
What do you guys think about VWELX's AUM? Sooner or later AUM will drag retruns. MALOX is another example. Even though fund manager holds lot of holdings but it is under performing SGIIX and IVWIX in last 3 years. I suspect AUM is perhaps one factor.
though IVWIX did not have any legacy holdings plus new fund advantage. SGIIX 22.75 GLBIX 19.86 IVWIX 18.49 MFWIX 17.15 MALOX 16.31 Simple (for example Fidelity fund) not much talked about sometimes beat stars like FPACX with bloated ER. PRWCX 25
Oakmark Equity & Income I 10.0% 401k/Fido Brokeragelink MALOX BlackRock Global Allocation Instl 10.0% 401k/Fido Brokeragelink ..... I intend to add to AEMSX to increase % in Latin America. MALOX is the only (possibly PAUIX) core allocation funds invested
diversification choices." Weiwentg also sees room for improvement: "Two pretty good balanced funds ( Blackrock Global Allocation MALOX , Calamos Growth & Income CGIIX ). Negatives: Expensive funds. Funds are generally middling. No life-cycle funds. No
MyPlanIQ submits: Blackrock Global Allocation Fund ( MALOX ) is a flexible or go anywhere tactical asset allocation fund ..... main characteristics of the fund. The portfolio managers of MALOX are Dennis Stattman, Dan Chamby and Aldo Rodan. Stattman is
investment vehicles. 3. I have emerging market (ODMAX), tradewind funds (energy and other), global allocation funds ( malox ), and some brazil/china focused funds. 4. My largest equity fund is YAFFX. It's not diversified but the long term record
many people don't give much respect now to SGIIX in comparison to other funds but SGIIX is beating other funds like IVWIX, MALOX , IVAEX, PGAIX etc from market bottom. Even though Jean Marie Eveillard left in March 2009 as a manager. Q. Does any one
measure of asset bloat? AUM by the fund manager or AUM in the fund? The motive for this question is drawn from a comparison of MALOX and SGIIX. The former draws alot more concern about asset bloat in this forum. However, if you look at assets managed by
Malox and Mdlox show a portfolio of 100% cash... Is that right? Hard to believe... -- erryl
Hi, I will prefer MALOX over MDLOX but in case .... if not MDLOX without load load. Which brokerage has these with min. requirement. Thanks