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 [...]
In our recent post about the attractiveness of value funds, we mentioned how the ING Equity Dividend Fund (IEDAX) was one of those large cap equity funds that we found particularly attractive. This is one of those mutual funds that has not only been rather successful on a year to date basis, but has managed [...]
Interestingly, value funds seem to be the type of domestic equity funds that investors should be seeking out. But of course, anything that has domestic equities in it seems to be a source of fear among mutual fund investors. With so many people getting out of equity funds and opting for bond funds and emerging [...]
As far as equity funds go, the year has not been too kind to managers who have taken decisive positions on particular sectors and domestic equities. For some mutual funds, this has resulted in a huge shift from equity funds to bond funds or emerging market funds. But something tells us that investors of the [...]
As a bond fund and dividend fund alternative, indecisive investors might be wise to start looking at balanced funds. The reason why some balanced funds might be so appealing is that a properly managed balanced fund will achieve the best of both worlds – income generation from the fixed income holdings and growth from the [...]
Hailed as one of the best bond fund managers of the current day, Bill Gross at PIMCO is surely a busy bee these days. There are two reasons why this bond fund manager would be so busy. The first is with retail investors running into problems with their individual mutual funds. The trend for retail [...]
If nothing else, the one thing we hope to have to demonstrated about mutual funds as a whole is that they are not only unique in how they read and surf the waves of the market. And one of the trends we have discovered in many of the different mutual funds explored here at the [...]
Bonds and bond funds have offered a great way for investors to enjoy modest and steady returns with minimal volatility. And according to an article found at Yahoo! Finance it seems a ton of investors have decided to drop out of equity investments and opt into bonds instead. (Coincidentally, we just published a brief article [...]
Over the coming months, mutual fund fees will come under greater scrutiny. Of course, there has already been a tremendous amount of attention devoted to fee structures, how the fund companies are compensated, how the adviser is compensated and so on. But what does this mean for the average investor whose financial planner suggests, say [...]
Nearly a decade ago, David B. Leoper of Wealthcare Capital Management published a well-read paper on asset allocation. In his paper, he argued that diversification alone, which we underline here at the Mutual Fund Site, is not enough to water down the risk attributes of a portfolio. It seemed to me when I first came [...]
A mutual fund’s expense ratios essentially tell an investor how much money the fund spends in terms of, well, expenses. And when all of us in the rest of the world are so concerned about expenses, how we spend our money, should we not be concerned about the way people who come up with our [...]
There should be little surprise that so many investors are interested in learning more about China Mutual Funds. While the Mutual Fund Site has only spoken about China in a round-about reference to one of the world’s greatest portfolio managers (Anthony Bolton), it makes some sense to review some of the risks associated with an [...]
It appears that a lot of people who find the Mutual Fund Site are looking for help with investing $10,000. Although we cannot “tell” people how to invest 10,000 dollars, we can certainly help them along in their investment journey, whether through our Free Asset Allocation Model service or our specific fund recommendations like our [...]
A little more than 3 months ago, the Mutual Fund Site provided a couple of firm recommendations on where mutual funds investors should invest their money. As far as we were concerned, these were exactly where to invest, even though our gut told us at the time that then-current market conditions made such a task [...]
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 [...]
