December 2008

Mutual Funds, ETFs New Update

Clean Energy Mutual Funds, ETFs: Does Active Management Pay? | Nature
SeekingAlpha.com: Home Page – Tom Konrad (AltEnergyStocks) submits: In my articles about Clean Energy Mutual Funds and Exchange Traded Funds[ETFs], I.

Mutual-fund Morgue Had Less Work In 2008 Than It Should Have ...
FOXBusiness.com – Mutual-fund Morgue Had Less Work In 2008 Than It Should Have. ... Mutual Funds. « Chuck Jaffe: Mutual-fund morgue had less work in 2008 than it should have. Mutual-fund Morgue Had Less Work In 2008 Than It Should Have ...

Mutual funds beaten down | Mutual Funds
The Seattle Times: Business & Technology – Funds' performance stats for the year to date show that Wall Street's decline was so punishing that investors.

Mutual funds show heavy losses for 2008 - Business | DailyAdvance.com
NEW YORK — There was one safe bet that mutual fund investors could make in 2008 — that the stock market was a place to lose a lot of money. ... Mutual funds show heavy losses for 2008 ...

What’s the ‘Fear Index’ Forecasting for Year’s End? | ETF Trends
ETF VIX The year 2008 can be marked by huge, volatile oscillations in the markets and exchange traded funds (ETFs), and we are left wondering if this trend will continue. One indicator that has come under the spotlight through this ...

Will January Effect Hold for Small-Cap ETFs In 2009? | ETF Trends
Actively managed mutual funds sound like less and less of a good idea in the wake of the financial mess, and it could wind up driving investors to exchange traded funds (ETFs). ...

Buying Mutual Funds for Free | Free ebook download-Economics ...
Buying Mutual Funds for Free by Kirk Kazanjian Buying Mutual Funds for FreeBy Kirk Kazanjian Publisher:

5 Things to Know About ETFs vs. Index Funds | ETF Trends
Investors Distrust Mutual Funds; Could ETFs Benefit? Investor distrust is plaguing the mutual fund industry, and perhaps we'll find some of them jumping ship into the exchange traded fund (ETF) realm instead. ...

Vanguard Uses Dual Shares To Divvy Up Foreign Small-Caps - Features
Of the 228 no-load mutual funds categorized as focusing on foreign small- and mid-cap stocks in Morningstar's database, only one's classified as index-based. That's the Schwab Fundamental International Small-Mid Company Index Fund ...

Tom Lydon on CNBC | ETF Trends
December 11, 2008 – Tom Lydon appeared on CNBC today to discuss why he's feeling bearish on investing right now, as well as to discuss some exchange traded fund (ETF) sectors that are showing some... Continue Reading » ...

The Unexpected Christmas Present of ETF Distributions ...
If an ETF (or mutual fund) you own pays out a large distribution, then the NAV/price drops by the same dollar amount. If you sell before the end of the year, then the loss from the price decline should offset the gain from the ...

Mutual Funds, ETFs News and Views

10 ETF Predictions for 2009 | ETF Trends
(PIMCO) has already filed a prospectus for its first ETF, a 1-3 Year Treasury Index Fund. When they made their announcement, many in the industry wondered if this was the beginning of an all-out acceptance of ETFs by the mutual fund ...

Why Foreign Investors Flock To Safety Of Treasury Bills, ETFs ...
ETF Treasury Bills It is not just American investors seeking safety in short-term Treasury bills and related exchange traded funds (ETFs); foreign investors are throwing cash into U.S. securities in record volume. ...

ETF launches sputtered in tough 2008 | Opalesque Commodities Briefing
From Financial-planning.com: This was a tough year to launch any new product, and exchange-traded funds were no exception. While ETFs were anticipated by many to overtake mutual funds due to their ability to trade like stocks, ...

ETF Winners & Losers Heading Into the New Year
iShares S&P SmallCap 600 ETF (NYSE: IJR) is the ETF that corresponds to the index and worth keeping an your eye on to break through resistance at $43.60. This could clear the way for a move to the November high, $48.17. ...

How to Choose an Index Fund | Which Index to Invest In | The ...
I've had a couple people recently tell me that they know they want to invest via an index fund, but they don't know how to choose which one to invest in.

