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By: Sun

Novice: Yes, if everybody starts to use the same technique, then the technique and the fund will get killed. However, I feel that the technique is the result of the fund’s investment objective, i.e.,...

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By: Brad

Sun–Thanks. It seems like Capital Gains would be a real problem too, with all of that turnover. Is that not the case? I looked into Alpine and it seems I could open a Roth IRA with them, so I’m...

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By: Sun

Brad: This is what I found from their annual report:“For the six months ended April 30, 2007, ADVDX paid $0.98 in dividend income, with nearly all of the distribution estimated to be qualified for the...

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By: Taylor

Not only do I own a slug of advdx, I’ve recently discovered a unique ‘income fund’(conservative allocation fund)for pre and retirees, IMSIX.

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By: Sun

Taylor: I will take a look at the fund you mentioned. I didn’t know that fund, but with a yield at 6.7%, it sure looks interesting.

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