This idea of a “new” normal is an interesting one. We touched on it briefly when we wrote about Domestic Equity Funds and how we saw a bright future for equity funds heading into 2011. Our position remains the same and we believe there are plenty of very convincing reasons for trusting that the domestic [...]
Just last week, we wrote about one emerging markets fund that took a pretty clear position in India over China. The fund in question was the Virtus Emerging Markets Opportunities Fund (HEMZX) which is a large cap growth fund that has fairly low risk and has provided below average returns for investors. But what intrigued [...]
A decade can be a funny thing. For many, it is a measure of success or failure (e.g. “I wish I had made my first million by 40″), for others a reason to celebrate (e.g. “It’s grandma’s 90th birthday!”). And so it goes with mutual funds. For example, Morningstar recently reported that the past decade [...]
In a recent Bloomberg piece, investment billionaire Ken Fisher called the “new normal” “idiotic.” The new normal he refers to is the one that suggests that US economy will have less relevance in a global playing field. And by idiot, what Ken Fisher is saying is that the US economy will remain a global powerhouse [...]
As spooky as it may seem, odds are on my side that I know where you invested this summer. And statistically speaking, that means I know where you did not invest this past summer as well. First off, let’s take a look at where you most likely invested: bond funds, emerging markets funds and maybe [...]
Domestic equity funds are an interesting beast. And buyers of these funds confirm this; with August’s numbers in at Morningstar, domestic equity funds saw outflows of $14.3 Billion for the month and outflows of $42.2 Billion for the year. The biggest hit was felt by large cap growth and large cap value. So where are [...]
If you were to sit down and survey the best performing domestic equity funds available on the market, you would notice quite quickly that small and mid cap value funds are right there at the top. In fact, these are probably the best performing mutual funds overall. Unlike the performers ahead of the mid cap [...]
As a bond fund and dividend fund alternative, indecisive investors might be wise to start looking at balanced funds. The reason why some balanced funds might be so appealing is that a properly managed balanced fund will achieve the best of both worlds – income generation from the fixed income holdings and growth from the [...]
It seems inevitable that people are now dumping their equity funds and moving into those “hot” mutual funds, like the latest and greatest bond fund and the sexiest emerging markets fund to cross the front pages of our favorite investing websites or magazines. It seems inevitable because that is exactly what happens before a bubble [...]
A few days ago, we wrote about how Index Funds are not the easy solution that many mutual fund investors would like them to be. In fact, there are about as many different categories of index funds are there are other specialty asset classes, which actually makes choosing the right index fund about as easy [...]
Although there is a lot to be said about investing in Index Funds rather than actively managed mutual funds, the decision as to which Index Fund in which you should invest is no easy task. Search for the term Index Funds at Yahoo! Finance and you will get no less than 650 results! This is [...]
One of the emerging trends which has grabbed our attention here at the Mutual Fund Site and is something clearly worth bringing up again is that despite there being some benefits to holding high yield investments in 2010 (we refer specifically to our top pick among bond funds, the Janus High Yield Fund (JAHYX)), the [...]
Bonds and bond funds have offered a great way for investors to enjoy modest and steady returns with minimal volatility. And according to an article found at Yahoo! Finance it seems a ton of investors have decided to drop out of equity investments and opt into bonds instead. (Coincidentally, we just published a brief article [...]
Over the last few weeks, the Mutual Fund Site has taken an overly cautious position when it comes to the popularity of dividend funds. This would be no secret to regularly visitors, but in hindsight it seems to us that we have not adequately explained why dividend funds are so popular right now. Well, maybe [...]
Dividend funds. You hear and read about them every time you visit a site or watch CNBC or any other “popular” investment media. But dividend funds, while a great investment idea about, oh, three months or so ago make more sense than your typical bond funds, they are not for everyone. A couple of weeks [...]
