak funds in this category?
I am still in their Global Opportunity fund and wondering if I missed any important information (like manager departure, etc.). I know their primary founder went on a sabbatical or somethin…
@WABAC I think the expense ratio of 1.25 for a fund with less $7M is OK in my opinion.
A fund like OAKIX with $20B assets is charging 1.05. There are many funds in the industry that charge exorbitant expense ratios even after accumulating billions…
They mentioned in their presentation that they would make it available in other brokerages and encouraged prospective investors to request their brokerages to add the fund to their NTF list.
I believe by 'regular' they mean fund with low minimum in…
During the downturn in 2021-22, I bought a small amount of NVDA. After trimming around $350 to take out initial purchase amount, it grew up a lot since then. M* portfolio is showing I am up 480%. However, it is still relatively small %age my overall…
@mulder420 PRHSX was a great fund when Kris Jenner was leading it. Now, it is an above average fund. I am also in it since Kris managed it. Wish he stayed with Trow Price.
Not in the same category, but even Primecap funds always had that tilt. They are growth or rather GARP investors and always favored Tech and Healthcare traditionally. Being a growth shop, tilting tech is no surprise, even healthcare is not that surp…
Check FMI international FMIJX. It was discussed a lot here as well on M* forums when it was a top performer for a few years. As usual, it is not mentioned anywhere as it's been underperforming for the last few years. I held ARTKX for a long TIME in …
In the Balanced funds that I track, Buffalo Flexible fund did remarkably well during this downturn. However, as you already know, there is no guarantee that it will perform as well over a full economic cycle. I did not investigate what is the reason…
Please note ARTYX invests heavily into Developed market stocks and is at 50% now in Developed market stocks. Their theory may be that those stocks earn significant amount of their earnings from EM countries.
I invested in it a month from inception…
I did not know that jrekenthaler follows this board and posts/responds here. That is a pleasant surprise.
I remember even fund managers responding on M* forums when those fourms were vibrant during mid 2000s. I vividly remember Charles Ober of PRN…
Though VWELX may be wandering into LB now, but that is not something it did regularly in the past. It was a solid LV balanced fund for a long time, at least since I started watching it from 2005. The trend of Value managers buying growth stocks (mak…
I am with both TDA and Vanguard for many years. Assuming TDA NTF funds will also be available at Charles Schwab, it is better than Vanguard as far as funds availability, especially NTF funds. For example, Artisan funds are TF funds at Vanguard, wher…
They introduced new Balanced Fund categories a few years ago. You can find the above under
Allocation Funds - 15 to 30% Equity
Allocation Funds - 30% to 50% Equity
I was comparing these 3 just last night. Two of them were already mentioned by others above
GPEOX (I had it in the past, but then later sold it. Still hold their GPGOX)
WAEMX - Remember it as a high-flier during its early days
WESNX
There are not…
Yes, earlier Subadvisor/Manager commentaries used to be part of their biannual fund reports, but I am not seeing them in the recent published reports across the board (at least in the reports published for the funds I own)
I invested in it a few months ago with the thought China markets are down due to trade war, before COVID-19 pandemic came to light. It is still doing good, though unusual
I owned ARTKX since 2006, saw some its best years, but finally sold it a week ago. I am not really bothered about one of the fund manager (Global Value team head) leaving, as most of its good years was under Samra. However, its performance has gone …
Still about 25% cash in retirement accounts (don't have a taxable investment account since I bought home in 2014, other than emergency funds in MM).
Added to VDIGX, VWIGX, and VWUSX.
Bought VTI looking at how low indices went down today.
(usually…
Good to hear from you @mrc70. We had the same (plan) back in 2018. As I said before I cashed out 2 401k's around 3 qter 2018. About 1/8 of proceeds were invested sometime later. Yes I nibbled here & there since that 1/8 buy in. Since the down …
I am more of a lurker and not post though I have been coming here since 2005.
I rolledover my 401K to an IRA in 2018 Nov/Dec period and kept the funds in money market fund thinking market was high and that I would wait for a correction. It was a pa…
Not sure what he is doing now, but you can find his views on markets here http://www.ericcinnamond.com/
@hank: I could handle ICMAX before HSGFX. Speaking of which, has anyone heard what Eric Cinnamond is doing these days?
Just put sell order for FPACX, one of my long term holdings - brought in 2006. Not very happy with its recent (3+ years of performance) though I made decent money since I bought it. Also, put sell order for GLFOX to keep the gains made so far despit…
I did some research after posting my response above. Based on M* numbers, ARTKX beat OAKIX over 15 years, 10 years they are even, and OAKIX beat ARTKX over 5, 3 and 1 years. However, over all periods, ARTKX has better Alpha and Sharpe ratios for wh…
districtwanderer,
You may be right with the current composition of the fund, but that was not always the case in the funds Akre managed. I vaguely remember that his FBR focuss fund (managed with the same philosophy) had large amounts of cash (it wa…
Another vote for AKREX, which I own. My theory for investing in this was a 'Good/Great manager and new fund', I was aboard as soon as they opened the fund. Akre had a great record at FBR focussed fund (Hennessy Focussed now) before he left from ther…
