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 [...]
The small cap growth category is an interesting one. Since small cap mutual funds are an interesting breed to begin with, investing in small cap growth funds implies less risk in a category that is abundant with risk anyway. The Wells Fargo Advantage Small Cap Growth fund illustrates just how it can be that a [...]
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. [...]
In an article published at Bloomberg.com on March 18, 2010, it was noted that bonds issued by financial services firms like JP Morgan and Credit Suisse in particular came with rates that were substantially higher than rates in the general market. What this means for mutual funds and growth funds in particular is that there [...]
In order to achieve long-term growth within your mutual funds portfolio it is believed you will need to incorporate a fairly significant amount of equity or growth funds. While this certainly seems to be a valid argument based on historical rates of return and the difficulty associated with accurate market timing, not all investors need [...]
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 [...]
The idea of using the yield curve to forecast the future of the economy is nothing new, not to mutual fund managers anyway and particularly not for people who are interested in, investing in or working for bond funds. It is an essential ingredient to cooking up the right investment management strategy for the quarter [...]
One of the most e-mailed op-ed columns in the NY Times was published on February 1, 2010… a few days after the Mutual Fund Site released its write-up on the Dryden Financial Services Fund, a mutual fund that has a strong reputation for its investment management prowess and stunned investors with staggering returns in 2009. [...]
It seems that any time positive news comes out about the state of the economy, growth funds and small-cap funds in particular get a nifty little boost in value. It stands to reason, of course, that as the markets react to such positive news, so too should mutual funds. But what mutual funds stand to [...]
Choosing the right growth funds for 2010 is not an easy task. Normally, this might not pose such a problem because growth funds tend to perform over the long-term, unlike some other mutual funds which perform better at certain times in the year or economic cycle. But after a fairly remarkable 2009 to follow up [...]
If one were to look at high return investments, there could be a couple of places one might look. Growth funds might be an obvious starting point, but is quite likely too generic a field to find something with true, high returns. In most cases, one will have to resort to specialized fields. Over the [...]
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 [...]
