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 [...]
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. [...]
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 [...]
The idea of using dividend funds as a way to protect against potential pressures in the fixed income area of one’s portfolio makes a lot of sense. But not everyone wants a mutual fund that pays a dividend yield. These people feel that if you want an income fund, you look at bonds or other [...]
There is a theory among investors these days that large cap domestic equity funds are not the optimal place to invest. Instead, they prefer some of the more popular investment categories, investing instead in mutual funds with abnormal returns for their categories and which encompass a fairly substantial level of risk. Bond funds come to [...]
Vanguard dividend funds are known for quality, the same way that the name Mercedes Benz is known for quality in automotive circles. The same is true for the Vanguard Wellesley Income Fund (VWINX); top notch performance that is a worthy and powerful competitor to any other dividend funds or income funds. Vanguard Dividend Funds Are [...]
Yield. That has a special meaning these days. With tons of mutual fund investors shifting out of domestic equities and moving into bond funds at the worst possible time in history, yield evidently means different things to different people. For some, yield means safety. For others, it means income. But in reality, what yield means [...]
For a lot of investors, the idea of dumping money into domestic dividend funds may not be all that appealing. With the exception of a few, yields earned within these mutual funds are not all that impressive and some investors remain skittish about the prospects for the domestic equity markets. So for these investors, the [...]
Without question, investing in equity funds right now is a wise decision. This statement contradicts what a lot of people have been doing, which is selling their domestic growth funds and buying into emerging markets funds as well (get ready to gasp) bond funds. Despite some of the favorable forecasts for emerging markets, there is [...]
In our recent post about the attractiveness of value funds, we mentioned how the ING Equity Dividend Fund (IEDAX) was one of those large cap equity funds that we found particularly attractive. This is one of those mutual funds that has not only been rather successful on a year to date basis, but has managed [...]
The Franklin Rising Dividend Fund (FRDPX) is one of those dividend funds that is well worth investigating further if you are looking for a quality dividend fund that is taking a decent gamble on the future of the domestic economy. The Franklin fund has taken a definite position in a recovery and provided that long [...]
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 [...]
As far as dividend funds go, the Invesco Diversified Dividend Fund (LCEIX) has managed to secure itself some high returns, making it a natural short-list favorite among investors who are looking for dividend mutual funds as part of their investment strategy. What makes this Invesco mutual fund such an easy choice also has a lot [...]
The Mutual Fund Site has done this before: gone out on a limb and made a fairly wild claim that if you do X, you will enjoy Y. As far as the variables, X is normally what mutual fund to buy and Y is usually enjoying some kind of returns. Well, to get more specific, [...]
