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BRIEFLY NOTED
Eaton Vance Real Estate Fund will begin to occupy Unreal estate on May 27, 2021.. Like the Edmund Fitzgerald, the Great Lakes Bond Fund is about to enter the world of history and lore. The $84 million Great Lakes Bond Fund will be merged into the $175 million Weitz Core Plus Income Fund on July 23, 2021. Based on recent performance, it’s a clear win for the Great Lakes investors.JUNE 1, 2020
The Leuthold Group concludes, “The current rally is either the first up-leg of a new bull market or the second-largest bear market rally in the last 125 years” (5/29/2020). The key question is whether the S&P 500 closes above 3,386, its February 19 peak. We begin June at 3044 on the S&P 500, so Leuthold thinks the signal for a new bull is POSTS BY CHARLES LYNN BOLIN Inflation, Trends, and Market Manipulation. By Charles Lynn Bolin. This past week has seen some significant market turmoil as the yield on 10-year treasuries climbed quickly to 1.5% while the S&P 500 dipped 2.5% on Thursday, February 25 th. I show the Moving FUND REVEAL-- PLEASE TRY IT OUT Fund Reveal uses a 4-quadrant matrix to illustrate good/bad fund ratings with the axis centered on the S&P 500 Index. Mutual fund Average Daily Returns and Volatility parameters are plotted on the two axis system. Its higher ranking funds outperformed the S&P standard for the rating period. FIDELITY MERGES THREE FUNDS INTO OTHER FUNDS FEXPX started out in 1994 as Fidelity Export Fund, focused on companies deriving at least 10% of their revenue from exported goods and services. Aside from driving the fund toward larger companies, I'm not sure what effect this constraint had. Apparently too much, as in 1997, Fidelity broadened its charter to include multinationals. I haven't followed the fund for a long time, but it seems to MUTUAL FUND OBSERVER Mutual Fund Observer is a non-profit, non-commercial site which provides fund managers, financial advisers and individual investors with research, analysis, data and commentary on innovative, independent new and smaller mutual funds.BRIEFLY NOTED
Eaton Vance Real Estate Fund will begin to occupy Unreal estate on May 27, 2021.. Like the Edmund Fitzgerald, the Great Lakes Bond Fund is about to enter the world of history and lore. The $84 million Great Lakes Bond Fund will be merged into the $175 million Weitz Core Plus Income Fund on July 23, 2021. Based on recent performance, it’s a clear win for the Great Lakes investors.JUNE 1, 2020
The Leuthold Group concludes, “The current rally is either the first up-leg of a new bull market or the second-largest bear market rally in the last 125 years” (5/29/2020). The key question is whether the S&P 500 closes above 3,386, its February 19 peak. We begin June at 3044 on the S&P 500, so Leuthold thinks the signal for a new bull is POSTS BY CHARLES LYNN BOLIN Inflation, Trends, and Market Manipulation. By Charles Lynn Bolin. This past week has seen some significant market turmoil as the yield on 10-year treasuries climbed quickly to 1.5% while the S&P 500 dipped 2.5% on Thursday, February 25 th. I show the Moving FUND REVEAL-- PLEASE TRY IT OUT Fund Reveal uses a 4-quadrant matrix to illustrate good/bad fund ratings with the axis centered on the S&P 500 Index. Mutual fund Average Daily Returns and Volatility parameters are plotted on the two axis system. Its higher ranking funds outperformed the S&P standard for the rating period. FIDELITY MERGES THREE FUNDS INTO OTHER FUNDS FEXPX started out in 1994 as Fidelity Export Fund, focused on companies deriving at least 10% of their revenue from exported goods and services. Aside from driving the fund toward larger companies, I'm not sure what effect this constraint had. Apparently too much, as in 1997, Fidelity broadened its charter to include multinationals. I haven't followed the fund for a long time, but it seems to FUNDS IN REGISTRATION About David Snowball. David Snowball, PhD (Massachusetts). Cofounder, lead writer. David is a Professor of Communication Studies at Augustana College, Rock Island, Illinois, a nationally-recognized college of the liberal arts and sciences, founded in 1860. ARCHIVES FOR JUNE 2021 By Charles Boccadoro . Rates on US Bonds have been falling generally for more than 40 years, prompting many to coin the term: “The 40-Year Bond Bull Market.”Below is the FRED chart depicting 3-month T-Bill rates since 1940. The bond bull started in June 1981.JUNE 1, 2021
