quote:
Once again as I said before the strategy has been run outside of the mutual fund for over 10 years.

Do some real due dilligence outside of google finance and looking at the internal expenses and you might actually learn something.

The strategy is mimic the ASRP index. BIG frickING DEAL.

Meanwhile, You pay a 5.75% Load and a 1.64% annual expense for a fund strategy that doesn't even match the S&P.

You look into the fund GTFO

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Posted by Janky

Team Primo

Member since Jun 2011

35957 posts

Posted on 6/5/13 at 8:00 pm to Vols&Shaft83

Whgix or mfldx

This post was edited on 6/5/13 at 8:05 pm

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Posted by whodatigahbait

Uptown

Member since Oct 2007

1757 posts

Posted on 6/5/13 at 8:25 pm to Vols&Shaft83

quote:
The strategy is mimic the ASRP index. BIG frickING DEAL.

A strategy that was down single digits in '08 and has matched the S & P since. That is a big deal in my opinion.

quote:
Meanwhile, You pay a 5.75% Load and a 1.64% annual expense for a fund strategy that doesn't even match the S&P.

No I don't pay any loads, I buy everything at NAV. You are such an expert I hope you know what that means. Also I use the Institutional share class so my expenses are even lower.

I use this mutual fund along with other tactical managers however if I were to pick just one to buy and let sit I'd pick this one bc of their ability to go to cash.

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Posted by whodatigahbait

Uptown

Member since Oct 2007

1757 posts

Posted on 6/5/13 at 10:11 pm to Vols&Shaft83

quote:
The strategy is mimic the ASRP index. BIG frickING DEAL.

LINK

I'd say those performance numbers are a pretty big deal.

But you can go continue to buy your American funds and have fun being an Ed Jones advisor.

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