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Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?

To: David Bogdanoff who wrote (5900)	6/15/1999 6:25:00 PM
From: Investor2	Read Replies (1) \| Respond to of 15132

I haven't heard his opinion of the total bond fund recently, but he liked GNMA fund better a month or two ago. I believe he thinks that the duration is too long on the total bond fund. Best wishes, I2

To: David Bogdanoff who wrote (5900)	6/15/1999 7:53:00 PM
From: Math Junkie	Respond to of 15132

Bob has been insistent on using bond funds with short average maturities, in order to reduce the risk of principal value going down if/when interest rates rise. I have heard him compare the Vanguard Ginny Mae fund favorably to other bond funds that have a negative return year-to-date. I don't recall hearing him talk about the specific fund you mention.

To: David Bogdanoff who wrote (5900)	6/15/1999 9:04:00 PM
From: Trebor	Respond to of 15132

I owned Vang. Total Bond for a number of years and it consistently underperformed my Vang. GNMA and Vang. Intermediate Treasury. So I bailed. I would agree with Bob B. that you can't beat a good GNMA for tuck-it-away-and-forget-about-it money. However, I think he overlooks that there are good GNMAs out there in addition to Vanguard. I also own Lexington's GNMA and it has edged out Vanguard's GNMA on a 3yr, 5yr and y-t-d basis. Fees and risks are similar, both are 5-star rated by Morningstar.