Tag Archives: mutual funds
Equity Funds Make Shift Into Energy

Equity Funds Make Shift Into Energy

Posted 18 April 2011 | By Chris | Categories: Asset Allocation, Balanced Funds, Dividend Funds, Growth Funds, Investment Strategy, Mutual Funds | No Comments

Back in November, we took at look at Top Holdings Among Equity Funds and found that Apple, IBM and Google were among the favorites. Now, with more powerful research capabilities, we have been able to take a deeper look into the 40+ equity mutual funds that we we cover at the Site and we have [...]

April’s Data Highlights the Best Equity Mutual Funds

April’s Data Highlights the Best Equity Mutual Funds

Posted 16 April 2011 | By Chris | Categories: Growth Funds, Investment Strategy, Mutual Funds, Small Cap Funds | No Comments

With an eye out for the best equity mutual funds on the market, it makes sense that we might want to look at past performance as a way to not only measure up our 2011 Watch List, but to see whether what we say here at the Site really holds any value for our readers. [...]

Top 10 Growth Mutual Funds To Watch in 2011

Top 10 Growth Mutual Funds To Watch in 2011

Posted 06 April 2011 | By Chris | Categories: Growth Funds, Industry Commentary, Investment Strategy, Mutual Funds, Small Cap Funds | No Comments

Considering the select group of investment funds that we cover at the Mutual Fund Site, one might think that arriving at a list of the Ten Best Equity Mutual Funds to watch in 2011 would be a simple task. After all, the 50 different mutual funds that we cover and continue to monitor are, by [...]

Investing in Japan

Investing in Japan

Posted 30 March 2011 | By Chris | Categories: Growth Funds, Mutual Funds | No Comments

Warren Buffett was one of the first to vocally express just how much opportunity lies in Japan following the devastating earthquake which was followed up by a dead tsunami. What does this mean for investors with much less than Buffett’s billions to invest in business that will profit in one of the largest Asian economies? [...]

The Importance of 12,000 on the Dow Jones

The Importance of 12,000 on the Dow Jones

Posted 02 February 2011 | By Staff | Categories: Industry Commentary, Investment Strategy | No Comments

A day after the Dow Jones closed about 12,000, stocks traded in a narrow, virtually flat range. The pause in the rally provided time for some equity growth funds to breathe, many of which have realized returns greater than 3.5%, which is roughly what the S&P 500 has gained so far this year. Despite the [...]

ExxonMobil Earnings Increase by 57%

ExxonMobil Earnings Increase by 57%

Posted 01 February 2011 | By Staff | Categories: Dividend Funds, Growth Funds, Industry Commentary, Investment Management, Mutual Funds | No Comments

As a staple among energy shares held by equity mutual funds, ExxonMobil Corporation came through with spectacular results for its fourth quarter as well as 2010 as a whole. In a press release filed by the company, earnings excluding special items increased 57% for the year to $30.5 billion from $19.4 billion the year before. [...]

IBM’s Application To Be a Corporate World Changer

IBM’s Application To Be a Corporate World Changer

Posted 01 February 2011 | By Chris | Categories: Dividend Funds, Growth Funds, Investment Management, Mutual Funds | No Comments

Since the new year, International Business Machines (IBM) has been on something of a tear. This morning in a Bloomberg News article, the company revealed a software solution (or application as they are more popularly known these days) that could truly revolutionize social networking on a corporate level. Beneficiaries of the solution include Apple for [...]

Is It Over For Emerging Markets Funds?

Is It Over For Emerging Markets Funds?

Posted 31 January 2011 | By Rich | Categories: Emerging Markets Funds, Investment Strategy, Mutual Funds | No Comments

by Rich Best Emerging markets growth funds have turned in a stellar performance over the last two years and many analysts are forecasting continued growth albeit on a more selective basis. Across the board, emerging market economies have thrived as investment dollars searched for havens away from sagging western economies and they have taken every [...]

Microsoft Tops Earnings

Microsoft Tops Earnings

Posted 28 January 2011 | By Staff | Categories: Growth Funds, Industry Commentary, Mutual Funds | No Comments

Two American Funds Equity Funds To Piggyback on Microsoft Earnings The world’s largest PC Software, Microsoft, announced record second-quarter earnings despite a slowdown in computer sales for the month of December — see our earlier report on Durable Goods. According to the Wall Street Journal, Microsoft’s diluted earnings per share of $0.77 exceeded analyst targets [...]

GE, Two Awesome Equity Funds and Durable Goods Orders

GE, Two Awesome Equity Funds and Durable Goods Orders

Posted 28 January 2011 | By Staff | Categories: Growth Funds, Industry Commentary, Mutual Funds | No Comments

The Commerce Department announced today that durable goods orders continued to climb, up in December after having climbed in November as well. While the overall trend is certainly promising, deeper investigation into the numbers reveals how some equity mutual funds will benefit and others may suffer. One of the key statistics reported by Bloomberg News [...]

Equity Funds Need To Hit The Mark In The Smart Phone Space

Equity Funds Need To Hit The Mark In The Smart Phone Space

Posted 28 January 2011 | By Chris | Categories: Growth Funds, Industry Commentary, Mutual Funds | No Comments

The world’s largest mobile phone maker, Nokia, lowered its outlook for the first quarter of its 2011 fiscal year. Its toughest competitors, Apple and Google’s Android, have been putting pressure on margins. Nokia Chief Executive Officer, Stephen Elop, forecasted that margins would drop in the 7 to 10 percent range, lower than its current margins [...]

The Fallibility of Past Performance

The Fallibility of Past Performance

Posted 27 January 2011 | By Rich | Categories: Financial Planning, Investment Strategy, Mutual Funds | No Comments

by Rich Best After a rather tumultuous decade in which the overall performance of mutual funds is best described as anemic, we may be entering a period of redemption that could have investors smiling again. But the recent financial storm has left the waters somewhat murky, so, before jumping back into the water, investors should [...]

Strong Earnings Out of ConocoPhillips to Benefit 3 Funds

Strong Earnings Out of ConocoPhillips to Benefit 3 Funds

Posted 27 January 2011 | By Staff | Categories: Growth Funds, Industry Commentary, Mutual Funds | No Comments

One of the world’s leading integrated energy companies, ConocoPhillips announced earnings today, pushing its share price up by 2.09% or $1.41 to $68.89 at 11:01AM Tuesday. The company saw an increase to its adjusted earnings to the tune of 79.6%, an increase in earnings to $8.8 billion compared to adjusted earnings in 2009 of $4.9 [...]

More Recalls Out of Toyota: Third Avenue Has Exposure

More Recalls Out of Toyota: Third Avenue Has Exposure

Posted 27 January 2011 | By Staff | Categories: Growth Funds, Industry Commentary, Investment Management | No Comments

Amidst its efforts to rebuild its reputation, Toyota Motors Corp. issued a recall on 1.7 million vehicles. This latest recall will most definitely irk Toyota President Akio Toyoda who underlined his company’s goal of repairing Toyota’s reputation as a safe and reliable auto maker at the Detroit Auto Show. This latest recall will most certainly [...]

Will Equity Income Funds Finally Regain Respect?

Will Equity Income Funds Finally Regain Respect?

Posted 26 January 2011 | By Rich | Categories: Bond Funds, Growth Funds, Mutual Funds | No Comments

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 [...]