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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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, [...]
Ask nearly every professional mutual fund manager what they do for a living and their response might surprise you. While normal people like the rest of the world see (many) mutual funds as fine examples of investment strategy, security picking and so on, the professionals who pull the trigger on trades actually see their roles [...]
Just yesterday (February 14, 2010) the Mutual Fund Site announced its top small cap pick for 2010 — the Ivy Small Cap Value fund. In that long-winded post, we outlined various reasons why this small cap fund is a no brainer, why all of the ducks are lined up and its sights for gains are [...]
Mutual Funds are an interesting beast when you get into dividend funds. Some investors feel that dividend funds are where to invest any and all amounts of money and this argument actually has some merit. After all, dividend-paying securities usually generate enough cash to make dividend payments and they are typically the largest stocks by [...]
Despite all of the press out there that suggests that high yield investments are not where investors want to invest, there is a small group of professionals (including those of us at the Mutual Fund Site) that believe that these mutual funds are indeed still favorably priced. But not everyone is well suited for high [...]
We talk a lot about the importance of building an all-inclusive portfolio in our Asset Allocation section. As far as Investment Management is concerned, you really need to incorporate all of the different asset classes in order to maintain a properly diversified portfolio that is sure to perform over the long-term and provide steady income [...]
