What the Pros Say
Market News and Expert Views
View 1-25 26-50 51-75 76-100 Display RECs I'm In Most recent REC Most recent REC posted in
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Moneyrec's Member Reviews
Most Recent Reviews- Quick View
TIP - The Way to Buy TIPS
ISHARES TR U S TREAS INFLATION
Rating: 
DATE: 3/8/2010
For TIPS this is the one. Inexpensive, owns only inflation-protected Treasuries, backed by the full faith and credit of the U.S.government.
Also, it is the preferable way to buy TIPS as I see it. Investors who buy individual bonds face a tax bill on inflation-adjustment. Not so here.
...
REVIEWER: Tcon14
FICSX - Too Many Negatives
FIDELITY ADVISOR INTL SMALL CAP CL C
Rating:
DATE: 3/4/2010
Uncomfortable management changes and too much weighted in Japan. The fund has had dismal returns, relatively speaking, in the 3 and 5 year
performance categories. There has been doubt about Fidelity's international, small-cap abilities. Fees way to high for the retail shares. ...
REVIEWER: savvysadie
ARBFX - Good Long/Short
Rating:
DATE: 3/4/2010
Fund lowered its expense ratio enticing me to take another look. The average long/short fund charges 2%. ARBFX lowered its expense ratio for retail shares to 1.69%.
Nice small asset base gives the managers the ability to use small and micro caps.
Even in a difficult time for deals to be made, this fund returned 10% last year. To boost returns at the fund, the managers write call options on target stock to capture premium income. ...
REVIEWER: GaryDBR
HIPAX - High Fees
HARTFORD INFLATION PLUS CLASS A
Rating:
DATE: 3/1/2010
Thought I'd write a little about fund that does not get a lot of press. I always like to get the scoop on funds that hedge against inflation.
HIPAX must hold at least 65% in TIPS and there were times that the fund held 90% in TIPS. The rest of the portfolio varies and gives the managers the flexibility to do what they deem best for the other 35%. Manager, Hendricks has recently scaled back on short dated TIPS; his feeling, that near-term inflation is not happening. This fund did rather ...
REVIEWER: captainvh
VWELX - Still a Star
Rating:
DATE: 2/25/2010
What can I say except all good things are at Vanguard's Wellington Fund. Must be approached with a long-term goal especially since the equity strategy is about finding out-of-favor stocks. Corporate bonds are usually of the higher quality.
Fees remain low, and managers invest their own dough in VWELX.
...
REVIEWER: GaryDBR
Advisor-Sponsor Connect
 Institution |
Investment |
|---|---|
| Quaker Funds | QUAKER STRATEGIC GROWTH CLASS A |
| Baron Funds | BARON ASSET |
| Hennessy Funds | HENNESSY CORNERSTONE GROWTH |
| Bull and Bear Wise | PROSHARES TR ULTRA SHORT FINLS |
| Turner Funds | TURNER MID CAP EQUITY FUND INVE |
Write a Review
Members have requested reviews for the following investments:
| Symbol | Name |
|---|---|
| WAIOX | WASATCH INTERNATIONL OPPORTUNITIES FD |
| PACE | AMPACE CORP |
Write an Update
Members have requested updates for the following investments:
| Symbol | Name |
|---|---|
| BOGLX | BOGLE INVST MANGMT SM CAP GRWTH-INVEST |
| VICEX | VICE FUND |
| POT | POTASH CORP SASK INC |
