InParadise
Recycles dryer sheets
- Joined
- Feb 4, 2014
- Messages
- 158
I am in the plus one on this.... If your stmt is true, then just posting your top 3 or 5 MF holdings would go a long way in this discussion...
I just wanted to take a look at the fee structure of these funds... pretty simple if I knew which ones they were...
To be fair, here are mine...
VPMAX Primecap
VTCLX Tax managed Cap appriciation
VCVLX Capital Value
VSEQX Strategic Equity
VEXAX Extended Market Index
Then it starts into some more index funds....
Took me all of 2 minutes to get them.....
As I have previously stated, our holdings fluctuate with way too much frequency for me to tell you on which funds the focus is. There are literally dozens of them...I primarily pay attention to returns, rather than positions. We do not get charged for churn or ANY mutual fund fees. And yes, I asked this specifically when he broached the subject, fee by fee, because I found it hard to believe, but that is one of those data points the doubting Thomas will continue to doubt until they see it on Moses' tablets. I could certainly tell you some of our positions, but I am not sure that would tell you the whole story.
Some (today) include: AMERICAN FUNDS EUROPACIFIC GR F-1 (AEGFX)
FIDELITY ADVISOR LEVERAGED COMPANY STOCK FUND CLASS A (FLSAX)
FIRST EAGLE OVERSEAS FUND CLASS A (SGOVX)
JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS A (JVMAX)
JP MORGAN LARGE CAP GROWTH FUND CLASS A (OLGAX)
PIMCO SMALL CAP STOCKS PLUS AR STRATEGY FUND A (PCKAX)
RYDEX S&P MIDCAP 400 PURE GROWTH FUND CLASS A (RYMGX)
SUNAMERICA FOCUSED DIVIDEND STRATEGY FUND A (FDSAX)
FRANKLIN/TEMPLETON GLOBAL BOND FUND CLASS A (TPINX)
Well, OK, that was a PITA to edit down so that you didn't see all the other info that copied and pasted with, but since you asked so nicely...