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Moneyrec's Member Reviews
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NAESX - Find Comfort in Small Caps
VANGUARD SMALL CAP STOCK INDEX TRUST
Rating: 
DATE: 4/1/2010
In 2003, the fund's benchmark was changed and there are a enough mid-caps included in the index to question its performance relative to other small caps. The 10 year annualized return is 4.63%, but it puts it in the bottom third of the small blend category.
Anyway, good index fund, with the usual low, low fees, tax efficient and broad exposure. ...
REVIEWER: Brad43451
HAGAX - Overlooked Mid-Cap
Rating:
DATE: 3/30/2010
Here's a very good mid-cap growth fund that I don't hear or read about often. The manager uses a bottom-up approach based on seeking out companies that will generate accelerated growth.
This means a good amount of cyclicals are included in the portfolio. Depressed industries like semiconductors and basic materials are viable candidates for growth. Performance for the 5 and 10 year trailing places it as one of the best in its category ...
REVIEWER: savvysadie
MMM - Happy shareholder
Rating:
DATE: 3/29/2010
The greatest company, ever. I take this opportunity to sing its praises. Expanding its international focus, the company has only one way to go and that is up. ...
REVIEWER: dumbstruck!60
UTLAX - Broader Mandate. Is it better?
MORGAN STANLEY GLOBAL INFRASTRUCTURE A
Rating:
DATE: 3/26/2010
At one time the fund was called Morgan Stanley Utilities and had to keep at least 80% of the portfolio in utility stocks. NOw, only 25% is mandated to be in utility stocks. Another change is that there is no minimum on the amount of foreign stocks in the portfolio as there was in the past. Like many fund managers, the value or necessity of investing globally is not only smart, but prudent.
There are some things to consider though, and an important one is that the current management team do ...
REVIEWER: Tcon14
MFCAX - Back in the Doldrums
Rating:
DATE: 3/24/2010
This large growth fund never took off. 2009, is a big struggle. It looked hopeful as it actually did much better than most of its rivals in 2008.
2009's performance affects the long-term performance numbers and with all of the growth funds available, why bother?
High turnover. ...
REVIEWER: captainvh
VINEX - Less volatile international
VANGUARD INTERNATNAL EXPLORER INVESTOR
Rating:
DATE: 3/22/2010
The good news are the fees for this well-run international fund. Bad new, is that the minimum initial purchase is 25,000 dollars. A fund such as this, that is not a core fund - well you need a pretty good size portfolio for this to make sense.
Emerging market stakes are small in comparison to other international funds, but word is that EM stakes may go higher, going forward. Five managers run this growth fund and team leader, Matthew Dobbs makes six. And, there are 10 research anaylsts. ...
REVIEWER: GaryDBR
BPAIX - Hidden Treasure
Rating:
DATE: 3/19/2010
This small fund is well worth a look. Portfolio holds about 100 holdings that include some preferreds and bonds and cap size can vary whenever the manager sees the benefit.
Fund has outperformed in six of seven calendar years, is way ahead of the Russell 3000 value index for the trailing 3 and 5- year periods.
All caps, uses qualitative and quantitative models. Held up well in 2008. ...
REVIEWER: Eurodealer
FLPSX - Another Update
Rating:
DATE: 3/18/2010
Another Update to say that this fund has delivered stellar returns, actually the best of any equity funds for its annualized 10 year.
Joel Tillinghast is at the helm and let me say that his expertees are what makes the fund the success it is. And, keeps volatility low. Low fees and huge resources.
and ...
REVIEWER: vespucci1490
FCNTX - Growth for the Long Term
Rating:
DATE: 3/15/2010
FCNTX had been lagging behind peers in 2009 and the manager even admits to being overly cautious by not taking advantage of the big sell-of in 2008 and 2009. But it came through with shining colors and ranks almost at the top of its category for 10 and 15 year annualized return. 5 year annualized return is 5.09%.
This large-growth fund is rock solid and managed by some of the best in the industry. Continues to underweight volatile sectors and can serve as a good core fund.
...
REVIEWER: MoneyBird
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
VWELX - Still a Star
Rating:
DATE: 2/25/2010
What can I say except all good things are at Vanguard's Wellington Fund. Must be approached with a long-term goal especially since the equity strategy is about finding out-of-favor stocks. Corporate bonds are usually of the higher quality.
Fees remain low, and managers invest their own dough in VWELX.
