… handedly offset the damage from the others. That's because the list of winners includes a good number of funds like Meridian Value MVALX , Fairholme FAIRX, and The Delafield Fund DEFIX that have crushed the market by a huge margin, while most of …
… turnaround . Earnings growth is considered a critical factor in stock performance . The fund employs a multicap approach . Meridian Value runs true to form . This is a high - quality portfolio . Its debt / capital ratio has always been in its category's lowest …
Hi everyone - Recently joined the forums and have been lurking around trying to learn as much as I can. Lots of good information here but a bit overwhelming! A little background information: I'm 36 and my wife is 35. We have two 2 year old (twin girls!) and currently own a home. Lots of educational debt which we are faithfully paying down and no credit card debit. We both have been pretty good savers and have accumulated a number of funds over the years. We also have an adequate emergency fund set up currently. Using the Morningstar tools, we seem pretty well diversified. It does however seen like we own a LARGE number of funds. Our "portfolio" seems a bit haphazard and some of that is due to lack of an overall "plan", while others is just due to the combination of our separate investing decisions prior to getting married. A list of our funds are as follows with the overall percentage. The size of this portfolio was approx $600,000 prior to todays selloff. 2/3 of the portfolio are held in taxable accounts. We have been lucky enough to have been able to maximize our 401ks etc. AMGAX 2.3% ATVI 0.54% BARAX 5.40% BSCFX 2.36% DODFX 6.24% DODGX 6.21% EXEYX 1.96% FAIRX 3.49% FBALX 3.66% FCNTX 3.15% FDIVX 1.13% FDVLX 3.07% FEMKX 3.67% FLPSX 2.74% FOCPX 4.37% FSIIX 8.52% FUSEX 7.34% JAATX 0.73% JENSX 3.27% MERDX 5.36% MVALX 3.65% ODMAX 8.13% PRNEX 0.57% SLMCX 0.98% TAVFX 0.79% TAVIX 0.83% TTEK 0.40% TWEIX 0.38% UMBIX 0.50% WAAEX 1.90% WFAAX 2.86% XOM 3.49% (whew!) I'm trying to educate myself more on the overall process with some of the recommendations found in the forums here. But where do I go from here? Your thoughts and suggestions!
… turnaround. Earnings growth is considered a critical factor in stock performance. The fund employs a multi-cap approach. Meridian Value has a good nose for value. This fund has gained 14.4% for the year to date through Nov. 3, 2009, but lags nearly …
… launched this fund in May 2005. Prior to that, he led Meridian Value from June 1995 through December 2004, where he built ..... put together a strong record in eight years with Meridian Value MVALX before starting this fund, and he brought over his …
… did well on another fund before setting out on his own. In this case, manager Kevin O'Boyle did a fine job at Meridian Value MVALX from 1995 to 2003. We haven't written an analysis yet, but it looks like O'Boyle is following the same strategy …
… average market caps in the same general range, but they spread assets through an increasing number of holdings: Meridian Value MVALX and Fidelity International Small Cap FISMX come to mind. In cases like these, where asset bloat is gradual and …
… Buffalo, BJMIX*, FMIOX, MMFSX, PDFDX, WAAEX*, VLSCX, HFCGX, MERDX) Smallcap Blend -- (SMCFX*, CGMFX, WGROX*, MVALX , WPSRX, PBSVX, and not open in'98 with positive returns in "99, 2000, & 2001 -- DLBMX, BRMCX*) OK, not a single …
Meridian Value Fund hasn't let popularity get in the way of its success. It's certainly tough to find fault with this offering's long …
… favor this software concern . Office Depot ODP and Electronics Boutique Holdings ELBO: It's battered retail shares that Meridian Value 's manager likes. Applied Materials AMAT and Texas Instruments TXN: Typically conservative Merrill Lynch Balanced Capital …