Small cap funds have been among this year’s top performing mutual funds. They have attracted some interest from equity fund investors who have given up on large cap growth funds. But so have international funds. So the question becomes, what if you put small cap and international together? If you have ever wondered this (most [...]
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 [...]
Warren Buffett did not make billions investing the way all of the popular kids invested. And so it should be that mutual fund investors should not look for solutions that all of the popular equity funds when they are looking for where to invest their money. In fact, our article about contrarian investing suggest that [...]
The cash flows for mutual funds tells this story: people are favoring international investments over domestic equity investments. Now, a good chunk of those international investments happen to be in bonds where yields are marginally better and currency hedging is done with ease and simplicity (a lot of investors do not even know it is [...]
For a lot of investors, the idea of dumping money into domestic dividend funds may not be all that appealing. With the exception of a few, yields earned within these mutual funds are not all that impressive and some investors remain skittish about the prospects for the domestic equity markets. So for these investors, the [...]
Gold funds make up a fairly lucrative part of the mutual funds industry, although not many conservative investors would know it. Of course, some of the returns that a lot of gold funds are reporting can be largely attributed to recent monumental gains in the price of Gold itself, but if you strip away the [...]
