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Moneyrec's Member Reviews
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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
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
UNSCX - More than just Technology
WADDELL & REED ADV SCIENCE & TECH CL A
Rating:
DATE: 8/13/2010
The manager, Zack Shafran, will include in the portfolio 20-30% applied science and technology firms - firms that apply new technologies to improve their business. So, there is a much broader reach at this fund than at most other technology funds. It also lessens volatility, as the tech sector is highly volatile. There is a health-care stake that shielded UNSCX during the bear market. It may lag in a tech rally, but for my money, this fund is an investor's investment and not a gamble. Excelle ...
REVIEWER: Current Sea
VBMFX - Bad Bond Behavior
VANGUARD BOND INDEX TOTAL MARKET
Rating:
DATE: 8/6/2010
So much talk about bonds and bond funds these days
and a popular, very low cost fund is on my mind.
What to do? Yielding less than a measly 3%, investors in this fund may be looking to shift to shorter-term bonds. But, what they'll see is such depressed short-term rates, that the shift will have very little or no effect on their return. So what to do? Well, chasing performance never works and moving to a money market fund defeats your goals. Stay the course? For those who can st ...
REVIEWER: nigel juris
FRDPX - Remains a Long-Term Winner
FRANKLIN RISING DIVIDENDS CLASS A
Rating:
DATE: 8/2/2010
FRDPX has posted double-digit returns last year and that is better than its from inception average and better than the overall domestic market.
The fund is required to own stocks that have a 10-year history and this is important to note, as owners or potential investors may assume that the possible increase of companies paying dividends in response to lower taxes won't affect it.
What may strike us as a volatile fund is actually very consistent in its buy and hold str ...
REVIEWER: Trade It
PCY - Pros-Cons Emerging Market Investing.
POWERSHARES EMERGING MARKETS SOVEREIGN DEBT.
Rating:
DATE: 7/27/2010
An emerging market ETF that owns only United States dollar-denominated bonds, so there is no currency exposure and it improves the liquidity of the portfolio. Currency exposure can be risky but if the dollar turns it is not favorable. I have to emphasize that investing in emerging markets is risky and should only be a small percentage of most folks' portfolios, but this is a low cost way to get exposure. The funds average credit rating is below investment grade (the fund tracks emerging market ...
REVIEWER: Trade It
BND - Separate Share Class of Most Established Bond Fund
Rating:
DATE: 7/25/2010
For diversified, fixed-income exposure this is the etf I chose. High credit-quality bonds, low cost to me, one-stop shop to get into the investment-grade bond market.
Another thing I was told is that is a separate share class of a large-bond mutual fund and it has lower tracking error than its competitors.
...
REVIEWER: bilow
PTTAX - Always a Standout
Rating:
DATE: 7/22/2010
16% of all taxable bond fund inflows, flowed into PTTAX in the past year.
Bear in mind, Gross (who is a whiz of a manager) can't manufacture good returns when the tide changes and change it will, according to Gross himself.
Still, if things get rocky best to have your money managed by the best in the business. ...
REVIEWER: Von1969
VTMSX - Small Caps Without the Tax Concerns
VANGUARD TAX MANAGED SMALL CAP INVESTOR
Rating:
DATE: 7/20/2010
This fund has been performing with just a bit better than middling results. Still, the 10 year
is about 5 1/2% trailing return.
I bought it because it is tax efficient and the managers keep it that way by selling some stocks at a loss to offset capital gains. Fees are also low. There are detterents to sell-offs which can cause a taxable event and they are 1) minimum, initial purchase is $10,000 and a 1% redemption fee if you sell it before owning it for 5years or longer. ...
REVIEWER: Mind&Heart34687
BOPAX - Overlooked!
BB&T SPECIAL OPP EQUITY FD CL A
Rating:
DATE: 7/15/2010
I've overlooked this large growth mutual fund.
Its 5-year, trailing performance is an excellent 5.12% placing it at the number 3 spot in its category. Almost 11% of the portfolio are Federal Treas. Obligs. and Akami Technolgies takes second place at almost 5%. Morningstar rates this fund 5 stars and I would too, if it didn't have a front-load. ...
REVIEWER: Current Sea
SCUIX - Strong Stock Selection at its Best
Rating:
DATE: 7/12/2010
This is a solid, feet-on-the-ground fund managed by a skilled manager who managed to keep volatility low and returns high.
A small cap fund to consider for consistent, good performance. It is what is called an all-weather fund. In other words, no matter which way the wind blows in the stock market, this fund has had no problem with good performance.
