Troubles with asset-backed securities in 2008 led management to change the implementation of its fixed-income strategy.Wells Fargo levies an 0.31% advisory fee despite the fact that GMO provides the fund's portfolio-management services.Seasoned management touting excellent long-term record
… who oversee the underlying funds in the portfolio. Inker employs a similar strategy to subadvise Evergreen Asset Allocation EAAFX . USAGMWAXCoreCoreThe fund is structured as a fund of funds, investing in roughly 15 underlying GMO funds. The asset allocation …
… Inker of the GMO-run Wells Fargo Advantage Asset Allocation EAAFX and Don Yacktman of Yacktman Fund YACKX and Yacktman Focus YAFFX ..... 4,600 19.30 38,900 0.00 Wells Fargo Adv Asset Alloc EAAFX 7,100 17.20 24,000 0.95 Yacktman YACKX 1,700 66 …
… Big Dopey In a recent interview with Morningstar, Ben Inker of GMO, the subadvisor to Wells Fargo Advantage Asset Allocation EAAFX , said, "As we see it, large caps look cheap relative to small all around the world. And big value looks cheap relative …
… IVAEX 0.81 N $100 ST, LGMAX 1.25 5.75% $2.5k high ST, WT, LGMCX 2 N $2.5k ST, WT, LSWWX 1 N $100k ST, WT, EAAFX 0.87 5.75% $1k avg ST, WT, EACFX 1.62 N $1k ST, WT, EAIFX 1.07 N $1M ST, WT, MFWTX 1.25 5.75% $1k avg …
… MDLOX 32.32 2.70 6.85 8.80 10.50 Evergreen Asset Alloc EAAFX 33.28 -0.28 3.66 6.84 Ivy Asset Strategy WASAX 21 ..... income portfolio at just 2.8 years. Evergreen Asset Allocation EAAFX This fund of funds is subadvised by Jeremy Grantham's firm …
… who oversee the underlying funds in the portfolio. Inker employs a similar strategy to subadvise Evergreen Asset Allocation EAAFX . USAGMWAXCoreGMO's time-tested asset class forecasts shape this fund's asset allocation. Historically, that has meant …
Troubles with asset-backed securities in 2008 led management to change the implementation of its fixed-income strategy.Evergreen levies an 0.31% advisory fee despite the fact that GMO provides the fund's portfolio-management services.Fund's long-term record is distorted by inclusion of an adopted
… names into strength. Ben Inker of value shop GMO (Grantham, Mayo, Van Otterloo), who subadvises Evergreen Asset Allocation EAAFX , isn't buying the hype, either. Although he's bullish on emerging markets overall, he thinks company valuations are …
… for the folks managing them, but rarely for investors. 0.49% This is the "management fee" on Evergreen Asset Allocation EAAFX . For those who haven't been following it, this is a pretty interesting fund managed by the folks at GMO. The problem is …