The Delafield Fund DEFIX
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Any of y'all buying??
I have...Added to FAIRX, FMIHX, DEFIX , GPGOX. Looking to add more on pull backs. My feeling is that it's about time to have one. David
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From Barron’s, March 19, 2012 (Part 2)
… Major banks (to be boosted by the stress tests; ^BKX, KBE , components; pg 16); stockpickers’ funds on sale in 2011 ( DEFIX , LDFVX, OAKIX, HAGAX, EXEYX ; previous feature story 10/10/11; pg 18); French oil giant Total ( TOT ; pg 19 …
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Strong Midcap / Small Growth Funds
I'm looking to diversify my portfolio and am thinking about purchasing POAGX, not certain though. What about NGBNX or DEFIX ? Additionally, what are some strong small growth funds? I'm 22 years old and have a Roth IRA account through Schwab. Funds …
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College Student New to Investing (Mutual Funds)
… have enough money to invest right in my IRA right now. If I was to diversify, I was thinking about purchasing the POAGX or DEFIX fund. Like I said, I am very new to investing and I was wondering if it is better to invest or diversify at my age. Thanks …
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Just for Fund best 15 yr funds
… apy VFINX +5.25% NAESX +7.20% Honorable mention: DEFIX +9.91% apy three finalists in this category are Fidelity ..... truly one of the best mid-cap funds around. Other Mid caps: DEFIX Instead of Owning a Diversified Equity port of L/M/S caps …
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Which One? Mid Caps
… VIMSX by *1.5% apy or more.. over the next 12 yrs *This would produce about a +25% more TR and justify owning them.. DEFIX FBRVX MERDX RYPRX UMBMX and can Own 2 if it comes down to a Toss Up btwn the best 2.. That has been my Best Method for me …
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Mutual Fund Supplement (Barron’s October 10, 2011)
Pg L2: Five hard hit funds worth investing in now: DEFIX ( Vincent Sellechia, Denis Delafield ) – snapping up beaten mid-cap industrials. EXEYX ( Jeffery Coons ) – buying earnings …
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From Barron’s, October 10, 2011 (Part 1)
… include Berkowitz, Miller, Heebner ]*. I will post details separately in the Mutual Funds forum after I am done with Parts 1 & 2. *Can’t wait? Look up DEFIX , EXEYX, OAKIX, LDFVX, HAGAX More later............
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DEFIX Delafield Fund Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… large cash stakes when compelling ideas are scarce, so the fund is rarely fully invested. Economic headwinds have rattled the Delafield Fund 's brick-and-mortar portfolio, but its foundation remains strong. This fund's economically sensitive portfolio …
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Portfolio Review
… PRWCX 12.5% International ------------- OAKIX 7%;MAPIX 5%;ARTGX 3% MIDCAP ------- MERDX 10%, DEFIX 5%,POAGX 5 SMALLCAP ---------- ARIVX 5%,NBGNX 5% FSCIX 5%; TGINX; 5% This gives me a target allocation of …