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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
Thanks for insight on this issue msf, as always. Wonder who blew whistle or if it was just routine examination by SEC.
Nice article Ted. 'Cept for the math error pointed out by msf, think Gretchen Morgenson does fine job.
Wonder how widespread the…
Yes, I too always thought "moderate allocation" investors would find a -36.5% drawdown a bit hard to stomach. That said, DODBX dropped 45.8% during this time and scores a UI of 14.9. While VWELX dropped "only" 32.5% with its UI of 9.2. So, your caut…
@little5bee.
I got into TIBIX at Schwab for $100k by begging!
I like that...will have to try that sometime. My PCRA is with Schwab so I get the institutional rate, but normally TIBIX has $2.5M min. TIBAX imposes a 0.25% 12b-1 and a 4.5% max front lo…
Near term numbers pretty poor, even spending some time as a Three Alarm Fund, but across the last two full cycles, pretty strong...the fund is also now part of AMG's stable:
Here's another pretty biting commentary on EJ from Motely Fool...
Can Your Edward Jones Financial Advisor Really Serve Your Best Interests?
But the worst of EJ remains here:
Edward Jones Saga
Good discussion everyone.
OK. I thought that front-loads were paid to financial planners, brokers, investment advisors as sales commissions.
So, in this case, I thought EJ would pocket the front load on the AF (or any other loaded) fund they sold …
That's driving the costs of managing the actual money lower, though it's not clear the benefits are always being passed to investors.
I get irked each time I pass an Edward Jones store front. Each time I see an Edward Jones commercial on MLB TV.
So…
Probably worth repeating that Mr. Redleaf believes the “path to victory” for the fund’s current “intelligent value” strategy is one of two ways: 1) a significant correction from current valuations, or 2) a fully recovered economy with genuine top-li…
This one hurts.
I'm crazy about many things this fund offers ... Whitebox does a lot right by shareholders, especially compared to say houses like AQR.
But markets have simply not supported their hedges. In fact, like mentioned above, getting hurt…
OK. Just could you note...
My bad on the Alarm Rating column...basically, latest legacy Fund Alarm Ranking...HR - Honor Roll, TA - Three Alarm, ND - No Designation (ie. In between), Dash - Less Than 5 Years Old, so not ranked in legacy system.
The…
Hi again Mona.
The table basically tries to show past 12 month performance ending June. APR is basically annualized return percentage, so in this case return for past year. Yield is percent dividend trailing 12 months. MAXDD is worst pull back duri…
No changes still...virtually all in equities.
OAK jumped big time today...now up 8.2% YTD.
AIG continues to increase nicely...up 14% for year. And, BAC back on the climb. (JP Morgan good conference call today ... I like Dimon. Fingers-crossed with…
Thanks for kind words.
Hey, income funds on my mind lately, just past the 59.5 mark.
A look back at some notables this past year, sorted by APR highest to lowest:
Congratulations Bee. Thanks for sharing ... this great post and all your contributions to the board. You're a big reason I keep coming back. Take good care. c
