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 [...]
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 [...]
Although nearly one month remains before the end of the year, the verdict is in as to which mutual funds have continued to do well and which will have left investors a little disappointed as we head into the new year. We can see quite clearly in many cases that the winners we look at [...]
Not too long ago, we suggested that the future of mutual funds would see a sharp increase in the demand for income funds. This demand will result in greater pressure for fund managers who will need to seek yields elsewhere since bond yields, as low as they have been and may remain in the near [...]
People invest in mutual funds for many different reasons, but one of them can simply stated in the following: they want the funds to excel during periods of market strength and to water-down losses when markets soften. This is perhaps even more true with balanced funds, even moderate allocation balanced funds like the Vanguard Wellington [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
