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FYI - Top biggest Funds on the Planet
09-10-2020, 07:16 AM
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#1
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Full time employment: Posting here.
Join Date: Oct 2007
Posts: 621
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FYI - Top biggest Funds on the Planet
https://www.bloomberg.com/profession...vestor-revolt/
Hot Off the Press,
Not boasting but like many of us here we are in 3 of the largest 5 funds in the world,
namely VTSAX, VTIAX & VBTLX which by the way are three of our all Vanguard five fund Portfolio.
Looks like all are following us or we have been with them for the last 25 or so years.
I know just some more noise. but we are doing some thing right.
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09-10-2020, 07:30 AM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jan 2008
Location: NC
Posts: 21,287
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Two of them are core holdings for us, and probably will be even as I simplify/reduce our holdings over the decades ahead. We have 10 funds, and I could drop to 3-5 and it wouldn’t make a big difference.
__________________
No one agrees with other people's opinions; they merely agree with their own opinions -- expressed by somebody else. Sydney Tremayne
Retired Jun 2011 at age 57
Target AA: 50% equity funds / 45% bonds / 5% cash
Target WR: Approx 1.5% Approx 20% SI (secure income, SS only)
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09-10-2020, 07:47 AM
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#3
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2016
Location: Northern Virginia
Posts: 7,582
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I'm not in any of them. Don't mean to brag.
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09-10-2020, 07:56 AM
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#4
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2016
Location: Colorado
Posts: 8,971
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Not in any of them either.
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09-10-2020, 08:12 AM
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#5
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Moderator
Join Date: Nov 2015
Posts: 13,910
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Of note, only one of the top 10 is actively managed.
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09-10-2020, 09:10 AM
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#6
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2017
Location: City
Posts: 10,349
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 Quote:
Originally Posted by Aerides
Of note, only one of the top 10 is actively managed.
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Yeah, but that is a good news/bad news story. The good news is that most of the money is going into low cost passive funds.
The bad news is that AGTHX is not only a weak performer, it is mostly sold as a load fund with front-end, back-end, and 12b-1 fees. IOW it is sold by predators to the naive.
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09-10-2020, 10:23 AM
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#7
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Apr 2013
Posts: 11,078
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Quote:
Originally Posted by OldShooter
Yeah, but that is a good news/bad news story. The good news is that most of the money is going into low cost passive funds.
The bad news is that AGTHX is not only a weak performer, it is mostly sold as a load fund with front-end, back-end, and 12b-1 fees. IOW it is sold by predators to the naive.
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Yeah, they are a favorite of the 1% advisors
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09-10-2020, 10:32 AM
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#8
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2017
Location: City
Posts: 10,349
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Quote:
Originally Posted by MRG
Yeah, they are a favorite of the 1% advisors
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Well, if that's the case its at least better than getting whacked with a front end load. American does list no-load share classes for the AUM guys. But still, this is a fund that is sold, not bought.
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09-11-2020, 08:35 AM
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#9
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Recycles dryer sheets
Join Date: Feb 2014
Posts: 215
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I'm all in at Vanguard large funds, except cds and a few stocks for fun. Is anyone concerned that Vanguard is moving out of Hong Kong and into China?
__________________
DH retired 2014.
Sold my business in '16 and retired 5-17!
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09-11-2020, 08:51 AM
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#10
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Mar 2017
Location: City
Posts: 10,349
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Quote:
Originally Posted by Ginny
... Is anyone concerned that Vanguard is moving out of Hong Kong and into China?
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To the extent that the PRC views it as a reward for bad behavior I am disappointed, but in the financial context it's part of a trend. Here are a couple of recent articles from The Economist.
https://www.economist.com/leaders/20...nding-in-china
https://www.economist.com/leaders/20...-the-trade-war
I was able to see these without logging into my account, so hopefully they are not behind a paywall.
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09-11-2020, 08:58 AM
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#11
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Dec 2008
Location: On a hill in the Pine Barrens
Posts: 9,713
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I am also a participant in TSM, TBM and TI.
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