Amidst the sound of roaring stocks over the last few months, large cap equity income funds have remained somewhat muted, but they may garnering a closer look by skittish investors who may long for quality and stability in their portfolios . The stock market may be ebbing higher but the swells are changing direction and [...]
Choosing the right income investment fund or funds to hold in your portfolio has never been more difficult as it is now. In absolute terms, rates are so low that it seems there really is just direction for them to head: up. This puts pressure on bond prices, reducing the Net Asset Value (NAV) of [...]
In our recent post about the views of Phil Maisano, of Dreyfus Investments (an “average” mutual fund company that ranks in the low 30′s for market share among other investment fund companies based on assets under management), the third item on the “Dreyfus test” spoke to the large amount of cash that corporations seem to [...]
Not too long ago, we suggested that the future of mutual funds would see a sharp increase in the demand for income funds. This demand will result in greater pressure for fund managers who will need to seek yields elsewhere since bond yields, as low as they have been and may remain in the near [...]
Domestic equity funds are an interesting beast. And buyers of these funds confirm this; with August’s numbers in at Morningstar, domestic equity funds saw outflows of $14.3 Billion for the month and outflows of $42.2 Billion for the year. The biggest hit was felt by large cap growth and large cap value. So where are [...]
Vanguard dividend funds are known for quality, the same way that the name Mercedes Benz is known for quality in automotive circles. The same is true for the Vanguard Wellesley Income Fund (VWINX); top notch performance that is a worthy and powerful competitor to any other dividend funds or income funds. Vanguard Dividend Funds Are [...]
Mutual funds serve a great need. This much is obvious when one looks at the total assets under management that many of these mutual funds are responsible for turning into profit and distributions. But what a lot of market observers quickly notice is that the most popular funds are those that provide an income with [...]
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 [...]
One of the reasons we like the Ivy Small Cap Value fund so much that we named it as one of our top mutual fund picks for 2010 is that it invests heavily in the right kind of financial services firms. The kind that have great value, even if they are consider small cap stocks [...]
Our site has seen a lot of traffic coming in to see what our 2010 Top Pick has been… and why. Although more and more investment sites are starting to see the true potential in high yield investments, there is still a lot of negativity when it comes to these types of mutual funds particularly [...]
It will probably come as a surprise to many investors that Bond funds offer as many practical options as many of the equity funds on the market. As far as bond funds are concerned, you can have core bond funds that are high quality, low risk and you can high yield bond funds that offer mid quality and medium/high risk.
