S**C
发帖数: 2964 | 1 FAIRX is a very good fund, with a excellent manager, and his recent move
indicates he has not yet lost his edge too much as the AUM grows, I mean,
explode. But I will be quite cautious to buy into this fund, or any equity
fund for that matter right now. In the long term, I think FAIRX will
outperform, but not as good as before because it has a pretty large AUM
right now, so it won't be as nimble.
As a shareholder, I hate Bruce kept this fund open at such a large AUM level. So I would discourage |
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h******n
发帖数: 106 | 2 t is a good fund that uses value investing method.
It does not beat S&P every year (eg, 2003).
Its performance is above average in bull market and excellent in bear market
or flat market.
Its long term return is excellent and steady.
The problem is that it is too large now so the future return may be
less.
I also recommend another one: YACKX.
Its 10-year return is comparable to FAIRX.
I have both funds. |
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s******d
发帖数: 193 | 3 搭车问一下，这两个 mutual funds (FAIRX & YACKX ) 是放到Roth IRA还是普通账户
里比较合算？
请问大家都是在哪里查这些mutual fund的 tax efficiency 呀？
谢谢！ |
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s********u
发帖数: 1054 | 4 Fairholme Fund, (FAIRX) 不在FIDELITY， 不过它的MANAGER BRUCE BERKOWITZ 是比
较生猛的。 MORNINGSTAR 选的DECADE 最佳FUND MANAGER。 FAIRX 最近把75%的
HOLDING 放到FINANCIAL SECTOR 里面去了。 你要不试一下这家。 |
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l*********e
发帖数: 7492 | 5 说说吧
俺的还是早几年版上推荐..没换过..:(
dodfx
sgiix
lsbrx
fairx
mchfx
obchx
后面俩去年跌残了..:( |
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z********g
发帖数: 105 | 7 很多美国人推荐这个基金，大家觉得怎么样？
就是开户要一万刀。 |
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V***r
发帖数: 78 | 8 What is AUM?
level. So I would discourage you or anybody to buy into this fund, :-) |
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g********x
发帖数: 4671 | 9 Yeah it's pretty weird they are still willing to absorb more capital at 10B+
level. |
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h******n
发帖数: 106 | 10 Either account is fine.
I use www.schwab.com to check tax efficiency.
It is free and you do not need to have account there.
Go to "Research & Strategies", then "Mutual Fund".
Enter the fund name, on the "Risk & Tax Analysis" page, there is
pre-tax and after-tax return.
You can also check other info like redemption fee.
It is very useful. |
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s******d
发帖数: 193 | 11 Thanks a lot for your kind reply!! |
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s********r
发帖数: 2067 | 15 FAIRX已经是20%的现金头寸了，是不是快要逼近持仓下限了？
国内公募基金的仓位下限是60%，美国这边有对应的规定么？
ETF的仓位是不是一定要始终接近100%？
谢谢指教！ |
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g********t
发帖数: 168 | 16 目前为止好像买FAIRX都要transaction fee. |
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s********u
发帖数: 1054 | 17 直接寄给FAIRX 一张支票和申请表好像不需要TRANSACTION FEE。 不过买了以后好像需
要HOLD 多少天不许卖。 |
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s********u
发帖数: 1054 | 18 我是看最近一期MONEY 杂志说的。 FAIRX是这个杂志推荐的基金之一。我估计是指EQUITY POSITION 的75%在金融里面。 我知道这家一般保持 25%的 CASH POSITION。 |
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s********r
发帖数: 2067 | 21 FAIRX已经是20%的现金头寸了，是不是快要逼近持仓下限了？
国内公募基金的仓位下限是60%，美国这边有对应的规定么？
ETF的仓位是不是一定要始终接近100%？
谢谢指教！ |
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W***n
发帖数: 11530 | 22 A Third-Quarter Mutual Fund Scorecard
By Christine Benz | 09-30-15 | 06:00 AM | Email Article
After remarkably smooth sailing for six-plus years, many investors had been
bracing themselves for volatility. They got it in the third quarter of 2015,
when a broad swath of investment types--especially stocks--took a tumble.
Worries over global growth, especially in emerging markets, was the key
catalyst for the sell-off. Although stocks had started to look shaky earlier
in the quarter, the Federal Re... 阅读全帖 |
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