Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Re: Wellington and Wellsley
Old 03-17-2006, 06:43 PM   #21
Full time employment: Posting here.
 
Join Date: Oct 2003
Posts: 961
Re: Wellington and Wellsley

The expense ratio for OAKBX was over 1%. As of fiscal year ending September 30 of each year.

1996...2.50%
1997...1.50%
1998...1.31%
1999...1.18%
2000...1.24%
2001...0.98%
2002...0.96%
2003...0.93%
2004...0.92%
2005...0.89%

- Alec
__________________

__________________
ats5g is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Re: Wellington and Wellsley
Old 03-17-2006, 06:45 PM   #22
Moderator Emeritus
Nords's Avatar
 
Join Date: Dec 2002
Location: Oahu
Posts: 26,616
Re: Wellington and Wellsley

Quote:
Originally Posted by ats5g
The expense ratio for OAKBX was over 1%. As of fiscal year ending September 30 of each year.
That must be the only mutual fund in America that lowered its expense ratio over the last few years. Whatta buncha losers.

Whatever you said to them when you sold your shares, Laurence, it sure worked!
__________________

__________________
*
*

The book written on E-R.org, "The Military Guide to Financial Independence and Retirement", on sale now! For more info see "About Me" in my profile.
I don't spend much time here anymore, so please send me a PM. Thanks.
Nords is offline   Reply With Quote
Re: Wellington and Wellsley
Old 03-17-2006, 08:13 PM   #23
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
cute fuzzy bunny's Avatar
 
Join Date: Dec 2003
Location: Losing my whump
Posts: 22,697
Re: Wellington and Wellsley

Hey, I'm not a moron again! I had the fund in 2000-2001 IIRC. I remember looking at it and saying "good performed, but dodbx is just as good and (I think) .54% ER'...and a couple of others looked good and were cheaper.

Then I was vanguardized and now anything over .25 looks way too spendy to me
__________________
Be fearful when others are greedy, and greedy when others are fearful. Just another form of "buy low, sell high" for those who have trouble with things. This rule is not universal. Do not buy a 1973 Pinto because everyone else is afraid of it.
cute fuzzy bunny is offline   Reply With Quote
Re: Wellington and Wellsley
Old 03-17-2006, 08:31 PM   #24
Thinks s/he gets paid by the post
Spanky's Avatar
 
Join Date: Dec 2004
Location: Minneapolis
Posts: 4,046
Re: Wellington and Wellsley

Fido's index funds (Total Market, Total International) have very low ER (0.07% for advantage class and 0.1% for investor class). Advantage class requires an investment of $100K.
__________________
May we live in peace and harmony and be free from all human sufferings.
Spanky is online now   Reply With Quote
Re: Wellington and Wellsley
Old 03-17-2006, 08:37 PM   #25
Full time employment: Posting here.
 
Join Date: Oct 2003
Posts: 961
Re: Wellington and Wellsley

Well geez, I would hope OAKBX lowered their expense ratio given the massive asset increase.

9/30/1997 33,462,513
9/30/1998 57,745,855
9/30/1999 60,317,591
9/30/2000 54,935,837
9/30/2001 623,356,396
9/30/2002 2,360,587,003
9/30/2003 4,384,649,011
9/30/2004 8,056,557,682
9/30/2005 9,805,219,823

- Alec
__________________
ats5g is offline   Reply With Quote
Re: Wellington and Wellsley
Old 03-17-2006, 09:59 PM   #26
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Brat's Avatar
 
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 5,913
Re: Wellington and Wellsley

I balance OAKBX with DODBX , their holdings are complementary.* Over time DODBX has done better but it has a higher StD.
__________________
Duck bjorn.
Brat is online now   Reply With Quote
Re: Wellington and Wellsley
Old 03-18-2006, 12:49 AM   #27
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
cute fuzzy bunny's Avatar
 
Join Date: Dec 2003
Location: Losing my whump
Posts: 22,697
Re: Wellington and Wellsley

Maybe a few shots of good old american pharmaceuticals could fix that std problem...
__________________

__________________
Be fearful when others are greedy, and greedy when others are fearful. Just another form of "buy low, sell high" for those who have trouble with things. This rule is not universal. Do not buy a 1973 Pinto because everyone else is afraid of it.
cute fuzzy bunny is offline   Reply With Quote
Reply


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

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


 

 
All times are GMT -6. The time now is 04:41 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.