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.
I have funds with TRP. I believe if you hold at least $100,000 with them, they will let you use them as a consultant or they will choose one for you, someone you can talk to, 1-on-1, but HEY! Seems to me that they will be steering you to their own …
Also, the yield might look funky because I read lately that M* is beginning to use SEC effective yield now as a standardized thing. I notice the yield on my PREMX fell by about a couple of percentage points, boom-boom, quick-like, just like that. Th…
About the final link re: Africa: I'm rather happy with TRAMX, bought last August. yet, M* has decided to remove a star from its rating: now a 2-star fund. It's up for me just under 10% so far. A small position, at 2.58% of portfolio.
No such thing as true "customer service" and a real fix regarding the problem you are telling them about. They already know about it, and are blowing smoke at you when you complain. Not just Morningstar. Customer "Service?" Get outa Dodge. You think…
Yes, ORIX was way up, phenomenally. My Matthews Funds were down for the day, though. Overall, my entire portfolio rose 0.09% because I'm so grossly overweighted in PREMX, which was up remarkably AGAIN--- up .08 cents, like yesterday. Never expect to…
-----Yes, it's 6:00 a.m. the NEXT morning, on 05 April, and only SOME of the funds in my portfolio have been updated with 04/04/2013 performance statistics. It certainly does stink. If I were among those PAYING for M* services, I'd be LIVID.
I would not blame you! I wish I could find another similar website that packages the portfolio as conveniently as M*. I can look at the others right now to grab the day's end share price, but putting it all together within a single frame as a portfo…
Well, ahem. The day-to-day change, whether up or down, in my M* portfolio was much more quickly posted today, but when I click on a particular mutual fund, yesterday's performance numbers still apear: YTD, 1 year, 3, 5 and 10. You guys know the dril…
Quite right, Charles. I started a thread at M* a while ago and called it: "stale." There was ONE other fellow, presumably a paying customer--- a "premium" member, who picked up on it and complained, too. Someone from M* finally discovered the item a…
Reply to @Investor: That's my take, too. Though I'm already retired. Often the MANNER in which a statement is presented can cause alarm, particularly from such a trusted name. But economics is as much Art as Science---like theology. You can make a c…
Ya, I have used this tool since '03, I suppose. Lately they are very late getting stuff updated every day. The explanation you received doesn't surprise me, seemingly perfectly logical, right? Please just be patient and you can be sure than when it …
Reassuring. This article exemplifies why I have investments in both large and small-caps. Small-caps are indeed doing better than anyone has a right to expect. I'm very pleased with my own small-cap holding. I used to own PRSVX but unloaded it and b…
Longest-held: MACSX. (2003, when I started this investing stuff.)
Next: MAPIX. (2009.)
Great performers, great fund family--- though customer serv. through BNY Mellon sucks. These picks illustrate my preference for foreign stuff, particularly in A…
Looking at the funds I own, it seems SFGIX owns the most in Europe, and of that, it's mostly or exclusively in Poland---not western "developed" Europe. I am trusting Andrew Foster with it. No one has disagreed with me here, but the silence is a pre…
Do you know enough to be able to make comparisons between DLFNX and DLTNX? Anyone? I can see the ytd and monthly and annual statistics at M*...... But about approach, holdings, regrettable purchases? Etc.?
HOWEVER, I want to recommend one that's already been mentioned, and another, that's not been mentioned: MAPIX, doing very well. Several years old, now. It's invested in ASIA. There is a fund manager, Andrew Foster, who has branched out on his own, a…
Carefree: I would not argue with anything further up. TBGVX is heavily into Europe's bigger, giant corporations, which might help to insulate the fund from much of Europe's troubles. I mean to say that BECAUSE those companies are so huge, they can w…
Right you are..... I'm still not sure I have a handle on what the point was, above, about Jeff Gundlach and bonds. Anyone care to say a bit more and enlighten me?
Reply to @prinx: Yes, I see the sense that makes. My choice in that "balanced" category is MAPOX. Doing very nicely.
...I also own uncle Jeff Gundlach's DLFNX. It's in the black this year, but barely. I do believe JG certainly knows what he's doin…
Yes, Gary, I've seen that. For me, there were no surprises. And by the way, the truly fair way to deal with, consider, converse about and distribute the tax burden is in terms of PROPORTION, not percentages. Those at the bottom-end, but whose income…
The Fat Cats, including the various governments with the power (if not the right) to do what they feel like doing, will survive and eventually thrive. Money talks. The System is set up to rescue the wealthy at the expense of "Mom & Pop." We who …
Of course, if you buy right now, you're buying at a top. An ALL-TIME "top," in fact. But I think the recovery has legs. In the past few days, Asia has let me down. These episodes are bound to happen...I'll offer just 2 suggestions, and both of them …
Your question pertains to retirement accounts. You can "transfer in kind" to other retirement funds if these items are in an IRA, or you can roll-over a 401k or 403b into an IRA. Otherwise I dunno how you can "harvest" profits without paying a 10% I…
First, I would narrow things down further, getting an answer to the question: which of these can I get with no up-front load? Or it may be that because it is a retirement 401k vehicle, the funds that would otherwise charge an up-front load simply do…
Both the Repugnants and the Demublicans (sic) do the same thing, playing with the method by which the jobless statistic is arrived at. Oh, you've been out of work for more than 6 months? Screw you, you don't count anymore. It's inconvenient for us t…
I do indeed hope he's correct about stuff. I own his DLFNX, but it's a small position--- just 2.56% of my portfolio. I like the monthly dividends, but it lately feels like the Treadmill to Nowhere, with the share price falling slowly, ever so gradua…
I won't have much more to say. I just find such a conversation frankly vapid apart from issues of equity, justice, providing for those who are unable to make it on their own, vis-a-vis the obscene, insulting riches of the uber-wealthy. The playing f…