About David Snowball. David Snowball, PhD (Massachusetts). Cofounder, lead writer. David is a Professor of Communication Studies at Augustana College, Rock Island, Illinois, a nationally-recognized college of the liberal arts and sciences, founded in 1860.LAUNCH ALERT
The strategy is managed by Larry Puglia, who has run it for 26 years. The mutual fund version of the same name (TRBCX) is a five-star fund with a Silver analyst rating from Morningstar. It has $92 billion in assets. The net expense ratio for the ETF is 0.57%, lower than the 0.69% charged by the fund. FUNDS IN REGISTRATION Funds in Registration. By David Snowball. The Securities and Exchange Commission, by law, gets between 60 and 75 days to review proposed new funds before they can be offered for sale to the public. Fund companies anxious to have a new fund up and running by December 31st need to have it in the hopper by the third week in October at thelatest.
JUNE 2021 | ISSUES | MUTUAL FUND OBSERVER By Edward A. Studzinski “Look straight ahead. What’s there? If you see it as it is You will never err.” Bassui Tokusho. I’m probably not the person to weigh in on the issue of whether the indications of inflation that are surfacing in the economy are anything more than temporary as we are being told by the Chairman of the Federal ReserveBoard.
NEW MULTISEARCH SCREENS TO HELP ANALYZE IMPACT OF RISING Today on MFO Premium, we went live with several new evaluation periods to help assess the impact of rising rates, if that ever happens again.Fact is, most bond funds did not exist prior to 1981, including many of today’s largest bond funds by AUM.Vanguard’s Total Bond Market Index (VBMFX), the largest core bond fund with $302B, launchedin January 1987.
FUNDS FOR MUSLIM INVESTORS The most prominent family of sharia-compliant funds are the Amana Funds, run by the same advisor who provides the Sextant and Saturna funds. The newest entrant is the only ETF available to American Muslim investors, Wahed FTSE USA Shariah ETF (HLAL) which launched on July15, 2019.
BEST NO LOAD AND NTF FUNDS AVAILABLE AT FIDELITY I have found myself with a little extra time on my hands and took on a rather large project in my latest article on Seeking Alpha. This article begins with a comparison of Mutual Fund Observer Composite Ratings to Morningstar Overall Ratings for over ALPHACENTRIC STRATEGIC INCOME FUND FILING Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor. MUTUAL FUND OBSERVER Mutual Fund Observer is a non-profit, non-commercial site which provides fund managers, financial advisers and individual investors with research, analysis, data and commentary on innovative, independent new and smaller mutual funds.BRIEFLY NOTED
Eaton Vance Real Estate Fund will begin to occupy Unreal estate on May 27, 2021.. Like the Edmund Fitzgerald, the Great Lakes Bond Fund is about to enter the world of history and lore. The $84 million Great Lakes Bond Fund will be merged into the $175 million Weitz Core Plus Income Fund on July 23, 2021. Based on recent performance, it’s a clear win for the Great Lakes investors.JUNE 1, 2020
The Leuthold Group concludes, “The current rally is either the first up-leg of a new bull market or the second-largest bear market rally in the last 125 years” (5/29/2020). The key question is whether the S&P 500 closes above 3,386, its February 19 peak. We begin June at 3044 on the S&P 500, so Leuthold thinks the signal for a new bull is POSTS BY CHARLES LYNN BOLIN Inflation, Trends, and Market Manipulation. By Charles Lynn Bolin. This past week has seen some significant market turmoil as the yield on 10-year treasuries climbed quickly to 1.5% while the S&P 500 dipped 2.5% on Thursday, February 25 th. I show the Moving FUND REVEAL-- PLEASE TRY IT OUT Fund Reveal uses a 4-quadrant matrix to illustrate good/bad fund ratings with the axis centered on the S&P 500 