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Moneyrec's Member Reviews
Most Recent Reviews- Quick View
BERIX - Conservative Success
Rating: 
DATE: 9/2/2010
BERIX has remained in the top 25 of its conservative allocation category for the past 10 years. Held up well in the recent bear market, outperformed in 2009's rally and is holding strong in the choppy waters of 2010.
Low volatility
Well diversified
Strong income
This value-biased fund is the second best performer in the past decade. Combine that with low fees and expert management and you've got a real winner. 10-year trailing return is 8.58%; 5-year trailing retur ...
REVIEWER: webwoman
EXDAX - Looking for Downside Protection?
MANNING & NAPIER PRO-BLEND CNSRV TERM S
Rating:
DATE: 8/30/2010
This is it, IMHO.
The bond stake at EXDAX is currently around 70% as the very talented managers believe growth will be slow in the coming years.
More than 40 analysts are assigned to industries to review stocks. Whatever. The strategy is such that management almost always hits its mark.
Volatility is low and excellent long-term record.
10-year return is 5.8%.
...
REVIEWER: Trade It
PRGSX - Forget It
Rating: 
DATE: 8/26/2010
I changed my mind about getting in at the right time. I had no idea how shaky an aggressive growth strategy would be. I was expecting a slower and upward pace.
I'm told that this will be a good fund over time, but how much time? I may have to make a switch ...
REVIEWER: lawnguy4u
WFMI - Back on a Positive Note
Rating:
DATE: 8/19/2010
Still the largest retailer of organic and natural foods. Sales growth back in positive territory and not insignificant margin improvements.
Whole Foods comeback is stronger than many analysts expected and although I am a believer, there may be some bumps ahead as the economy struggles to recover. I noticed that in my local Whole Foods, more daily specials are being offered and coupons encouraged to keep the shoppers from drifting.
Although more traditional supermarket ...
REVIEWER: Dow Tao
CCVIX - Good Balance
Rating:
DATE: 8/16/2010
Always liked this fund. A consistent balance of protecting in a down market and good exposure in rising markets. Calamos might be the most experienced manager for convertibles.
If you are looking for better returns, expect lower grade convertibles in a rival fund. I prefer to get good returns without too much risk. ...
REVIEWER: GaryDBR
Advisor-Sponsor Connect
 Institution |
Investment |
|---|---|
| First Pacific Advisors | FPA PARAMOUNT |
| Bull and Bear Wise | PROSHARES TR ULTRA SHORT FINLS |
| Ariel Mutual Funds | ARIEL FUND |
| Accessor Funds | ACCESSOR INTERNATL EQUITY ADV CLASS |
| Buffalo Funds | BUFFALO BALANCED FUND |
Write a Review
Members have requested reviews for the following investments:
| Symbol | Name |
|---|---|
| AMT | AMERICAN TOWER CORP |
| PANL | UNIVERSAL DISPLAY CORP |
| ARTL | ARISTOTLE CORP NEW |
Write an Update
Members have requested updates for the following investments:
| Symbol | Name |
|---|---|
| QUGTX | QUAKER CORE VALUE FUND |
| WFC | WELLS FARGO |
