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 [...]
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 [...]
As the stock market continues its two year surge and long bonds prices slump in response, the PIMCO Total Return Fund (PTTRX), which grew nearly 100% over the last ten years, appears to be receding into the background as investors jump into equity funds. Although it has recovered a portion of its 5% decline in [...]
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 [...]
Once a family and financial planner have determined the best financial instrument, it is time to select specific investments to use within the vehicle. For example, establishing a Roth IRA to generate some ‘tax free’ retirement income is only the first step. It will be important to determine how the money within the new account [...]
With General Electric’s (GE) profit up 51%, it stands to reason that yet another feather has been added to the argument that this will be the year that large cap growth mutual funds enjoy tremendous returns. As a staple to many equity funds, GE’s results are more than just about how strong the company itself [...]
by Rich Best While the current stock market boom has some people rejoicing, at least in muted tones, it doesn’t appear as though their level of anxiety has abated much. Investors sometimes have short memories, but a stock market rally of 22% in six months is not likely to make people forget the carnage left [...]
Still wondering where to invest? If our top mutual fund pick for 2011 (the Franklin Growth Fund) was not enough to get you started, consider that stocks and the equity funds that buy them remain extremely attractive. One of the most compelling reasons to start investing in equity funds is that investors face a very [...]
The recent drop in share prices of precious metal funds hasn’t yet muted the celebratory cheers of investors who rode the two-year rally to the top. But many are reevaluating their positions in the face of the increasing volatility of precious metals and some are joining in on the profit-taking that seems to be gaining [...]
Everyone thought that the simplest way to build wealth was through home ownership. Real property in the US became such a huge vehicle to wealth building that consumers were able to spend beyond their means (as measured by their income levels) and refinance their debt. Rinse and repeat. This type of leveraged purchasing behavior allowed [...]
All conventional wisdom points to a slow year for Apple’s growth and stock price. After delivering a staggering return of nearly 150% to investors in 2009, it rewarded them again in 2010 with a more earthly 50% rise. When Apple reached the unfathomable milestone, in 2010, of becoming the number two company based on market [...]
Money funds are not something normally discussed here, but the “cash equivalent” asset class certainly plays a substantial role in financial planning and portfolio construction. In fact, individual investors find that as their net worth and portfolio assets grow, so does the need for a solid money investment fund. Specifically, what investors seek is security [...]
Facebook is what many believe will be the most highly anticipated IPO since the recession. Whether people are bullish on what will be an inevitable IPO for Facebook or bearish is somewhat irrelevant because there is one definitive winner in this future (and not-yet public) transaction: Goldman Sachs. Oh, and the equity investment funds that [...]
Equity mutual fund managers may have acquitted themselves with their performance in 2010, but only after a hung jury of investors deliberated until late in the year. It wasn’t until then that there was any meaningful evidence of outperformance of the indexes for which the managers could make their case that 2010 was a breakthrough [...]
Gold and gold mutual funds have seen their share of disappointment already this year. To date, the value of gold has dropped since its closing price at the end of 2010. But this does not necessarily mean that investors need to dump the precious medal, their gold mutual funds or even equity mutual funds that [...]
