Marsico Flexible Capital

Haven't seen much discussion here lately on MFCFX . It looks like a fee waiver expired so the fees are higher than they were last year. I'm considering using this fund to help …

… 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 just to …

… and I decided to cut some losses and reduce my postions in half in IVWIX, RYSEX, RIVEX, POAGX, MAPIX , MACSX, POAGX, MFCFX . Will sell all NSEIX. These all are down in my portfolio for from 5% to 20%. The only fund which I still have profit is …

… 89% FSCIX-0.43% MAPIX-5.34% FPACX-2.86% LSBDX-15.11% MREDX-2.60% IVWIX-4.1% TEGBX-4.45% MFCFX -3.38% OAKBX-1.48% MSMLX-1.15% PRPFX-4.88% YACKX-5.89% I also have a stock and ETF portfolio too long …

… about 6-7 funds. Having read around quite a bit, here are some of the funds I'm considering: FPACX, YACKX/YAFFX, MFCFX , GRSPX, WSCVX, MAPIX, NWGAX (load waived), LSBRX, DLTNX Unfortunately I don't have access to a couple popular recommendations …

… Port... Sofar Narrowing things down to: A. Large cap > YAFFX B. Mid Caps> MERDX or VIMSX C. Multi & Some World like MFCFX D. Playing the Bond Angle > GIM-Global Bond ( Aggressive) E. PREMX- Latin Am. Bond..( aggrressive) F. Or? I also …

… considered VWELX as a stand alone single fund choice. I could buy FAIRX direct from the company also. Even a Marsico fund MFCFX which shows great returns and a relatively spread out portfolio well diversified portfolio for a fund in the large growth category …

… upcoming copper ETFs are also mentioned. Pg 46: Brian Rogers of Price Equity Income PRFDX and Doug Rao of Marsico Flexible Capital MFCFX are cutting bond exposure and moving into dividend paying stocks (financials, energy, utilities) or high …