Oceanstone Fund (OSFDX) has been offered since 2006 and is
thus a relative newcomer. To me, that’s a negtive. I like to see a performance
record spanning 10 or more years.
On the plus side, OSFDX is a mid-cap value fund with a
five-star Morningstar rating and a 5-year average annual total return of
41.65%. In market-crash 2008, it was down only 9.96%. Its best year of total
return was 2009 (+264.38%). Its minimum initial investment is $2,000. See:
My 5-year Yahoo chart for OSFDX shows at least six pullback
opportunities for acquisition, so it is not a fund for the risk-averse. See:
http://finance.yahoo.com/q/ta?t=5y&l=on&z=l&q=l&p=m50%2Cm100%2Cm200&a=m26-12-9%2Cr14&c=&s=osfdx&ql=1
My 3-month chart suggests OSFDX is in an up trend despite a
tough market for stocks and funds in May and June 2013. Its largest holdings
now: XIN, DELL, OMX.
In my opinion, OSFDX is a worthy fund with neither a sales
commission nor a 12b-1 charge. I anticipate buying it in the week ahead.
.
Never forget: All investments and savings are gambles on
the unknowable future and thus subject to loss as well as gain.
Do visit my website for lots more research I share with
do-it-yourself portfolio managers:
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