Back in November, we took at look at Top Holdings Among Equity Funds and found that Apple, IBM and Google were among the favorites. Now, with more powerful research capabilities, we have been able to take a deeper look into the 40+ equity mutual funds that we we cover at the Site and we have [...]
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With an eye out for the best equity mutual funds on the market, it makes sense that we might want to look at past performance as a way to not only measure up our 2011 Watch List, but to see whether what we say here at the Site really holds any value for our readers. [...]
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Considering the select group of investment funds that we cover at the Mutual Fund Site, one might think that arriving at a list of the Ten Best Equity Mutual Funds to watch in 2011 would be a simple task. After all, the 50 different mutual funds that we cover and continue to monitor are, by [...]
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When it comes to IRA discussions, there are two good solutions for those that qualify. The traditional IRA and the relatively new and frequently under-utilized Roth IRA are both available for most families. Though each is intended to be retirement savings, there are some big differences in how both account types will work. Tax Deductible [...]
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Warren Buffett was one of the first to vocally express just how much opportunity lies in Japan following the devastating earthquake which was followed up by a dead tsunami. What does this mean for investors with much less than Buffett’s billions to invest in business that will profit in one of the largest Asian economies? [...]
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Rich Best Although investors and analysts continue to focus on the relentless climb of the stock market and proffering their two cents on its near term direction, the 800 pound gorilla in the room is starting to beat its chest and becoming more difficult to ignore. For the most part, the prospect of inflation has [...]
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As the stock market continues its two year surge and long bonds prices slump in response, the PIMCO Total Return Fund (PTTRX), which grew nearly 100% over the last ten years, appears to be receding into the background as investors jump into equity funds. Although it has recovered a portion of its 5% decline in [...]
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A day after the Dow Jones closed about 12,000, stocks traded in a narrow, virtually flat range. The pause in the rally provided time for some equity growth funds to breathe, many of which have realized returns greater than 3.5%, which is roughly what the S&P 500 has gained so far this year. Despite the [...]
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One of Apple’s most popular products has been losing steam and the general fear among equity mutual fund investors is that the iPad’s loss of market share could result in a weaker returns for their funds. Without question, an investment in Apple stock has resulted in tremendous gains for the equity funds that hold this [...]
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The US Economy has begun the new year on something of a tear according to data out of the Commerce Department and the Institute for Supply Management. According to information posted at both websites, consumer spending rose 0.7% in December and the ISM showed that the business barometer increased to 68.8 (figures above 50 generally [...]
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As a staple among energy shares held by equity mutual funds, ExxonMobil Corporation came through with spectacular results for its fourth quarter as well as 2010 as a whole. In a press release filed by the company, earnings excluding special items increased 57% for the year to $30.5 billion from $19.4 billion the year before. [...]
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Since the new year, International Business Machines (IBM) has been on something of a tear. This morning in a Bloomberg News article, the company revealed a software solution (or application as they are more popularly known these days) that could truly revolutionize social networking on a corporate level. Beneficiaries of the solution include Apple for [...]
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by Collin Hedegard That’s right! Families can utilize long term care insurance to protect other investments. Specifically, this type of insurance can provide two types of protection. The first is the pure insurance against having to pay for extended medical care such as nursing homes, assisted living, or home health care. The second protection is [...]
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by Rich Best Emerging markets growth funds have turned in a stellar performance over the last two years and many analysts are forecasting continued growth albeit on a more selective basis. Across the board, emerging market economies have thrived as investment dollars searched for havens away from sagging western economies and they have taken every [...]
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Earlier in the week, there was talk about the Dow Jones Industrial average hitting 12,000. Although the intraday average might have hit that magic number, the it failed to end the trading day above 12,000. For many, this meant flat day-to-day performance for their domestic equity funds throughout the week. And then Friday happened. Despite [...]
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