Based on 3/14/12 close price: name | % change | YTD | avg duration | avg credit BCOIX | -0.46% | 1.91% | 4.92 | BBB DLENX | -0.19% | 4.66% | 5.44 | BB DLFNX | -0.45% | 2.04% | 4.62 | BB …
fyi, BCOIX -- held at Vanguard brokerage -- dividend payable 2/28 (reinvested) still hasn't shown up in my brokerage account. Just …
… portfolio and I want to buy one non Fido Bond fund to be part of my core bond strategy. I have seen BJBGX, LSBDX, DBLTX, DODIX, BCOIX , or other Doubleline funds etc. What is the best of the lot for a core bond fund? I have other Fido and VG accounts so I …
… MWTRX 9.58% 21.54% 60.23% 1.85% 6.79% 0.00% SAMFX 26.59% 17.74% 31.92% 0.00% 13.23% 10.53% BCOIX 17.80% 40.84% 34.83% 3.08% 3.45% 0.00% BGNMX 0.82% 7.47% 82.76% 0.00% 8.95% 0.00% DLFNX …
… a tax-deferred IRA. I would like to have a total split of around 70% bonds and 30% stocks. My current allocation is: BCOIX Baird Core Plus Bond 9.10% DLTNX DoubleLine Total Return Bond 11.45% FSICX Fidelity Strategic Income 8.41% JABAX Janus …
… efficient and/or tax-free MFs seems to be attractive. A number of MFs come into my mind such as VWITX, VMLTX, VWSTX, BCOIX /BCOSX, MWTRX, DBLFX/DLFNX, DBLTX/DLTNX, PIMIX/PONDX, WEFIX, VFIIX, PRPFX, BERIX, VWINX/VWIAX, PAUIX/PAUDX …
… sure how to delete them. That's what I have in mt real port. ARIVX DEM EHI KMP KTF MACSX MAPIX POAGX PRPFX VFSTX VSS VWINX BCOIX MERKX MFCFX PHT TIBIX and I have about 50% in cash. Some of the holdings are very small, for example MAcsx has only 50 shares …
… Deviation is lower than its mean return (5- and 10-year basis), and has the highest alphas and Sharpes of the group. TIA. Edit: HERE is a chart back to 1994 showing the four, also DODIX and BCOIX and the M* Intermediate Bond category.
… intermediate term muni FLTMX and corp bond fund BCOIX . These three funds represent 25% of my ..... expenses) STSMX = 23%, FLTMX = 36% and BCOIX = 41%. I consider that I have more than ..... distribution to be STSMX = 19%, FLTMX = 27%, BCOIX = 27% and split the last 27% between …
… STSMX gets used up. For longer term I have BCOIX (taxable) for a little better return and back up to the first two funds. I picked BCOIX in lieu of a muni bcause it's after tax ..... curious if I could do better than FLTMX and BCOIX ? Some CEF's that were suggested are …