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Moneyrec's Member Reviews
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MDLOX - Caution Counts
BLACKROCK GLOBAL ALLOCATION CL A
Rating: 
DATE: 6/3/2010
Caution on the part of the fund's managers had investors feeling a bit uncomfortable with lagging performance, so far, this year as compared to other world-allocation funds.
Management is not afraid to go down its own road - the goal is to have this fund as a long-term anchor. Its stellar 3,5 and 10 year performance record is at the top of the heap. 10 year annualized performance is 7.95%.
My suggestion here is use this as a core holding. I don't see it's role in an already diversi ...
REVIEWER: Eurodealer
VCVSX - Open for Newcomers
VANGUARD CONVERTIBLE SECURITIES
Rating:
DATE: 6/1/2010
New investors are now welcome.
VCVSX avoids convertible preferreds which carry interest-rate risk. The manager also concentrates of high-quality bonds.
Over the long-term, the fund's 4.5% has put it in the top of 25 of its category is owed to manager, Keele's ability to site undervalued bonds.
Good supporting player with a low pricetag. ...
REVIEWER: nigel juris
IBND - The First
SPDR BARCLAYS CAPITAL INTERNATIONAL CORPORATE BOND ETF
Rating:
DATE: 5/27/2010
The first international corporate bond fund ETF.
The ETF is 90% unhedged exposure to euro-dominated debt.
Investment grade only,an average yield of 3% and a .55% annual ER(seems a bit high to me).
This is of interest to those seeking out country and interest-rate diversification.
Top country weightings are Germany (18%), United States (17% - this group is U.S. corporate bonds not denominated in the United States), France (12%), France (12%), United Kingdom ...
REVIEWER: Current Sea
MWHYX - Met West for High-Yield Bonds
METROPOLITAN WEST HIGH YIELD BOND CL M
Rating:
DATE: 5/25/2010
With the popularity of high-yield bonds, MWHYX has had much of the spotlight.
Since it is unlikely to sustain the success its
huber-performance of 2009, management has pulled back on some of the risk by reducing the amount of low-quality bonds in the portfolio. 5 year total return ranks it number 4 in its category with return of 7.89%. ER is now capped at .80 ...
REVIEWER: nigel juris
NEWFX - Satisfied with Growth
AMERICAN NEW WORLD FUND CLASS A
Rating:
DATE: 5/20/2010
I've been satisfied with this growth fund. Very good returns in the long-term. And good returns are managed without big risks. I also like that the expense ratio is low. ...
REVIEWER: Uncle Rodrigues
EXAS - EXAS
Rating:
DATE: 5/18/2010
Exact Sciences developed a proprietary DNA-technology for detecting cancer.
I bought it at 1.50 per share and think it will go to 10.
Von ...
REVIEWER: Von1969
SEQUX - SEQUX can be had--
Rating:
DATE: 5/17/2010
I recently read somewhere that this excellent;albeit, always closed fund can be bought into as a first-time investor in the fund. Schwab, Vanguard and some others will sell it to you for a transaction fee. The fee will mean nothing when holding this fund for the long-term and the fund's fees are low. IOW, the transaction fee would not deter me from buying this fund. It can be a bumpy ride, but over the long-term, the performance is outstanding. 15-year, total trailing return is 10.53% about as ...
REVIEWER: GaryDBR
PTWAX - I'm 50/50 on 20/20
Rating:
DATE: 5/12/2010
Two managers. One an expert growth investing and the other an expert in value investing. Each picks 20 stocks; hence, 20/20. The idea is that the value/growth strategy will help the fund perform well in a variety of market conditions.
Historically, this strategy has worked and the fund has a very good long-term record, but because there are only 40 stocks in the portfolio, each stock has a significant impact on the fund. YTD,doing very badly as compared to other domestic stock funds and ...
