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Moneyrec's Member Reviews
Most Recent Reviews- Quick View
DHSCX - Patience Pays Off
DIAMOND HILL SMALL CAP CLASS A
Rating: 
DATE: 9/7/2010
As I said in my other review, this fund requires patience. It should be considered by those looking to invest in small caps for the long-term.
Diamond Hill has one of the best reputations for treating fundholders right. Add that to this being one of the best small value funds you can buy and you've got a winner. ...
REVIEWER: Dow Tao
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
Advisor-Sponsor Connect
 Institution |
Investment |
|---|---|
| Quaker Funds | QUAKER STRATEGIC GROWTH CLASS A |
| Navellier | NAVELLIER MILLENNIUM INTERNTL GROWTH PORT |
| Nicholas Funds | NICHOLAS FUND |
| Baron Funds | BARON ASSET |
| Turner Funds | TURNER MID CAP EQUITY FUND INVE |
Write a Review
Members have requested reviews for the following investments:
| Symbol | Name |
|---|---|
| IVWAX | IVA WORLDWIDE A |
| MOBE | MOBILITY ELECTRONICS INC |
| AMT | AMERICAN TOWER CORP |