ETF's Versus Index Funds & the 5 Big Differences to Consider ...
A comparison between index funds and ETF's (exchange traded funds). Discusses the 5 big differences you should consider when deciding which to invest in.

Chuck Jaffe: Mutual fund industry gets extra lumps of coal for bad ...
Chuck Jaffe: Mutual fund industry gets extra lumps of coal for bad behavior. It’s the 13th annual Lump of Coal Awards, my two-week holiday tradition of finger-pointing at the bad boys and girls of the fund business, the ones who should ...

Books: Biography & History: The Rise of Mutual Funds: An Insider's ...
enactment of the Revenue Act of 1936, the tax law that saved mutual fundsfrom extinction passage of the Investment Company Act of 1940, the "constitution" of the mutual fund industry the creation in 1972 of money market funds, ...

Fidelity May Cut 9% of Workforce | Mutual Funds Tutorial
www.EmploymentCrossing.com Boston's Fidelity Investments is considering reducing head count as it suffers negative cash flow in its stock mutual funds,

Top Mutual Funds - How To Choose The Best Top Mutual Funds | Trade ...
When people want to invest their money they generally look to the different top mutual funds. These many groups have lots of different stock options for you to.

10 Reasons Why You’re Better Off With ETFs | ETF Trends
Exchange traded funds (ETFs) first came to the public in 1993 in an effort to transform the typical, everyday monotony of the mutual fund. And the ETF came to us in a perfectly. ...

Index Funds vs ETFs
index funds vs etfs. One question that often comes up when deciding on how to invest is the choice of investment vehicles. If you want to buy low cost investments then index funds and exchange traded funds (ETFs) are the best choices. ...

louisgray.com: Fidelity Puts Lipstick On My Investment Pigs
Given the stock market's nonsense, it's a rare person who is happy with their 401k's performance, and I'm no exception. While my return has increased a good 10 percent or so from hitting bottom about a month ago, every dollar put into ...

Vanguard to offer international small-cap index fund
US exchange-traded and mutual fund provider Vanguard has filed a registration statement with the Securities and Exchange Commission for its first international small-cap index fund. The Vanguard FTSE All-World ex-US Small-Cap Index Fund ...

Lose Money And Pay Taxes - Time To Get Rid Of Your Mutual Funds ...
This may have you look at Exchange Traded Funds (ETF’s) as an investment choice in your taxable accounts. Their low cost, low turnover investment style, make them a nice fit for your portfolio. ...

When Should You Dump a Mutual Fund? - Money & Investing - Banks.com
Growing out of mutual funds. If your mutual fund is something that you invested in because you didn’t have any real idea of how to invest, but you knew you should, you might have outgrown it. As you gain more experience, you may feel ...

Mutual Funds News and Views

Top Mutual Funds - How To Choose The Best Top Mutual Funds | Trade ...
When people want to invest their money they generally look to the different top mutual funds. These many groups have lots of different stock options for you to.

Mutual funds: It’s time for tight regulations - Money Matters ...
Mutual funds: It?s time for tight regulations, Mutual funds have all along been wooing bank depositors with higher returns, forcing banks to raise their interest rates, Money Matters.

How the world's best mutual-fund manager self-destructed
Through her, Miller met the brokerage’s founder, Raymond “Chip” Mason. Mason said he was thinking of starting some mutual funds. Miller jumped. He joined Legg Mason in 1981. Value Trust launched in 1982, with Miller as co-manager. ...

Compare Mutual Funds - The Secrets Of How To Compare Mutual Funds ...
Make sure that you understand all of the information that is given as this makes investing in a mutual fund easier. Now in addition to these ideas on how to compare mutual funds you will soon discover lots of in-depth articles. ...

Why Vanguard Is Banking on Small-Cap International ETF | ETF Trends
A foreign small-cap fund that isn't an index mutual fund or exchange traded fund (ETF) has recently reopened its doors to new investors, but how does it stack up against ETF... Continue Reading » ...

Exchange Traded Funds: Why You Should Never Buy a Mutual Fund ...
ETF 101. Exchange Traded Funds can most accurately be described as the happy marriage of a stock with a mutual fund. Like mutual funds, when an investor buys an ETF, he is buying a pool of securities at one time. For instance, an ETF ...

