T.R | Title | User | Personal Name | Date | Lines |
---|
801.1 | see digital investing notes file | MKOTS3::COUTURE | Gary Couture - SAP R/3 Consultant | Tue Dec 06 1994 17:20 | 5 |
| re: .0
see note 330 in NYOSS1::Digital_Investing for a lot of discussion regarding
this issue. Concensus so far is similar to yours.
|
801.2 | Save Funds | TLE::FOSTER | I use LISP because I know: C, C++, Fortran, Pascal, Ada, Basic . | Fri Dec 09 1994 16:21 | 10 |
| I have some investments in Templeton Foreign and N/B Guardian (not
Trust) and they have been OK, but not outstanding. I've just install
the new version of Wealthbuilder (windows). The database is from June
1994 (I haven't been able to pull the November 1994 database across
yet). In the next three notes, I'll put the "Mutual Fund Report Card"
for Templeton Foreign, Neuberger & Berman Guardian Trust, and
Neuberger & Berman Guardian (which is managed by the same folks).
bruce
|
801.3 | WealthBuilder on Templeton Foreign | TLE::FOSTER | I use LISP because I know: C, C++, Fortran, Pascal, Ada, Basic . | Fri Dec 09 1994 16:21 | 28 |
| Templeton Foreign
Symbol TEMFX Phone 813-823-8712
Type Foreign Stock (WF) Phone 800-292-9293
Family Templeton Group State FL
Manager Holowesko, Mark G. Since 1987 Closed to new accounts No
Templeton Foreign Fund seeks long-term capital growth. Any realized
income is incidental. The fund invests primarily in stocks and debt
securities of companies and governments outside the United States
Risk 2 Jun -2.0% 3-Yr Average Annual 14.89%
Rating ***** May 0.0% 5-Yr Average Annual 13.64%
Apr 1.7% 10-Yr Average Annual 18.38%
Last Qtr -0.3% 3-Yr Cumulative 51.65%
1994 YTD -0.3% 5-Yr Cumulative 89.51%
Last 4 Qtrs 20.7% 10-Yr Cumulative 440.53%
Beta 0.5228 Sales Charge 5.75%
Cash 28% Redemption Fee 0.00%
Turnover 21% 12B-1 0.25%
Start Year 1982 Expense Ratio 1.12%
4-Qtr Yield 1.4% 5-Year Fee $120
TotalAssets 4.31bil
Dividend Freq. Annual
Phone Switching Yes
NAV $ 9.40
|
801.4 | WealthBuilder on N/B Guardian Trust | TLE::FOSTER | I use LISP because I know: C, C++, Fortran, Pascal, Ada, Basic . | Fri Dec 09 1994 16:21 | 26 |
| Neuberger & Berman Guardian Trust
Symbol 8478 Phone 212-476-8800
Type Growth (G) Phone 800-877-9700
Family Neuberger & Berman Group State NY
Manager Marx III/Simons Since Closed to new accounts Yes
No description available
Risk 0 Jun -3.4% 3-Yr Average Annual %
Rating May 2.4% 5-Yr Average Annual %
Apr 2.2% 10-Yr Average Annual %
Last Qtr 1.2% 3-Yr Cumulative %
1994 YTD -0.8% 5-Yr Cumulative %
Last 4 Qtrs 10-Yr Cumulative %
Beta Sales Charge 0.00%
Cash 9% Redemption Fee 0.00%
Turnover % 12B-1 0.00%
Start Year Expense Ratio 0.81%
4-Qtr Yield % 5-Year Fee $ 50
TotalAssets $20.71mil
Dividend Freq. Quarterly
Phone Switching No
NAV $ 10.52
|
801.5 | WealthBuilder on N/B Guardian | TLE::FOSTER | I use LISP because I know: C, C++, Fortran, Pascal, Ada, Basic . | Fri Dec 09 1994 16:22 | 28 |
| Neuberger & Berman Guardian
Symbol NGUAX Phone 212-476-8800
Type Growth (G) Phone 800-877-9700
Family Neuberger & Berman Group State NY
Manager Marx III/Simons Since 1981 Closed to new accounts No
Neuberger & Berman Guardian Fund seeks capital appreciation. Current
income is a secondary objective. The fund invests principally in the
common stocks of seasoned, well-established companies.