Index. Mutual fund Average Daily Returns and Volatility parameters are plotted on the two axis system. Its higher ranking funds outperformed the S&P standard for the rating period. FIDELITY MERGES THREE FUNDS INTO OTHER FUNDS FEXPX started out in 1994 as Fidelity Export Fund, focused on companies deriving at least 10% of their revenue from exported goods and services. Aside from driving the fund toward larger companies, I'm not sure what effect this constraint had. Apparently too much, as in 1997, Fidelity broadened its charter to include multinationals. I haven't followed the fund for a long time, but it seems to MUTUAL FUND OBSERVER Mutual Fund Observer is a non-profit, non-commercial site which provides fund managers, financial advisers and individual investors with research, analysis, data and commentary on innovative, independent new and smaller mutual funds.BRIEFLY NOTED
Eaton Vance Real Estate Fund will begin to occupy Unreal estate on May 27, 2021.. Like the Edmund Fitzgerald, the Great Lakes Bond Fund is about to enter the world of history and lore. The $84 million Great Lakes Bond Fund will be merged into the $175 million Weitz Core Plus Income Fund on July 23, 2021. Based on recent performance, it’s a clear win for the Great Lakes investors.JUNE 1, 2020
The Leuthold Group concludes, “The current rally is either the first up-leg of a new bull market or the second-largest bear market rally in the last 125 years” (5/29/2020). The key question is whether the S&P 500 closes above 3,386, its February 19 peak. We begin June at 3044 on the S&P 500, so Leuthold thinks the signal for a new bull is POSTS BY CHARLES LYNN BOLIN Inflation, Trends, and Market Manipulation. By Charles Lynn Bolin. This past week has seen some significant market turmoil as the yield on 10-year treasuries climbed quickly to 1.5% while the S&P 500 dipped 2.5% on Thursday, February 25 th. I show the Moving FUND REVEAL-- PLEASE TRY IT OUT Fund Reveal uses a 4-quadrant matrix to illustrate good/bad fund ratings with the axis centered on the S&P 500 Index. Mutual fund Average Daily Returns and Volatility parameters are plotted on the two axis system. Its higher ranking funds outperformed the S&P standard for the rating period. FIDELITY MERGES THREE FUNDS INTO OTHER FUNDS FEXPX started out in 1994 as Fidelity Export Fund, focused on companies deriving at least 10% of their revenue from exported goods and services. Aside from driving the fund toward larger companies, I'm not sure what effect this constraint had. Apparently too much, as in 1997, Fidelity broadened its charter to include multinationals. I haven't followed the fund for a long time, but it seems to FUNDS IN REGISTRATION About David Snowball. David Snowball, PhD (Massachusetts). Cofounder, lead writer. David is a Professor of Communication Studies at Augustana College, Rock Island, Illinois, a nationally-recognized college of the liberal arts and sciences, founded in 1860. ARCHIVES FOR JUNE 2021 By Charles Boccadoro . Rates on US Bonds have been falling generally for more than 40 years, prompting many to coin the term: “The 40-Year Bond Bull Market.”Below is the FRED chart depicting 3-month T-Bill rates since 1940. The bond bull started in June 1981.JUNE 1, 2021
About David Snowball. David Snowball, PhD (Massachusetts). Cofounder, lead writer. David is a Professor of Communication Studies at Augustana College, Rock Island, Illinois, a nationally-recognized college of the liberal arts and sciences, founded in 1860.LAUNCH ALERT
The strategy is managed by Larry Puglia, who has run it for 26 years. The mutual fund version of the same name (TRBCX) is a five-star fund with a Silver analyst rating from Morningstar. It has $92 billion in assets. The net expense ratio for the ETF is 0.57%, lower than the 0.69% charged by the fund. FUNDS IN REGISTRATION Funds in Registration. By David Snowball. The Securities and Exchange Commission, by law, gets between 60 and 75 days to review proposed new funds before they can be offered for sale to the public. Fund companies anxious to have a new fund up and running by December 31st need to have it in the hopper by the third week in October at thelatest.