...
REVIEWER: Hawk
IWM - Ideal for Shorting
ISHARES TR RUSSELL 2000 INDEX FD
Rating:
DATE: 7/7/2010
The most liquid small-cap ETF maybe ideal for shorting, at this time, since the buzz is that large-caps are less expensive than small-caps right now. The Russell 2000 covers 2000 of the smallest stocks and the most well-known and efficient of the small stock indexes. This ETF has a low ER of .24%. Good way to get small-cap exposure.
...
REVIEWER: nigel juris
UMBWX - Good and Predictable
Rating:
DATE: 7/6/2010
A predictable and low-risk offering is good for retirees.
Consistently good returns and low turnover and manager has been with the fund since 1993. ...
REVIEWER: GaryDBR
MSFT - Going Down, Down---
Rating:
DATE: 6/30/2010
Along with the rest of the market, especially the tech sector.
I see pricing as an issue, going forward because of regulations. The pressure due to the rapid growth of notebooks and emerging markets is on for windows.
Last, but not least, cloud computing.
Has Microsoft had its day in the sun?
...
REVIEWER: Eurodealer
UMBIX - One of a Kind
COLUMBIA VALUE AND RESTRUCTURING
Rating:
DATE: 6/28/2010
Columbia Value can be a roller coaster ride to say the least. One year it is at the bottom of its large value category in ranking; the next year, it soars to the top. This has been a regular pattern. But if you are thinking long-term, its 15 year trailing return is 10.18% putting in the number 1 spot.
Because of the fund's below average yield and the fact that it is often out of step with the market
means this will not be suitable for anyone does not like the ride. ...
REVIEWER: vespucci1490
EKOAX - New Look
Rating:
DATE: 6/24/2010
well, new in the past three years and time for the new manager,Aziz Hamzaogullari to prove he has the stuff to run a fund with success. The fund's 3 year return through October, 2009 tops the S&P 500 Index by 8.3% and in the large-growth category of funds it ranks #1.
The overall strategy is to find companies with the potential to deliver strong returns on invested capital with above average growth for the long-term.
I would give the fund 5 stars, but I think the ER of 1.39% is too h ...
REVIEWER: nigel juris
GE - Solid Giant
Rating:
DATE: 6/21/2010
Worth of another review, GE is the leader in all of the markets in which it competes. The company has enormous amounts of cash to invest in business expansion and has very low barriers when entering into a new market. Also, it is no small thing that the economic stimulus package encourages activity in markets that GE supports.
Although GE is vulnerable to economic downturns, the strength of its management team has led to value to its shareholders. ...
REVIEWER: GaryDBR
PARSX - Fund with a Heart
Rating:
DATE: 6/17/2010
This 5 year-old small cap fund has a 7% annualized gain since inception.
Management is responsible for the fund's good fate. Jerome Dodson seeks out companies with enduring competitive advantage and good, solid management. He looks for values.
Although a new fund, Panassus has exercised this strategy for 25 years with conviction and excellent results.
The fund uses environmental and social screens to find companies, that care for the environment, treate their employees ...
REVIEWER: GaryDBR
HYFAX - A Safer High-Yield Fund
HARBOR HIGH YIELD BOND FUND INSTITUTIONAL CLASS
Rating:
DATE: 6/15/2010
Retail shares are pricey, but if you can get into the institutional shares it could be a worthy option to consider.
More defensive than its competition, and I don't mind a little more caution in a high-yield fund.
Holds more cash than its peers and has about 16% of below B bonds vs. the competitions' average of 20%.
31% gain last year is very nice, but it lags behind other high-yield funds. That is okay with me, like I said, safety counts. ...
REVIEWER: Eurodealer
VWO - Cheapest and the Best
Rating:
DATE: 6/7/2010
I like this ETF for its simplicity and it is the cheapest of its kind, around.
Although, still very volatile, emerging markets are a must for a well diversified portfolio and Vanguard knows how to track an index. ...
REVIEWER: bearhugger
Advisor-Sponsor Connect
 Institution |
Investment |
|---|---|
| Domini Funds | DOMINI SOCIAL EQUITY |
| Buffalo Funds | BUFFALO BALANCED FUND |
| Diamond Hill Funds | DIAMOND HILL LARGE CAP CLASS A |
| Driehaus Capital Management | DRIEHAUS INTERNATL DISCOVERY |
| Ariel Mutual Funds | ARIEL FUND |
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 |
