Heartland Value Plus HRVIX

… portfolio that is 14% cash, 38% OAKBX, 21% FPACX, 11% HABDX, 6% PTTDX, 5% BUFSX, 2% TAREX, 2% PASDX, and 1% HRVIX . Since we are both still working a bit, we will need to invest 12K in IRAs this year. I bought the HABDX before realizing …

… incurs transaction fee for RYSEX, so i am unable to do DCA in it. I am thinking about either adding additional contributions to HRVIX or open a new position in NBGNX. I realize NBGNX is transitioning to mid-cap growth, but feel it should serve well for the …

… the PIMCO fund (Global Multi Asset) also rebalances automatically. The problem arises with my Royce (Microcap) and Heartland ( Value Plus and Int'l Small Cap) funds. The only way to rebalance out of these all-stock funds is to do an asset transfer to …

Hello I opened my roth IRA in March and i saw it not doing well with the mutual funds listed below: Oakix 30% Jabax 40% Hrvix 30% Should I trade all of the above? I think i have choosen an aggressive funds. I need to be conservative, I'm 47. Thanks for your input. jake

Hello I opened my roth IRA in March and i saw it not doing well with the mutual funds listed below: Oakix 30% Jabax 40% Hrvix 30% Should I trade all of the above? I think i have choosen an aggressive funds. I need to be conservative, I'm 47. Thanks for your input. jake

… term performance as an indicator of success. Here are the US equities funds I hold in my portfolio: JENSX JATTX LEXCX ACMVX HRVIX Am I reading these incorrectly? Are they behind, long-term, their respective indexes? Are they underperforming the indexes …