May 2007

Mutual Funds News

Mutual Funds Personal Finance
Investor's Business Daily, Global earnings growth expectations have soared to the highest level in a year. And appetite for European stocks has surged to an all-time high ...

Index Funds | Index Mutual Funds | Investing in Index Funds
Since then, the gap between the performance of the market and the performance of actively managed mutual funds taken as a whole has actually been significantly wider than the 1.5% theorized by Bogle in 1976. During the 1990s, the total shortfall between actively managed mutual funds and the market as measured by the SP 500 has so far been a whopping 3.4% per year.

Exchange Traded Funds | Invest in ETFs | ETF Investing
ETFs occasionally shift shares, too, although much less than most mutual funds. Index mutual funds charge anywhere from 0.1% to more than 3%.

The Best, Worst 'Inverse' Funds for Your Portfolio
Kevin Baker became the senior financial analyst for TSC Ratings upon the August 2006 acquisition of Weiss Ratings by TheStreet.com, covering mutual funds.

Top 25 mutual funds

PFBlog.com - The Unique Personal Finance Weblog
So, how should I build my portfolio using tools like mutual funds, ETFs, stocks, bonds and money market accounts to achieve the asset allocation plan I desire? Based on Morninstar's calclation, mutual funds stay ahead in most of the games.

News - US mutual funds under attack
New York attorney general Eliot Spitzer has said his office has found evidence of illegal trading by mutual funds which leaves their shareholders out of pocket. Mr Spitzer said investigations found that ordinary investors were losing out from illegal trading in mutual funds' shares.

SEC Declares 'War' on Fund Complexity

Clean Energy ETFs for Green Investors
While there are numerous mutual funds that are marketed as socially responsible investments, they usually don't target alternative energy per se and often own shares of larger companies that have nothing to do with alternative energy.

Two magazines only agree on 9 'best' funds
So, how many of Kiplinger's Personal Finance magazine's "25 Best Mutual Funds" (June) also appear on Money Magazine's list of 70 "Best Mutual Funds Money Can Buy"(February)?

Of Mutual Interest: Some funds resort to quiet diplomacy
A less visible type of activism exists among some mutual funds, one that employs quiet diplomacy to press for change and boost a stock.

Mutual Funds, ETFs News

Exchange-Traded Funds Appear in 401(k)s
ETFs resemble index-tracking mutual funds but trade on an exchange like a stock. Their low costs, tax efficiency and other advantages have already made them

Is there such a thing as saving too much?
When he does manage to put a little something aside, he makes questionable choices among mutual funds and other investments - chasing past performance,

TTEK: The Money and the Water are Flowing
A while back I wrote about an interesting ETF that enables traders to play the "water as natural resource" theme. Since that time, the PowerShares Water Resources ETF (PHO) has moved to new bull market highs.

Sunday links: alternative trading systems
Chuck Jaffe at Marketwatch.com on why underperforming mutual funds are insulated from market forces. Howard Lindzon looks at the rejuvenation of insider trading. Brett Steenbarger at TraderFeed on the anomalous behavior of the put/call

The Sunday Review #20: Interesting Paper Clip Edition
Generating Passive Income with Dividend-Paying ETFs and Stocks by Sun @ The Sun’s Financial Diary. A comprehensive list of ETFs and stocks that yield top dividends. New Diversification Requirements in the Pension Protection Act of 2006

Mutual Funds: What, Me Worry?
A striking example: Not one of the nation's 100 largest mutual funds voted its shares in 2006 to support shareholder resolutions calling for more disclosure

The Desperate Entrepreneur
After watching the overall market drop almost five percent in one week in February, I set out to find an Exchange Traded Fund (ETF) that not only held up during the recent pullback but was also poised to move higher.

Personal Budgeting
Choosing mutual funds for individual savings goals requires some thought before investing. Discover what to consider and what research to do before choosing a fund.