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No. of Recommendations: 4
I'm wondering if anyone has an opinion on BTO. It's down about 30% over the last year, which seems contrary to the merger mania that was seen in the banking world (although I don't believe any of BTO's holdings were bought or merged).

More importantly, how do you assess this fund? I'm not sure how to apply foolish analysis tools to a bank fund like BTO. It's kind of perplexing.

Thanks,
Skafen
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No. of Recommendations: 2
<< I'm wondering if anyone has an opinion on BTO. It's down about 30% over the last year, which seems contrary to the merger mania that was seen in the banking world (although I don't believe any of BTO's holdings were bought or merged).

More importantly, how do you assess this fund? I'm not sure how to apply foolish analysis tools to a bank fund like BTO. It's kind of perplexing.

Thanks,
Skafen >>

Hi Skafen

I own BTO. You analyze it by comparing it to it's brethren. For me it's a sector play, pure and simple. It saves me from having to choose from among a dozen or so bank/S&L stocks. So I'm reduced to one decision: Buy, Sell or Hold.

Foolishly,
Peter Lincoln
TMF BALDer
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No. of Recommendations: 0
Hello,

My mother bought shares of BTO for me a few years back, and until recently any mailings for that fund were going to some black hole because I had to change it recently to my current one.

What I'm having trouble with is where to find research about this fund, so I don't even know what to think about it. How do you know that it's a sector finance fund? Should I be just waiting for mailings? Is there a prospectus online somewhere that I'm just not looking hard enough for? Any pointers?

Thanks!!

:)

Gene
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