Tag Archives: equity
Equity Funds Make Shift Into Energy

Equity Funds Make Shift Into Energy

Posted 18 April 2011 | By Chris | Categories: Asset Allocation, Balanced Funds, Dividend Funds, Growth Funds, Investment Strategy, Mutual Funds | No Comments

Back in November, we took at look at Top Holdings Among Equity Funds and found that Apple, IBM and Google were among the favorites. Now, with more powerful research capabilities, we have been able to take a deeper look into the 40+ equity mutual funds that we we cover at the Site and we have [...]

April’s Data Highlights the Best Equity Mutual Funds

April’s Data Highlights the Best Equity Mutual Funds

Posted 16 April 2011 | By Chris | Categories: Growth Funds, Investment Strategy, Mutual Funds, Small Cap Funds | No Comments

With an eye out for the best equity mutual funds on the market, it makes sense that we might want to look at past performance as a way to not only measure up our 2011 Watch List, but to see whether what we say here at the Site really holds any value for our readers. [...]

The Importance of 12,000 on the Dow Jones

The Importance of 12,000 on the Dow Jones

Posted 02 February 2011 | By Staff | Categories: Industry Commentary, Investment Strategy | No Comments

A day after the Dow Jones closed about 12,000, stocks traded in a narrow, virtually flat range. The pause in the rally provided time for some equity growth funds to breathe, many of which have realized returns greater than 3.5%, which is roughly what the S&P 500 has gained so far this year. Despite the [...]

iPad To Lose Market Share in Tablet Segment

iPad To Lose Market Share in Tablet Segment

Posted 02 February 2011 | By Chris | Categories: Growth Funds, Industry Commentary, Investment Strategy, Mutual Funds | No Comments

One of Apple’s most popular products has been losing steam and the general fear among equity mutual fund investors is that the iPad’s loss of market share could result in a weaker returns for their funds. Without question, an investment in Apple stock has resulted in tremendous gains for the equity funds that hold this [...]

Markets Positioned to Gain on Strong Economic Data

Markets Positioned to Gain on Strong Economic Data

Posted 01 February 2011 | By Staff | Categories: Industry Commentary, Mutual Funds | No Comments

The US Economy has begun the new year on something of a tear according to data out of the Commerce Department and the Institute for Supply Management. According to information posted at both websites, consumer spending rose 0.7% in December and the ISM showed that the business barometer increased to 68.8 (figures above 50 generally [...]

ExxonMobil Earnings Increase by 57%

ExxonMobil Earnings Increase by 57%

Posted 01 February 2011 | By Staff | Categories: Dividend Funds, Growth Funds, Industry Commentary, Investment Management, Mutual Funds | No Comments

As a staple among energy shares held by equity mutual funds, ExxonMobil Corporation came through with spectacular results for its fourth quarter as well as 2010 as a whole. In a press release filed by the company, earnings excluding special items increased 57% for the year to $30.5 billion from $19.4 billion the year before. [...]

IBM’s Application To Be a Corporate World Changer

IBM’s Application To Be a Corporate World Changer

Posted 01 February 2011 | By Chris | Categories: Dividend Funds, Growth Funds, Investment Management, Mutual Funds | No Comments

Since the new year, International Business Machines (IBM) has been on something of a tear. This morning in a Bloomberg News article, the company revealed a software solution (or application as they are more popularly known these days) that could truly revolutionize social networking on a corporate level. Beneficiaries of the solution include Apple for [...]

Is It Over For Emerging Markets Funds?

Is It Over For Emerging Markets Funds?

Posted 31 January 2011 | By Rich | Categories: Emerging Markets Funds, Investment Strategy, Mutual Funds | No Comments

by Rich Best Emerging markets growth funds have turned in a stellar performance over the last two years and many analysts are forecasting continued growth albeit on a more selective basis. Across the board, emerging market economies have thrived as investment dollars searched for havens away from sagging western economies and they have taken every [...]

