|
|
Post by alvinthechipmunk on Mar 11, 2022 2:43:04 GMT
I'm talking about ordinary, uncomplicated OEFs. It's a Bank Loan fund, TRP. Yes, below the zero-line, YTD. But down by -1.43% doesn't feel dreadful. Alternatives you may know about in the same category, or other categories? www.morningstar.com/funds/XNAS/PRFRX/quote |
|
|
|
Post by Chahta on Mar 11, 2022 3:04:52 GMT
Respectfully, what ever floats your boat. But RPHIX is down nothing. BL has had its day since the Fed will be raising rates next week and they react to anticipation of rising rates, not the longer rates. I learned this from a very smart bond guy, Junkster. Edit: Here is a Schwab fund screener shot of BL funds sorted by YTD return. BTW PRFRX shows being down .37% YTD per Schwab. Attachments:
|
|
|
|
Post by FD1000 on Mar 11, 2022 14:50:27 GMT
Respectfully, what ever floats your boat. But RPHIX is down nothing. BL has had its day since the Fed will be raising rates next week and they react to anticipation of rising rates, not the longer rates. I learned this from a very smart bond guy, Junkster. Edit: Here is a Schwab fund screener shot of BL funds sorted by YTD return. BTW PRFRX shows being down .37% YTD per Schwab. Problem is Schwab screener for YTD is not up-to-date, but Fidelity is...see ( link). See the 2 columns of YTD. The Daily is up-to-date. Why Schwab doesn't have it? I called Schwab to let them know. Your list was good anyway  Attachments:
|
|
