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Re: MALOX is now my top rated fund: what is not to like? Views? Limoman  07-07-2008, 7:43 AM | Post #2536262
0  

What's not to like?

re: Well let's see..the way I C it? ( Doing a Roast)

1. Did Just Terrible in the last Bear yrs of 00-02', Made only +3% or 1% apy for the 3 yrs vs lossing -43%/ -14.3% apy  for the S&P

2.Marginal for the following Recovery Yr of 03' = +36%

3. Did marginal for the 5 Bull market yrs = +94% = +18.8% apy

4. Only Beat the S&P 500 index by +7% apy during past 5 Bull Yrs and +8.5% apy for past 10 yrs..

5. Has done "only" about +11% apy for past 10 yrs..

6. and it's Down -3% YTD? VS OAKWX -16%? Terrible

7. Own a Fund where the Mgr can Be More Flexible? Do what he thinks is Best, regardless of "traditional funds" that are handcuffed? Who do they think they are?

It's a Terrbly Good  Fund for it's class.. Butt, One can do alot better if can get into OAKGX or Do  Worse and be more Grumpier.. and buy OAKWX or Index Funds instead...

 
Topics bear bull market class S&P 500 YTD View Complete Thread
 
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