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.
In addition to the high ER of WGRNX, the fund's holdings really turn me off: 4 out of the top 10 stock positions are tobacco companies. I couldn't hold my nose and buy this one even though I have no socially-conscious funds in any of my accounts.
I did try to place an order at Schwab for test purposes and I was rejected with this message:
"We cannot process your order for this fund. Please contact a Schwab representative for assistance." No problem at TDA where I do own some. Sorry to lead m…
I have a large position in OAKBX and I am going to reduce it. I called them and registered my dissatisfaction with how they announced Studzinski's "retirement" after a year when the fund could not get its bond sleeve to produce anything. Wasn't ther…
I would check out the Guggenheim Frontier Markets ETF (FRN) and the MS Frontier Markets CEF (FFD). Each fund replicates an entirely different index which makes them hard to compare. FRN, for instance, has big relative weightings in Latin America in …
I have owned all four affected funds over many years. Our only remaining position is in BRUSX. I realize that I have been sucked into the fallacy of holding the closed fund simply because it's closed or because I'm too cheap to pay the fund supermar…
