FPA New Income FPNIX
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Porfolio Advice
… Bond Index Investor FBIDX 0.22 PIMCO All Asset A PASAX 1.39 Metropolitan West Total Return Bond I MWTIX 0.43 FPA New Income FPNIX 0.6 Neuberger Berman LgCp Discp Gr Instl NLDLX 0.75 BMO Prime Money Market Y MARXX 0.45 Federated US Treasury …
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Top Alternatives for a Well-Rounded Portfolio… BulletShares Fixed-Maturity Corporate Bond ETFs FPA New Income FPNIX Merk Hard Currency Inv MERKX Natixis ASG Managed ..... managed short-term bond funds, something like FPA New Income is a great example of a manager who has a very …
JPMorgan Alerian MLP Index ETN AMJ Guggenheim BulletShares Fixed-Maturity Corporate Bond ETFs FPA New Income FPNIX Merk Hard Currency Inv MERKX Natixis ASG Managed Futures Strategy AMFAX WisdomTree Managed Futures WDTI Barclays S&P 500 Dynamic VEQTOR ETN VQT -
Do the Morningstar Fund Manager of the Year Awards Have Staying Power?
… Total Return 5 2001 Bob Rodriquez FPA New Income 2 2002 Team Dodge & Cox Income ..... Harbor Bond 4 2008 Bob Rodriquez FPA New Income 1 Average 3.5 Categories Funds ..... really. Over the past two decades FPA New Income FPNIX has performed very well indeed …
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Constrain Your Enthusiasm
… 51 0.41 71 298 Data through Dec. 5, 2011. We know well some very successful less-constrained bond funds. FPA New Income FPNIX doesn't tether itself to the Barclays Aggregate Index, but it leans strong toward capital preservation so that …
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Cash fund
Have 10K in cash, want to put 5K into a stable high quality bond fund to collect some "safe" yield. I like FPNIX any others out there?
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Synchronicity Pays
… intermediate-term bond funds that have shortened their duration in anticipation of rising rates. A good example is FPA New Income FPNIX , run by former Morningstar Fixed-Income Manager of the Year Bob Rodriguez. Rodriguez has been expecting higher …
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Buy Energy, Commodities, Money Managers Say
… still there though, at least according to many of the bond-fund managers that we speak with. Bob Rodriguez of FPA New Income FPNIX is so convinced that rates will move higher that he recently held more than 40% of the fund's assets in cash …
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Rising Rate Bond Fund Performance
… worst: (This is just my list. I warmly welcome suggestions of good funds to add to this list.) (1) DBLTX -0.1% (2) FPNIX -0.2% (3) OMBIX -0.5% (4) DODIX -1.2% (5) VFIIX -1.3% (6) LSBDX -1.5% (7) MWTRX -1.8% (8 …
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From Barron’s Q2 Mutual Fund Supplement, July 12, 2010
See Lipper Category Q2 Performances HERE . Pg L4: With record inflows into bond funds when the rates are low, bond fund buyers beware . If the rates rise due to Fed action (not imminent) or external shock (unpredictable), bond fund buyers will lose money. There is some safety in the following : individual bonds, bond ladders, diversified bond portfolios, funds with shorter maturities, floating rate funds and dividend paying quality stocks (INTC, KFT, MRK, VZ, etc). Claymore BulletShares Bond ETFs (series 2011-17) may be attractive. Jeffrey Gundlach of DLTNX and Thomas Attenberry of FPNIX are following strategies using mortgages and treasuries that may moderate the impact of rate rise. Pg L8: There has been a study, refuted by John Rekenthaler and Don Phillips of M*, that 5* funds have underperformed their peers as well as average funds in the lost decade, 12/31/1999-12/31/2009; on the other hand, 1* funds did better; 72% of the fund flows in this period went into 4* and 5* funds. Fund rating is a big business. M* gets licensing fees when its star ratings are used in fund literature and ads. It is wise not to rely solely on any one criterion. [ M* may be providing more information on this in its articles ] Pg L9: Antoine van Agtmael of Emerging Markets Management, Rajiv Jain of PICEX and Josephine Jimenez of VMDAX are interviewed. Many emerging markets have become correlated with the developed markets and one may have to go to the frontier markets to avoid correlation. Recent crisis was/is in the developed markets and many Ems fared fine. The view on BRICs is mixed. There are many details in the 3 pages. Pg L16: New plays for oil and gas MLPs are available. There are 3 new MLP ETNS – AMJ, MLP, MLPN . There are some MLP ETFs too.
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Stocks…Bonds on Steroids
… individual names, as well as his patience, have paid off. What's more, Rodriguez's fixed-income fund, FPA New Income FPNIX , has also flourished in recent years, and he was named our 2001 Fixed-Income Manager of the Year for his performance …