In our look at the similarities in top performing mutual funds, there were a few individual securities in the top 3 holdings that stood out as potential favorites. One of the most popular holdings was Apple, Inc., a strong company in our view based on several external coverage pieces and write-ups. We believe there are [...]
Of all of the 39 equity funds that we have reviewed so far in 2010, there are some fairly interesting conclusions to be drawn. Now, these funds include domestic, international, emerging markets, dividend and small cap funds that we have reviewed. Overall, however, two overwhelming trends that we noticed are the following: 16 of 39 [...]
Admittedly, November has started off quite slow here at the Mutual Fund Site. But given some of the recent events that we have seen (historic mid-term elections, the news of more quantitative easing also known as QE2), it seems wise on our part to let the dust settle before we start stirring things up again. [...]
An interesting piece in the October 30, 2010 publication of the Economist the suggests that China may not be as big a deal as we are all making it out to be. The article, titled The Indispensable Economy? China May Not Matter Quite As Much As You Think, makes a strong case for not investing [...]
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 [...]
When it comes to diversification, the primary purpose is to eliminate security specific risk to the point where all you are left with is systemic risk. What many mutual funds aim to do is further reduce that risk by holding handfuls of securities. Balanced funds will hold cross-sector as well as cross-asset class securities while [...]
One of the most surprising figures surrounding the mutual fund industry should not be much of a surprise at all. The fact that domestic equity funds continue to bleed should not be all that much of a surprise given that positive and attractive gains clocked in other asset classes and equity groups. According to Morningstar’s [...]
Normally the month of May brings about festivities. For example, the Cinco de Mayo celebrates Mexico’s victory over French forces in 1862. And this type of celebration happens across Europe as well, with many countries putting on “May Day” parades. For some, however, May is reminiscent of a “flash crash” that cut into the market [...]
Regular visitors know that we are fairly bullish on domestic equity funds heading into 2011. Of the different mutual funds we have looked at, most of them have been decent enough for most investors and we can see where they might fit in a moderate-type of investment portfolio. Of course, there are always risks with [...]
This idea of a “new” normal is an interesting one. We touched on it briefly when we wrote about Domestic Equity Funds and how we saw a bright future for equity funds heading into 2011. Our position remains the same and we believe there are plenty of very convincing reasons for trusting that the domestic [...]
A decade can be a funny thing. For many, it is a measure of success or failure (e.g. “I wish I had made my first million by 40″), for others a reason to celebrate (e.g. “It’s grandma’s 90th birthday!”). And so it goes with mutual funds. For example, Morningstar recently reported that the past decade [...]
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 [...]
In a recent Bloomberg piece, investment billionaire Ken Fisher called the “new normal” “idiotic.” The new normal he refers to is the one that suggests that US economy will have less relevance in a global playing field. And by idiot, what Ken Fisher is saying is that the US economy will remain a global powerhouse [...]
As spooky as it may seem, odds are on my side that I know where you invested this summer. And statistically speaking, that means I know where you did not invest this past summer as well. First off, let’s take a look at where you most likely invested: bond funds, emerging markets funds and maybe [...]
Emerging Markets Funds are arguably one of the hottest mutual funds segments today. For the most part, people who are looking for equity exposure and are fed up with domestic equity funds and their performance will turn to the emerging markets as a way to increase their portfolio’s performance while at the same time avoiding [...]
