* MikeW: " Have you evaluated DHEIX as an option? It has an average annual return of about 4% and a MAXDD of only 0.2%. Looks like a very interesting fund. SD is only 0.7."
Hi Mike--In my taxable account, I own DHEAX, a different share class of DHEIX, and have been very pleased with it. I am not able to purchase the DHEIX share class at Schwab. I also own MWCIX and PUTIX, which I also am pleased with. My other 2 major holdings in my taxable account are DBLSX and BTMIX, but I am in the process of determining whether I want to replace them with funds that I think will produce higher total return, with slightly more risk.
* @dtconroe. Have you evaluated
DHEIX as an option? It has an average annual return of about 4% and a MAXDD of only 0.2%. Looks like a very interesting fund. SD is only 0.7.
FPA Launches FPA Flexible Fixed Income Fund The following 2 great funds SEMMX+
DHEIX invest mainly in securitized bonds (just like FPFIX) + ST duration + have better performance + better risk attributes. See this (
link) results since the inception of FPFIX
Bond Funds and rising interest rates A couple other bond funds that seem to be holding up fairly well during this rising rate environment: BSIIX, GILPX, DHEIX, ASDAX and ISIAX. They all seem to be shorter in duration and lean toward being more credit sensitive.
DHEIX - Diamond Hill Short Duration Total Return Just curious if this fund popped up on anyone's radar, as it looks pretty good for a new-ish bond fund. I found it NTF at Schwab but not Fidelity or Vanguard. Very good yield, expenses not too bad and good performance through this most recent messy market. The one-year chart looks fairly tame, too. It doesn't appear to have a low quality portfolio, either. Thoughts?