REVIEWER: Ldiamond63
LSBRX - Fearless Leader
Rating:
DATE: 5/10/2010
The fund managers are currently taking credit-risk instead of interest-rate risk as they believe the bond market is on an upward trend.
Some believe that these are the best managers in the business and the sterling long-term record is the proof. This is a bold and,in my perception, fearless fund, but the gods are certainly with these guys with a ten year, trailing total return of 9.11%. Be advised, down-markets can bring LSBRX down to earth, but the long-term strategy is the key. ...
REVIEWER: MoneyBird
BKC - Stock looking good enough to eat?
Rating:
DATE: 5/7/2010
Burger King is looking good to buy at the 18 to 19 dollar level.
BK has not been doing too well and it is aiming at turning that around by improving average restaurant sales. Not an easy thing considering the competition. The opportunity I see is expanding in established markets, overseas and I suspect the company is eyeing that prize. Even with challenges, BK produces stable cash flow because of long-term franchisee loyalty and rent. So, I may pick up some BK, myself today (stock ...
REVIEWER: Brad43451
RTR - A better way to play- International Investing
Rating:
DATE: 5/6/2010
I was just introduced to this and other RevenueShares ETFs and I am very impressed with the logic of weighting by revenue and not market cap. There is alpha in this approach and it will benefit my portfolio. I like the ADR because of the overweighting of China. The MSCI EAFE is not representaive of world GNP output. This is a better way to play the international markets. WG 88 ...
REVIEWER: WG86
ARGFX - Value That Pays Off
Rating:
DATE: 5/6/2010
This bold fund requires patience. Those with a very long-term horizon may consider it as a core fund. Sort of a set it and forget fund. The 10 and 15 year returns beat the market and almost all of the other funds like it in the mid-cap blend category. Smaller caps and
a concentrated portfolio will assure the fundholder of a bumpy ride at times. ...
REVIEWER: Tcon14
BIIB - My Best Stock
Rating:
DATE: 5/3/2010
Biogen stock has gone from 6 dollars to 60 in a year's time. My broker thinks it will double, but I don't want to get too greedy. What a problem, right LOL! Two successfully marketed drugs made Biogen and the company is cash-rich. More products in the pipeline. Great stock, best of my life! ...
REVIEWER: larey002
FSTMX - Do Investments Bore You?
FIDELITY SPARTAN TOTAL MARKET INDEX INV
Rating:
DATE: 4/28/2010
Wanted to bring to everyone's attention because if you want just one fund to do all the work this is an idea worth considering.
My nephew owns it and since he is not very savvy, investment-wise and does not really want to be bothered with investments, his friend, an accountant and estate planner, recommended this fund. Expenses are very cheap and it is diversified. Performance is not the best, but respectable. ...
REVIEWER: play doughie
DEFIX - Sleeping Giant
Rating:
DATE: 4/26/2010
Delafield is a sleeper, but among fund afficionados
the buzz is all about how DEFIX managed to outperform almost all of its rivals and the Russell
Mid Val Index.
And, it is not because the fund plays it safe, just the opposite as the fund carries more debt than its rivals, also. The managers at Delafield have built their careers around accurately identifying companies where change is happening in a positive way.
This mid-cap value fund ranks #1 in annualized perfo ...
REVIEWER: Ldiamond63
PTTRX - Bond fund cannot be beat
Rating:
DATE: 4/21/2010
I've been revisiting top-notch funds and fund companies. So can't leave out PTTRX
5,10,15 year performance - excellent.
7.37%;7.73%;7.75%, respectively at the very top of its category of intermediate-term bond category. I will repeat that Bill Gross' management is the gold standard.
The oddball mortgage market has challenged Gross and his team, but who better to meet the challenge
...
REVIEWER: savvysadie
VWO - Still the best emerging market option for an individual investor
Rating:
DATE: 4/21/2010
It's been said before, but I'm doing this review to drive home that I think this is one of the best emerging market options out there for the individual investor. Vanguard is the the leading index tracker and the fees are lowest as compared to any other EM etf available.