Risk 2 Jun -3.2% 3-Yr Average Annual 15.99%
Rating **** May 2.4% 5-Yr Average Annual 12.92%
Apr 2.2% 10-Yr Average Annual 15.62%
Last Qtr 1.3% 3-Yr Cumulative 56.06%
1994 YTD -1.5% 5-Yr Cumulative 83.58%
Last 4 Qtrs 6.7% 10-Yr Cumulative 327.07%
Beta 1.0353 Sales Charge 0.00%
Cash 9% Redemption Fee 0.00%
Turnover 27% 12B-1 0.00%
Start Year 1950 Expense Ratio 0.81%
4-Qtr Yield 1.6% 5-Year Fee $ 45
TotalAssets $2.19bil
Dividend Freq. Quarterly
Phone Switching Yes
NAV $ 18.22
|
801.6 | See .1 for the pointer to the topic! | NETRIX::michaud | Jeff Michaud, UC1 | Fri Dec 09 1994 17:06 | 2 |
| Alot of data for most of the new funds have been posted in
the Digital_Investing conference ..............
|
801.7 | | CAPNET::PJOHNSON | aut disce, aut discede | Sun Sep 24 1995 08:10 | 11 |
| re: "Alot of data for most of the new funds have been posted in the
Digital_Investing conference .............."
Where *is* that conference? I can't find anything except one with one
note that has no information.
I'm looking for the ticker symbols for stock A and stock B. Anyone?
Thanks,
Pete
|
801.8 | | NETRIX::michaud | Jeff Michaud, Objectbroker | Sun Sep 24 1995 22:33 | 13 |
| > re: "Alot of data for most of the new funds have been posted in the
> Digital_Investing conference .............."
>
> Where *is* that conference? I can't find anything except one with one
> note that has no information.
Almost all public conferences are announced in the conference
Turris::Easynet_Conferences (press SELECT now to add it
to your notebook). Topic 3495 is the one for the Digital_Investing
conference.
In the case of the Digital_Investing conference, it's on the
same node that houses this conference ....
|
801.9 | | CAPNET::PJOHNSON | aut disce, aut discede | Mon Sep 25 1995 10:47 | 7 |
| re: "Almost all public conferences are announced in the conference
Turris::Easynet_Conferences (press SELECT now to add it to your
notebook). Topic 3495 is the one for the Digital_Investing
conference. In the case of the Digital_Investing conference, it's on
the same node that houses this conference ...."
I know that. Hence, my question.
|
801.10 | | NETRIX::michaud | Jeff Michaud, Objectbroker | Mon Sep 25 1995 11:24 | 5 |
| > I know that. Hence, my question.
Which is what I answered. But if you knew the answer, why did
you ask? Or are you trying to ask something different? In
which case, please re-phrase the question :-)
|
801.11 | | KAHALA::CODY | | Mon Sep 25 1995 11:45 | 5 |
| Someone has been creating versions of the investing confreencing notes
file. As per instructions in the investing file, modify your file name
to include the ;1 version. I did and it works.
PJ
|
801.12 | <hiccup?> | PULMAN::TREMELLING | Making tomorrow yesterday, today! | Mon Sep 25 1995 12:24 | 14 |
| re: <<< Note 801.11 by KAHALA::CODY >>>
> to include the ;1 version. I did and it works.
I did too, but haven't had the same luck. The conference I get shows a
last update on 18-Sep at about 21:33 (a week ago). My entry is:
nyos01::digital_investing.note;1
Is this pointing to the correct file? Has there been activity since
18-Sep?
Thanks,
Darryl
|
801.13 | I got through | CAPNET::PJOHNSON | aut disce, aut discede | Mon Sep 25 1995 12:38 | 6 |
| I tried adding the version number again (I tried that last week), and
now I can see all of the topics in the conference. Don't know how long
it will last, though.
Thanks for the help,
Pete
|
801.14 | How did our 401k choices perform ? | CSCMA::BALICH | | Wed Oct 04 1995 12:12 | 10 |
|
Does anybody know how our 401k mutal funds choices did this past
quarter ? July-Sept '95 ?
Market as a whole did quite nice ... Would be interested to see if
our NEW Save funds did as well.
Thanks in advance!
|
801.15 | did well... | KOALA::BRIGGS | | Wed Oct 04 1995 16:28 | 10 |
| Index Stock Fund A International Sotck Fund B
S&P 500 N&B Guardian Templeton Putnam Voy. A
Price on 6/30 544.75 13.00 9.41 13.49
Price on 9/29 584.41 14.14 9.78 15.11
% Change 7.28 % 8.77 % 3.93 % 12.0 %
|