JUNE 2021 | ISSUES | MUTUAL FUND OBSERVER By Edward A. Studzinski “Look straight ahead. What’s there? If you see it as it is You will never err.” Bassui Tokusho. I’m probably not the person to weigh in on the issue of whether the indications of inflation that are surfacing in the economy are anything more than temporary as we are being told by the Chairman of the Federal ReserveBoard.
NEW MULTISEARCH SCREENS TO HELP ANALYZE IMPACT OF RISING Today on MFO Premium, we went live with several new evaluation periods to help assess the impact of rising rates, if that ever happens again.Fact is, most bond funds did not exist prior to 1981, including many of today’s largest bond funds by AUM.Vanguard’s Total Bond Market Index (VBMFX), the largest core bond fund with $302B, launchedin January 1987.
FUNDS FOR MUSLIM INVESTORS The most prominent family of sharia-compliant funds are the Amana Funds, run by the same advisor who provides the Sextant and Saturna funds. The newest entrant is the only ETF available to American Muslim investors, Wahed FTSE USA Shariah ETF (HLAL) which launched on July15, 2019.
BEST NO LOAD AND NTF FUNDS AVAILABLE AT FIDELITY I have found myself with a little extra time on my hands and took on a rather large project in my latest article on Seeking Alpha. This article begins with a comparison of Mutual Fund Observer Composite Ratings to Morningstar Overall Ratings for over ALPHACENTRIC STRATEGIC INCOME FUND FILING Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor. MUTUAL FUND OBSERVER … A SITE IN THE TRADITION OF FUND ALARMMenu
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CURRENT COMMENTARY
NOVEMBER 1, 2020
AND NOW WE WAIT.
I’m writing this less than 48 hours before the end of the most divisive and likely most consequential presidential election in a hundred or a hundred and fifty years. (It depends on your view of the sea change enacted in 1932 or the tumult of 1860.) I am exceptionally distracted by the unfolding events. In general, I have faith that things will work out okay. People are, on the whole, sensible when not terrified. And, while many of our fellow citizens _are_ terrified – in part because conditions in many parts of the country are unremittingly hard and, in part, because political parties have learned that it’s in their best interests to enflame our worst fears – we have an okay track record of tempering our fears with Continue reading →OUR MISSION
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We are non-profit, non-commercial, independent and accessible. Our special focus is on innovative, independent new and smaller funds. MFO’s mission is to provide readers with calm, intelligent arguments and to provide independent fund companies with an opportunity to receive thoughtful attention even though they might not yet have drawn billions in assets. Its coverage universe has been described as “the thousands of funds off Morningstar’s radar,” a description one fund manager echoes as “a Morningstar for the rest of us.” WHAT THE OBSERVER PROVIDES A monthly commentary,
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Profiles of funds you ought to know more about. We ask three questions to start: * Is there any reason this fund should even exist, other than because the manager needs a job? * Is there any reason to believe that the manager can execute thestrategy?
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If we find satisfactory answers to all three, we start digging through the public record, proceed to speak with the managers and end up defending a judgment. Rich analytics focusing on risk, as well as rosters of distinguished and disastrous funds. A lively discussion board , whose active members are diverse, lively, passionate …and occasionally hilarious. SIGN UP FOR THE MAILING LIST If you wish to be notified when Mutual Fund Observer is updated, please subscribe to our mailing list by filling out this form:Email Address *
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