… Equity funds like Oakmark E&I (though that is SEP-IRA and can't contribute to it yet...), also a portion in Wasatch FMIEX . I hesitate to add any new ETFs/Funds to a PF that already has about 20... If anyone might be willing to have a look and …
… roam the market-cap spectrum will find this offering to be a strong contender as a core holding. Wasatch Large Cap Value FMIEX The energy sector is a familiar stomping ground for manager Ralph Shive, who traditionally has emphasized this sector. (The …
… 500 0.41 IRA: Wasatch Large Cap Value FMIEX 7,000 0.25 Roth: Allianz NFJ Small ..... 000 1.53 Roth: Wasatch Large Cap Value FMIEX 3,000 0.11 Taxable: Amana Trust Growth ..... 34 Taxable: Wasatch Large Cap Value FMIEX 200,000 7.12 Taxable: Cash 277,000 …
Some mutual funds are not showing their % Rank in Category on their "Quote" page. At 10pm CST the following funds would not show their % Rank: MWTRX MACSX FMIEX WPFRX Please check into why these values are not showing up at night. Thanks.
… the S&P 500's. Investors have plenty of reasons to stick by this fund despite its recent stumble. Wasatch - 1st Source Income Equity has lost 2.4% for the year to date through Sept. 10, putting it in the bottom decile of the large …
Here's a fund that used to be recommended a lot by posters here. FMIEX underperformed in 2009 and is continuing to underperform this year and suddenly nobody is mentioning this fund. This puzzles me because it is still being run by the same fund manager and the philosophy of the fund has not changed. So my question is, what is the feeling about this fund now? Jwalker
… cash build if he believes opportunities will arise in the future. There's ample reason to look beyond Wasatch 1st - Source Income Equity 's relatively sluggish performance of late. This fund gained an impressive 55% in the 12 months through …
… manager of the Wasatch - 1st Source Income Equity Fund ( FMIEX ) since its 1996 ..... running the Wasatch - 1st Source Income Equity Fund in 2020 ..... returns of FMIEX were 24.37 ..... Expense for the Wasatch - 1st Source Income Equity Fund is 1 …
… cash build if he believes opportunities will arise in the future. There's a distinctive style behind Wasatch - 1st Source Income Equity 's distinguished results. Ralph Shive, who has been at the helm since this fund opened in 1996, takes …