Charles Boccadoro

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro

By David Snowball On March 26, 2025, T Rowe Price launched T Rowe Price Capital Appreciation Premium Income ETF (TCAL), the latest addition to its capital appreciation suite of funds and ETFs. The fund is managed by a six-person team with David Giroux in the lead. It posts an expense ratio of 0.34%. The fund’s unique niche within the Capital Appreciation suite is its focus on “regular” income payouts. It will normally invest in equities with a covered call options strategy overlay.

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro

By Charles Lynn Bolin Each month, I update my ranking system for the thousand or so funds that I track using the MFO Premium fund screener and Lipper global dataset. I then compare the funds that I own to the trending funds to see if I want to make any changes. I follow a diversified traditional portfolio approach with over half managed by Fidelity and Vanguard. In this article, I look at the Lipper Categories and highest ranked funds for bonds, mixed assets, and equities.

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro

By David Snowball Friend Lewis Braham, writing in Barron’s, offered “The Chaos-Resistant Fund Portfolio” on April 7, 2025. For those who have not seen Lewis’s essay, here’s a recap. He begins with a fairly stark warning that parallels ours:Voters elected Trump specifically as a populist disrupter. He’s doing what they asked.

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro

By Charles Boccadoro This week we announced daily updates to our MFO Premium fund flow tool; specifically, FLOW, which combines four plots for a single fund: total return, total net assets (TNA, aka AUM), total net flows, and daily or monthly flows (depending on how reported), each versus same time period. On funds that Lipper updates daily, like SPY, TIBIX, and in fact for most funds (approx.

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin |Charles Boccadoro

By David Snowball Dear friends,Welcome to May, traditionally, the month in which to sell in!These first few weeks of May are an odd time on campus. My seniors are scrambling for jobs (or antidepressants), the juniors are teeing up internships, and the youngsters are … well, mostly wondering what just happened to them? It’s a time of year that brings out the best, and the worst, and the oddest of them.