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 TheShadow UpdatesAfter 35 years with Ariel Investments, effective May 1, 2025, John P. Miller is retiring from his role as portfolio manager for the Ariel Fund. RiverNorth/Oaktree High Income Fund (RNHIX) won the 2025 LSEG Lipper Fund Award for Best General Bond Fund for the five-year period ended November 30, 2024. RiverNorth is a closed-end fund specialist that has collaborated with other “A” managers on several funds. The fund embodies three strategies.

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 Objective and strategyThe managers aspire to outperform the S&P 500 over meaningful time periods, while managing risk by blending non-correlated assets such as a discretionary global macro strategy with a portfolio of US equities. The portfolio has two components: a US equity component, which is executed by buying low-cost ETFs, and a macro-driven Futures Trading Strategy.

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.