Dividend Investing vs. S&P Index Fund - Wall Street
Dividend Investing vs. S&P Index Fund - Part of my kids' college fund is invested in Vanguard's S&P 500 Index Fund (VFINX). When I opened the October statement, I was mildly surprised to see the net asset ...

Religious mutual funds doing better than S&P
The fund, which will be two years old next month, is down 33.5 percent for the year compared with a 40 percent slide in the Standard & Poor's 500 index. Funds that are new can attract money quickly, but that's harder to do in a volatile ...

How to Invest in International Mutual Funds | Kelsey Publishing ...
Recognize that investing in international mutual funds provides a way of breaking into foreign markets without the risks brought on by investing with little applicable knowledge. Professional mutual fund managers bring experience and ...

End-of-year mutual fund distributions add tax pain to losses ...
End-of-year mutual fund distributions add tax pain to losses. Adding insult to injury, some of the mutual funds in which you’ve seen 40 percent declines this year will be sending you a taxable distribution before the year is out. ...

The most and least represented stocks in U.S. mutual funds - FP ...
But if mutual fund investors were to shift their interest back toward the U.S. over the long term, the transition could be a positive for the stocks that seem under-represented in these portfolios, particularly within large-caps, ...

Kids Fund Mutual Fund Review | Online Banks Blog
And, then go find a no-load, low expense ratio fund for them to invest in. I recommend checking out Vanguard mutual funds and index funds. Vanguard mutual funds often have low fees and expenses. Index funds almost always minimize ...

Vanguard - Mutual funds, IRAs, ETFs, 401(k) plans, and more - Stocks
Vanguard - Mutual funds, IRAs, ETFs, 401(k) plans, and more - Investment costs count Keep more of what you earn. The average mutual fund charges six times as much as Vanguard does. The difference can add up over time. ...

» The 50-50 Mutual Fund Rule on Blueprint for Financial Prosperity
Malkiel, who also lists Princeton University economist as an accolade, recommends that you follow the 50-50 rule when selecting mutual funds. The 50-50 rule states that:. When choosing a mutual fund or exchange-traded fund, ...

Mutual Fund Manager Ken Heebner Gets Really Bullish | Daily Markets
Exchange Traded Funds. Mutual Funds Set To Shatter A Record, and It’s Not A Good One · How Rush To Treasury ETFs Could Slow Recovery · ETFWrap-Up: Money On The Sidelines Not Ready To Make An Appearance Yet · Bullish Volume Surge In US ...

Mutual Funds News

* Mutual Funds Set to Shatter a Record, and It’s Not a Good One
Mutual fund growth is slowing down and fund managers are forced to ... It looks like mutual funds are going to shatter the all-time record for liquidations ... According to one study, It appears that the actively managed mutual fund is out and other investment tools such as structured notes ... 2008 – A foreign small-cap fund that isn't an index mutual fund or exchange traded fund (ETF) has recently reopened its doors ...

* Money market mutual fund yields fall below 1%
Treasury securities helped drag money market mutual fund yields below 1% this week for the first time since 2004... Money market mutual fund yields fall below 1.

* Mutual Funds With Money-Back Guarantees: Wave Of The Future?
Mutual funds that offer money-back guarantees for poor performance may gain ... Since typically fewer than 30% of mutual funds manage to be the S&P 500 over any extended ... The mutual fund industry is one of those rare cases where you don ... Kyle Mutual Funds With Money-Back Guarantees: Wave Of The Future.

* How to Choose Between an ETF and a Mutual Fund
... total expense ratios, are cheap compared with traditional open-end mutual funds... can be bought and sold throughout the trading day whereas mutual fund transactions occur only at daily closing quotes... it would seem to be a no-brainer: Forget about mutual funds and buy and sell those trendy ETFs, right.

* Build Your Own Mutual Fund
... allowed to keep their investment choices secret for long, because mutual funds are required to fully disclose their holdings. The Investment Company Act of 1940, which governs mutual funds, requires funds to disclose several types of information to fund ... Analyzing fund holdings Some mutual fund managers choose to take large positions in a relatively small ... info@townhall.com (Motley Fool Staff) Build Your Own Mutual Fund.

