What the Pros Say
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Moneyrec's Member Reviews
Most Recent Reviews- Quick View
LLINX - My Update
Rating: 
DATE: 3/11/2010
Always liked Longleaf. The managers of the funds invest large amounts of their personal money.
LLINX is a buy and hold strategy, and as has been said in the past, a unique strategy - willing to go against the grain. A ten year total return of
8.03% places in the number 2 slot in its category, Foreign large blend.
Latest news is that the fund's advisor has dropped it management fee, but I still think the the ER is too high.
The other news is that the fund in now unhedge ...
REVIEWER: FundRat
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
Advisor-Sponsor Connect
 Institution |
Investment |
|---|---|
| Aquila Funds | AQUILA ROCKY MOUNTAIN EQUITY CL A |
| IMS Capital Management | IMS CAPITAL VALUE |
| First Pacific Advisors | FPA PARAMOUNT |
| Quaker Funds | QUAKER STRATEGIC GROWTH CLASS A |
| Nicholas Funds | NICHOLAS FUND |
Write a Review
Members have requested reviews for the following investments:
| Symbol | Name |
|---|---|
| MR | MINDRAY MED INTL LTD SPONSORED ADR |
| IYH | ISHARES TR DOW JONES U S HEALTHCARE |
| WAIOX | WASATCH INTERNATIONL OPPORTUNITIES FD |
Write an Update
Members have requested updates for the following investments:
| Symbol | Name |
|---|---|
| BEAS | BEA SYSTEMS INC |
| BOGLX | BOGLE INVST MANGMT SM CAP GRWTH-INVEST |
| VICEX | VICE FUND |
