Hedge fund-like mutual fund: SWHEX

brewer12345 · 11-01-2005, 09:34 AM

I got a mailer from Schwab last night about a long-short hedged equity fund they are pushing now. Shortish track record and ugly expense ratio, but they have generated a pretty nice return without anything like full market volatility. Interesting...

Nords · 11-01-2005, 01:05 PM

Quote:

Originally Posted by brewer12345

I got a mailer from Schwab last night

Well, that's half the problem right there.

Quote:

Originally Posted by brewer12345

I got a mailer from Schwab last night about a long-short hedged equity fund they are pushing now. Shortish track record and ugly expense ratio, but they have generated a pretty nice return without anything like full market volatility. Interesting...

With an ER like that it's the down market volatility I'd be worried about. And I bet they don't want to discuss 2001-2002!

Gosh, it's been a couple years since Schwab's invited me to one of their high-pressure sales pitches investor seminar dinners...

brewer12345 · 11-01-2005, 01:29 PM

Oh, I'm not likely to run out there and dump $100k into their fund, I just thought it was an interesting example of how rip-offs for rich dummies hedge funds are being brought down to the masses.

11-01-2005, 09:34 AM	#1
brewer12345 Give me a museum and I'll fill it. (Picasso) Give me a forum ... Join Date: Mar 2003 Posts: 9,044	Hedge fund-like mutual fund: SWHEX I got a mailer from Schwab last night about a long-short hedged equity fund they are pushing now. Shortish track record and ugly expense ratio, but they have generated a pretty nice return without anything like full market volatility. Interesting... __________________ "When caught between two evils I generally pick the one I haven't tried before." - Mae West

11-01-2005, 01:29 PM	#3
brewer12345 Give me a museum and I'll fill it. (Picasso) Give me a forum ... Join Date: Mar 2003 Posts: 9,044	Re: Hedge fund-like mutual fund: SWHEX Oh, I'm not likely to run out there and dump $100k into their fund, I just thought it was an interesting example of how rip-offs for rich dummies hedge funds are being brought down to the masses. __________________ "When caught between two evils I generally pick the one I haven't tried before." - Mae West

Thread Tools	Search this Thread
Show Printable Version Email this Page	Search this Thread: Advanced Search
Display Modes
Linear Mode Switch to Hybrid Mode Switch to Threaded Mode

Similar Threads
Thread	Thread Starter	Forum	Replies	Last Post
The Balance Mutual Fund per Mr Bogle	Hillbilly	FIRE and Money	26	04-08-2007 11:02 AM
Mutual Fund sale questions	KM	FIRE and Money	12	01-02-2007 03:46 PM
How Google almost became a Mutual Fund	mickeyd	Other topics	0	09-19-2006 02:08 PM
Anyone here a Hedge fund fan?	mickeyd	FIRE and Money	21	07-11-2006 02:10 PM
Lingo: Stock fund vs Mutual Fund	Sam	FIRE and Money	9	05-26-2006 10:44 AM

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)