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TechnoratiPost tagged with mutual funds
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Fund investing: How the mighty have fallen — but that's OK
May 14th, 201008:20 AM ETBy Mark BillerWhen a certain mutual fund does especially well for you during a particular market season, it's easy to fall in love and hold on to that fund forever (or at least much longer than you otherwise would, absent the initial success). That can be a big mistake. One of the primary virtues of SMI's Fund Upgrading strategy is it helps keep us from get... -
"Three questions to ask of a top-performing mutual fund"
April 13th, 201010:26 AM ETBy Austin PryorA few days ago, I asked if you were on the outside looking in as the market continues its long and steady advance. If so, you're not alone. MarketWatch writer Chuck Jaffe points out that while the S&P 500 is up about 50% over the past year (from 3/31/09 through 3/31/10), relatively few investors have been along for the ride. Jaffe provides d... -
How important are mutual fund expenses really?
March 26th, 201012:15 PM ETBy Mark BillerYou've probably seen articles explaining that mutual fund investors pay higher costs than they realize due to funds incurring "hidden" costs that aren't reflected in the published "expense ratio." Such articles (here's a recent example from Morningstar) usually disparage funds that do a lot of trading because they tend to incur higher levels of t... -
"Yesterday's winners, tomorrow's losers"
January 27th, 201009:58 AM ETIn an article on passive vs. active approaches to mutual-fund investing, the Wall Street Journal quotes Vanguard founder (and passive indexing guru) John Bogle on what is perhaps the biggest challenge facing active investors: "Yesterday's winners," said Bogle, "are far more likely to be tomorrow's losers." In other words, many actively managed... -
Leaders, Laggards, and Upgrading
November 25th, 200911:46 AM ETBy Austin PryorAs we approach year-end, we'll be seeing the usual articles that take a look back at the wild ride that has been 2009. Here's one from Morningstar naming Four Big Mutual Fund Surprises of 2009. On the pleasant-surprise side, Upgraders will find two familiar names. Brown Capital Management Small Company (BCSIX) was added to our recommended list... -
More index funds and ETFs coming to 401(k)s
July 23rd, 200911:46 AM ETBy Joseph SlifeNinety percent of 401(k)/403(b) money invested in mutual funds is in actively managed funds, even though, as a whole, such funds tend to perform less well over time than passively managed index funds. The main reason retirement accounts are way overbalanced toward actively managed funds is simply that - for various reasons - many employer-spon... -
Everything you ever wanted to know about mutual funds - 2009 edition
June 11th, 200909:24 AM ETBy Joseph SlifeI guess you could call me a data nerd. I like to pore over charts, graphs, and tables. And such things are abundant in the Investment Company Institute's just-released 49th edition of the Fact Book on the mutual-fund industry. (ICI is the mutual fund trade association). I realize that information on such things as "Characteristics of Mutual F...
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