...
REVIEWER: GaryDBR
SLMCX - Proceed with Caution
SELIGMAN COMMUNICTNS & INFO CLASS A
Rating:
DATE: 2/23/2010
One of the top in the tech category, but returns show that only a small portion of a portfolio should include SLMCX. The managers have done a great job of keeping volatility relatively low in a volatile category. Holds up well in all types of markets.
Fund returned 13.8% on average, annually, since Wick came on board in 1990. Better than its category and the broader market ...
REVIEWER: GaryDBR
VGSTX - For One-Stop Shoppers
Rating:
DATE: 2/22/2010
A fund of funds with a wider range than most moderate-allocation funds. Very diversified, low expenses and low minimum initial purchase.
11 funds in total, 62% stocks;the rest, bonds with varied duration.
10 year annualized return: 5.48% places VGSTX in the top ten moderate-allocation funds for returns.
For one-stop shoppers, this is a very good idea. ...
REVIEWER: Brad43451
CSCO - Hard Road
Rating:
DATE: 2/19/2010
Growth is daunting for companies like Cisco. This powerhouse of scale advantages and reputation has its work cut out. The pursuit of growth could have the effect of tightening margins, so profitability is at risk.
In light of this, I would stop out at 36.
...
REVIEWER: Ldiamond63
NPRTX - Underrated
NEUBERGER BERMAN PARTNERS INVESTOR
Rating:
DATE: 2/17/2010
A fund owned by my wife. A fund that is P/E focused. The manager, Mullick, will not buy stocks with P/E multiples higher than their respective industry averages. The portfolio is large cap and has come back strong after a very tough 2008. Morningstar rates it only 2 stars, but we like it better than that!
...
REVIEWER: GVauthor
BLK - Talking Huge!
Rating:
DATE: 2/16/2010
Blackrock has acquired Barclay's Global Investors and has become a huge force to be reckoned with.
People, we are talking 3.4 trillion in assets under management. Now, IShares belongs to Blackrock which commands 48% of the ETF community.
If I owned the stock, I'd hold it and expect it to double in two years. JMHO!! ...
REVIEWER: Brad43451
TEMWX - Value for the Long-Term
Rating:
DATE: 2/15/2010
A pure contrarian and at times it takes years for some of the stock picks to be worthy investments.
This is a good looong-term value fund with a consistent strategy. Has about 25% in emerging markets (I like that) and could be a great long-term complement to a growth fund ...
REVIEWER: Current Sea
FRESX - Mediocre REIT
FIDELITY REAL ESTATE INVESTMENT
Rating:
DATE: 2/12/2010
FRESX is a nice diversifier. The focus is on blue-chip REITS and the manager likes to buy REITS that take advantage of cheap property prices. Good strategy, but performance has not be anything to brag about. ...
REVIEWER: Uncle Rodrigues
BJBIX - FYI about the Manager
Rating:
DATE: 2/10/2010
Although there has been a a recent review, I thought it important to mention that the manager,
Rudolph-Riad Younes pays more attention to world's financial, political and socioeconomic issues. Younes is none too positive concerning the response of the global financial crises that began in 2007. His fund went south, when he was proved wrong, but in the broader picture, he may be more right than wrong. Younes makes sense to me when he emphasizes that the "borrow-and-spend repair was not ...
REVIEWER: vespucci1490
FSLEX - Right Direction
FIDELITY SELECT ENVIRONMENTAL SVCS
Rating:
DATE: 2/8/2010
FSLEX's board of trustees has approved a couple of changes for this fund with the intention of broadening the fund's investment policies.
Pending shareholders' approvals this fund will invest primarily in companies focused on alternative and renewable energy,energy efficiency,pollution control and more of the same - including envirnmental support services. There is even a name change being considered. Peformance has been behind its mid-growth peers, but this is an imperfect comparison. F ...
REVIEWER: Brad43451
PNC - The Right Bank
Rating:
DATE: 2/5/2010
This stock has been a real success story for me.
In the teens, I never thought it would recover so soon. Now in the fifties. Just announce the other day, that it is paying back the TARP money with minimal dilution to the current shareholders. Like any bank, though, loans will be a problem and I would not buy at the current stock price, but PNC's fee-based businesses keep the company more than afloat in hard time.s ...
REVIEWER: Hawk
Advisor-Sponsor Connect
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 |
