An interesting piece in the October 30, 2010 publication of the Economist the suggests that China may not be as big a deal as we are all making it out to be. The article, titled The Indispensable Economy? China May Not Matter Quite As Much As You Think, makes a strong case for not investing [...]
CORRECTION NOTICE: Assets under management should read $291 million… don’t know where our erroneous information came from. We have updated the post accordingly and apologize for the inconvenience this has caused. Ed. Specialty mutual funds leave a lot of people feeling uneasy, and for good reason. They are synonymous with that four-letter word that most [...]
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 [...]
Often, the most interesting mutual funds we come across are those that fly under the radar. It may seem a little strange then that a strong emerging markets funds could do that; fly under the radar. After all, people who are pulling money from domestic growth funds are dumping their cash into one of two [...]
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 [...]
Dividend funds are all the rage these days. Everywhere you look, including here at the Mutual Fund Site, you will find something about dividend mutual funds and how they are the perfect investment for people who are worried about rising rates, who need income and who also like the idea of enjoying capital growth through [...]
The lagging small cap category this year has been the small cap growth category. At the Mutual Fund Site, we decided to take a quick peek at a fund that fell into this category and like the top performers we examined last month, the Marshall Small-Cap Growth Fund (MASCX) is an above-average fund. Rated at [...]
There is a difference between investing in China and investing in China’s growth. This is a careful distinction that a lot of investors fail to make, yet it is a necessary one if one is seeking to profit from the undeniable growth that the Chinese people are expected to enjoy in the years to come. [...]
There should be little surprise that so many investors are interested in learning more about China Mutual Funds. While the Mutual Fund Site has only spoken about China in a round-about reference to one of the world’s greatest portfolio managers (Anthony Bolton), it makes some sense to review some of the risks associated with an [...]
As one of the BRIC nations (Brazil, Russia, India and China), China represents a huge opportunity for investors with nerves of steel and a risk tolerance that most people would love to have (particularly when it comes to alpha-male poker tourneys). When it comes to mutual funds, legendary manager Anthony Bolton has come out of [...]
