In our expository look at the holding similarities in top performing equity funds, we saw that a few funds actually shared some overlapping top security holdings as well as the obvious overlaps in sectors (remember, many funds hold Financial Services as a top holding with Industrial Materials being a favorite “second” or “third” top holding). [...]
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 [...]
There is no denying the important role that balanced mutual funds play in one’s investment career. Whether you are a hands-on investor or someone who would prefer to have no involvement whatsoever when it comes to investment management, the right balanced mutual funds can easily find a home in your portfolio. In fact, many investors [...]
The idea of tactical asset allocation when it comes to your mutual fund investments can mean a couple of things. Either way, it will involve some risk taking on your part as the investor. However, in saying as much, remember that the nature of mutual fund investments is to diversify out the risks by holding [...]