Markets Get Hammered; Expect Equity Funds To Be Down

Markets Get Hammered; Expect Equity Funds To Be Down

Posted 29 January 2011 | By Chris | Categories: Growth Funds, Industry Commentary, Investment Strategy, Mutual Funds | No Comments

Earlier in the week, there was talk about the Dow Jones Industrial average hitting 12,000. Although the intraday average might have hit that magic number, the it failed to end the trading day above 12,000. For many, this meant flat day-to-day performance for their domestic equity funds throughout the week. And then Friday happened. Despite [...]

Amazon.com Earnings Good. Just Not Great.

Amazon.com Earnings Good. Just Not Great.

Posted 28 January 2011 | By Staff | Categories: Industry Commentary, Mutual Funds | No Comments

Shares of e-tailer Amazon.com sold off sharply in the after-market after the company announced its fourth quarter sales of $12.95 billion, a 36% increase over the previous year. Despite its strong numbers, the earnings fell short of analyst estimates of $12.98 billion. Despite missing the sales number, Amazon.com’s earnings per share figure of $0.91 beat [...]

Microsoft Tops Earnings

Microsoft Tops Earnings

Posted 28 January 2011 | By Staff | Categories: Growth Funds, Industry Commentary, Mutual Funds | No Comments

Two American Funds Equity Funds To Piggyback on Microsoft Earnings The world’s largest PC Software, Microsoft, announced record second-quarter earnings despite a slowdown in computer sales for the month of December — see our earlier report on Durable Goods. According to the Wall Street Journal, Microsoft’s diluted earnings per share of $0.77 exceeded analyst targets [...]

GE, Two Awesome Equity Funds and Durable Goods Orders

GE, Two Awesome Equity Funds and Durable Goods Orders

Posted 28 January 2011 | By Staff | Categories: Growth Funds, Industry Commentary, Mutual Funds | No Comments

The Commerce Department announced today that durable goods orders continued to climb, up in December after having climbed in November as well. While the overall trend is certainly promising, deeper investigation into the numbers reveals how some equity mutual funds will benefit and others may suffer. One of the key statistics reported by Bloomberg News [...]

Equity Funds Need To Hit The Mark In The Smart Phone Space

Equity Funds Need To Hit The Mark In The Smart Phone Space

Posted 28 January 2011 | By Chris | Categories: Growth Funds, Industry Commentary, Mutual Funds | No Comments

The world’s largest mobile phone maker, Nokia, lowered its outlook for the first quarter of its 2011 fiscal year. Its toughest competitors, Apple and Google’s Android, have been putting pressure on margins. Nokia Chief Executive Officer, Stephen Elop, forecasted that margins would drop in the 7 to 10 percent range, lower than its current margins [...]

Strong Earnings Out of ConocoPhillips to Benefit 3 Funds

Strong Earnings Out of ConocoPhillips to Benefit 3 Funds

Posted 27 January 2011 | By Staff | Categories: Growth Funds, Industry Commentary, Mutual Funds | No Comments

One of the world’s leading integrated energy companies, ConocoPhillips announced earnings today, pushing its share price up by 2.09% or $1.41 to $68.89 at 11:01AM Tuesday. The company saw an increase to its adjusted earnings to the tune of 79.6%, an increase in earnings to $8.8 billion compared to adjusted earnings in 2009 of $4.9 [...]

More Recalls Out of Toyota: Third Avenue Has Exposure

More Recalls Out of Toyota: Third Avenue Has Exposure

Posted 27 January 2011 | By Staff | Categories: Growth Funds, Industry Commentary, Investment Management | No Comments

Amidst its efforts to rebuild its reputation, Toyota Motors Corp. issued a recall on 1.7 million vehicles. This latest recall will most definitely irk Toyota President Akio Toyoda who underlined his company’s goal of repairing Toyota’s reputation as a safe and reliable auto maker at the Detroit Auto Show. This latest recall will most certainly [...]