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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
@davidrmoran. Ha! Yes, after being heavy for years in BAC (big win) and FAAFX (massive disappointment), reached a level where I'm happy to make just to make a steady return. AKA ... risk averse. Even then, I know low vol does not always mean low ris…
Recently initiated holding in ZEOIX and added to IOFIX. Plus, recently picked up GE at under $13 ... it had a really good day today (ha). Own just three mutual funds currently: SIGIX, ZEOIX, IOFIX. Plus MINT.
It's painful to see $QMNIX, $QSPIX and $QLEIX get crushed over the past couple of months. Seems like they got caught up in the massive short squeeze.— Samuel Lee (@svrnco) June 22, 2018
Grandeur Peak, recommended strongly by David (and Sam), continues to be an MFO Top Fund Family. All seven of its funds have beaten their peers handsomely since launch. Its two open funds, Global Stalwarts (GGSOX) and International Stalwarts (GISYX),…
Thanks Junkster! Yes, openice has been working hard on the Holbrook profile. I've stayed heavy in IOFIX, despite your cautions ... which I'm always sensitive too. But sounds like you've stayed in too, even with the aum increase, so that makes me fee…
Nice msf, thank you. I did have a Schwab checking account for years, and a CC if I remember. I do think we need to looking for higher savings/checking interest rate giving the rise in fed rates lately. Hope all is well, c
@Ben.
The MFO Risk is relative max volatility (of STDEV, DSDEV, Ulcer) versus that of SP500 ...
POPFX is still an equity fund. But, of those, it has about as low a volatility as it gets without holding large cash or bond allocation.
c
The thrill of gathering assets at hedge fund expense ratios. Gotham averages 2.5% er. Half charge more than 3%. But Gotham's been winning since launch. 20 of 21 funds have handsomely beaten their peers. This year, however, they have generally follow…
We will soon have CEFs in the rating system. So, can't yet quickly pull-up numbers, but I seem to remember both PDI and PRY have substantially higher vol than IOFIX. c
Thank guys. As usual, bee is pointing the way. The MAXDD since inception for GTSOX is -11.2, which occurred 9/2011. Our premium site computes risk and performance metrics for 21 display periods, including "Life" or since inception (back to 1/1960, a…
chip has updated our Search Tools page with latest ratings through month ending March. The main site tools include Miraculaous MultiSearch, Risk Profiles, Fund Alarm, Dashboard of Profiled Funds, and Great Owls. They are updated quarterly.
222 US mutual funds and ETFs were launched in first quarter: 90 ETFs, 87 index, 53 fund of funds, 7 socially conscious. Vanguard's six new "actively managed" quant ETFs all performed well out of the gate. Click on table below to enlarge ...
Here's larger list ... have inquiry into Lipper, which shows them as having separate portfolio id number from the legacy funds of same name:
FAPCX Fidelity International Capital Appreciation K6
FBCGX Fidelity Blue Chip Growth K6
FCLKX Fidelity Larg…
Some fund houses appear to be launching old funds as "new" funds with what seems to be a "clean share" designation ... but not as another share class associated with previous fund. Examples: Fidelity Contrafund K6 (FLCNX) and Fidelity Low-Priced Sto…
Of the 128 alternative & mixed asset funds launched this year, here are the top performers in each: Arabesque Systematic USA (ASUIX), Measured Risk Strategy I (MRPIX), Gotham Master Long (GMLFX), GMO Climate Change III (GCCHX), DoubleLine Shille…
There have been 555 US mutual fund and ETF launches this year. Of the 94 global & international equity funds, here are the top performers in each: AlphaCentric Global Innovations I (GNXIX), Artisan Thematic (ARTTX), Davis Select Worldwide (DWLD)…
I experienced total lack of transparency from the fund firm's CEO when its risk parity fund went south ... they stopped publishing their monthly summary and only resumed after things had recovered. My inquires went from supportive initially to essen…
Even the bear market deviation metric (Identifying Bear-Market Resistant Funds During Good Times) is little help since there have been no bear market months, which M* defines as a 3% drop in S&P. It's been 21 months since last sighting, Jan 2016…
October marked 12th consecutive month with no annualized drawdown or downside in S&P 500 total return. Last time that happened was February 1959, nearly 60 years ago ... a time of Eisenhower, Alaska, Hawaii, and The Space Race.
Glancing over AQR's 38 funds, I'll add that their out-performance tends to be more in Alternative and Mixed Asset categories rather than International and US Equity. So far anyway.
Here's a comparison of fund family stats for AQR and Vanguard, keying on Mr. Rekenthaler's recent article ... AQR has fared pretty well since inception, especially given most of its funds are non-index (click image to enlarge, ASC means All Share Cl…
Right. ALMGX was not listed in David's essay. I was just keying on the impressive start of Alambic's line-up. Good? Only ALAMX is a Terrific Two. The other three are younger. c
