No question, small cap funds have been on something of a tear. As the one segment that has actually performed among all equity funds, small cap has seen a lot of action over the past year. In fact, many investors have looked to small caps for protection where large cap funds have been unable to [...]
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 [...]
A decade can be a funny thing. For many, it is a measure of success or failure (e.g. “I wish I had made my first million by 40″), for others a reason to celebrate (e.g. “It’s grandma’s 90th birthday!”). And so it goes with mutual funds. For example, Morningstar recently reported that the past decade [...]
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 [...]
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 [...]
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. [...]
When we look at the recent popularity of bank stocks, it is evident that a lot of people will get burned. The recent run up has resulted in higher volatility, which means that just as quickly as things have risen, they will drop. And up until the point that the prices really start to head [...]
Growth funds are something of a sub-asset class when it comes to your overall asset allocation model. In most cases, growth funds are part of the equity holdings, but depending on your income class profile there could be a growth component to the income class as well. In the case of the income glass, growth [...]
