Hi LC,
The MSN references are good. However, if you look at the "last reported" date on the holdings, it's almost 9 months old. I had called Schroder to find out what their current holdings are, and they are completely different than what Morningstar is reporting in MSN.
While I like the screening function of MSN, there are two shortcomings, 1) MSN has a Fund Matcher and a Stock Matcher, it is not possible to find stocks that match to a fund. 2) The price behavior of the funds that the MSN fund screener finds does not perform anywhere close to SMCFX.
Another problem with funds, these days, is that nearly all of the more interesting funds are either closed to new investors, or have high expense fees. Many of the fund companies will even lock you out of trading if they classify you as a frequent trader.
Thanks for the suggestions.
Don
-nothing happens without a dream