It is also very liquid and it is Vanguard. ...
REVIEWER: savvysadie
APPLX - Socially Responsible with Appleseed
Rating:
DATE: 4/19/2010
Mandates or no, Appleseed has gained almost 9 1/2% since its beginnings in 2006.
Simply the very expert managers at this fund screens for socially responsible companies and looks only at companies with strong balance sheets and good returns
and whose stock is trading at a deep discount.
Four out of five of the team must approve the stock before it is purchased. Stock picking can make for a somewhat volatile fund, so I would have to expect a few bumps along the way. How ...
REVIEWER: Ldiamond63
VHCOX - First Rate Core Fund
VANGUARD CAPITAL OPPORTUNITY FUND
Rating:
DATE: 4/15/2010
Still has one of the best long-term records in the world of funds since its inception, 1984.
Used to be mid-cap, until 2 years ago when it became a large-growth offering. Still, the portfolio will hold a substantial amount of small and mid caps.
Top-of-the-line management team, very low fees and the best performance in its large-growth category. 5 year trailing; 8.42% make this fund a first rate core holding
...
REVIEWER: Dow Tao
IJH - Mid-Cap Gold Standard ETF
ISHARES TR S&P MIDCAP 400 INDEX FD
Rating:
DATE: 4/14/2010
For a U.S. equity mid-cap exposure index fund, IJH hits the spot.
Mid-caps have historically returned a bit of premium over larg-cap stocks. Thought I'd mention this. It tracks an index allows for market cap exposure, erroring on the side of quality and minimal holdings overlap.
Icing on the cake: .21% EO. Lowest in its category.
...
REVIEWER: GoldStandard
BLUEX - I've Had Enough
Rating:
DATE: 4/12/2010
I am out of patience. I felt compelled to hang in, but this fund has been the doldrums like forever.
Up this year, YTD, but I am tired of my growth investments never growing enough.
...
REVIEWER: Dow Tao
UHT - Healthcare REIT
Universal Health Realty Income Trust
Rating:
DATE: 4/9/2010
Annual health-spending growth and an aging population is a good reason to look into UHT and other healthcare REITS.
Demographics remain favorable and sticky-tenant is a proven. I think the stock will go to mid 70's
...
REVIEWER: Dow Tao
FBALX - More about Fidelity Balanced
Rating:
DATE: 4/8/2010
Fidelity is now using the multi-manager approach and it could make things very different at this fund. The same team runs Fidelity Contrafund and judging from the results, the change makes me uneasy.
Still. a year to date 5.26, so I am not selling, but only watching. ...
REVIEWER: vic4x006
BUFMX - Still a Good One
Rating:
DATE: 4/6/2010
Value conscious and that is a good thing. The fund's cash stake at the moment is about 10%, which if fine and the highest it has been since 2005. The managers take care in how they will invest.
Low expenses, especially for a small fund and low turnover making it OK for a taxable account. Likes the tech sector which can be hairy, but performance sums it up with a 5 year trailing of
6.60%. ...
REVIEWER: Current Sea
EPD - Good Limited Partnership
ENTERPRISE PRODUCTS PARTNERS L.P.
Rating:
DATE: 4/5/2010
One of the rare master limited partnerships with good liquidity and good asset base.
Built to withstand tough markets and maintains solid growth. Distributions to holders are substantial.
Steady cash flow and revenue from the transportation and storage of oil ...
REVIEWER: Ldiamond63
Advisor-Sponsor Connect
 Institution |
Investment |
|---|---|
| Ariel Mutual Funds | ARIEL FUND |
| Aquila Funds | AQUILA ROCKY MOUNTAIN EQUITY CL A |
| Weitz Funds | WEITZ PARTNERS VALUE |
| Hennessy Funds | HENNESSY CORNERSTONE GROWTH |
| Highland Funds | HIGHLAND EQUITY OPPORTUNITIES CL A |
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 |
