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 [...]
Amidst the sound of roaring stocks over the last few months, large cap equity income funds have remained somewhat muted, but they may garnering a closer look by skittish investors who may long for quality and stability in their portfolios . The stock market may be ebbing higher but the swells are changing direction and [...]
In its latest information on mutual fund flows for the month of December, Morningstar shows that the fixed income asset class is quickly falling out of favor among retail investors who are more inclined to take on risks and search for growth. The areas where investors are placing their fixed-income money do not included large [...]
Choosing the right income investment fund or funds to hold in your portfolio has never been more difficult as it is now. In absolute terms, rates are so low that it seems there really is just direction for them to head: up. This puts pressure on bond prices, reducing the Net Asset Value (NAV) of [...]
Hailed as one of the best bond fund managers of the current day, Bill Gross at PIMCO is surely a busy bee these days. There are two reasons why this bond fund manager would be so busy. The first is with retail investors running into problems with their individual mutual funds. The trend for retail [...]
Not very long ago, the idea of the income asset class, and bond funds in particular was to provide a decent level of interest income. A nice byproduct of bond funds was some of growth potential they had when bought at discounts or sold at premiums. Such mutual funds were rather blase, boring, even cookie [...]
As part of a press released issued today, the Mutual Fund Site is pleased to announce that its top pick is Janus Capital’s High Yield Fund (JAHYX). This fund is arguably the strongest performing fund in the high yield investments segment. While we cannot sell this fund through the site (you will need to speak [...]