* After huge wad of coal, a mutual fund gift list
You're coming to the end of what may be the most trying year ever for mutual funds and, by most objective measures, you have failed at your mission, falling short of the investment objectives you ... cjaffe@marketwatch.com (Chuck Jaffe) After huge wad of coal, a mutual fund gift list.

* How to Build an All-ETF Portfolio
Most investors own a portfolio of mutual funds, but why not consider one built solely from exchange traded ... If that idea sounds too radical for now, consider that mutual funds and ETFs can exist in a complementary relationship, giving investors ... 2008 – Exchange traded funds (ETFs) may snatch up investors from mutual funds as investors see unsatisfactory returns in their mutual funds being taxed ...

* Fidelity reopens two key mutual funds
The world's largest mutual fund manager unlocks Contrafund and its Low-Priced Stock Fund to ... Investments on Tuesday said it will reopen its largest stock mutual fund, the nearly $45 billion Contrafund, and another $17 billion fund ... Like nearly all mutual funds, Contrafund and Low-Priced Stock have suffered big losses in ...

* The Secret to Better Mutual Fund Returns
http://www.fool.com/investing/mutual-funds/2008/12/02/the-secret-to-better-mutual-fund-returns.aspx ... When you're looking to buy a new mutual fund, you'll naturally be attracted to the funds that have done ... Consider, for instance, the top-performing large blend stock mutual funds over the past 10 years.

* ETFs: a Better Way to Invest?
As the market has retreated this year, so have mutual fund investors... Compared with the country's $9.6 trillion mutual fund industry, ETFs are practically a flyspeck... to be cheaper, more tax efficient, and less cumbersome than mutual funds, as they can be bought or sold at any point during the trading day (mutual funds execute orders at the end of the day ...

* Large-caps, cash help mutual funds outperform in Nov
vice president, mutual funds, at India Infoline... Large-caps, cash help mutual funds outperform in Nov.

* How's Your Mutual Fund Really Doing?
Calculating performance returns for an investment portfolio of mutual funds is just the starting point for the performance evaluation process ... Any equity manager or equity mutual fund can be compared to an overall universe of other managers ... your money is invested with a value style manager or mutual fund, then it should be compared to other value style funds ...

* $2.5 Trillion Leaves Mutual Funds - Where Is It?
The mutual fund industry has gotten demolished this year, losing 21% of its ... 31, mutual funds had $9.5 trillion in assets, compared to $12 trillion under ... Mutual funds could be raising fees due to loss in assets next ... 2008 – Exchange traded funds (ETFs) may snatch up investors from mutual funds as investors see unsatisfactory returns in their mutual funds being taxed ...

Mutual Funds, ETFs News Update

Investing Notes: Mutual Funds: Saner Markets Ahead
This served as the topic of this week's mutual fund discussion between Dan Wiener, Adam Bold of The Mutual Fund Store and Richard Gates of TFS Capital. The consensus was that 2009 will bring smoother markets and it's time for investors ...

The "we lost slightly less than the other guys" mutual fund awards ...
The "we lost slightly less than the other guys" mutual fund awards. Last night's 14th installment of the Canadian Investment Awards was yet another surreal tribute to the ...

Risk Tolerance, Mutual Fund Expense Ratios, Our Money Blogger ...
Articles today include: Risk Tolerance, Mutual Fund Expense Ratios, Our Money Blogger House Guest.

Drop in value of mutual funds to boost fees - Business | Financial 24
Brace yourself: Your mutual fund fees are likely to increase next year. Management fees often are tied to the amount of assets in a fund. The more money in the fund, the lower the fees. But with the p...

TheDay.com - Mutual-fund investors endure a year to forget
With an exchange-traded fund, you generally don't have to worry about a capital-gains distribution that can happen when you buy a new mutual fund. Also, ETFs are low-cost and may track a particular index better than a mutual fund, ...

Best Mutual Funds.
This allows you to overlook brokerage commissions. All in all Mutual FundInvestments is the best investment strategy for long term capital gain along with security, provided you opt for the best mutual funds ...

Comparing Correlation of Large Cap ETF and Dividend ETF
I had a reader question the other day where they mentioned buying both XIU (iShares Cdn Large Cap 60 ETF) and XDV (iShares Cdn Dividend Index Fund ETF) for their portfolio. I had responded that although I wasn’t sure, I suspected that ...

A Weird Argument for Index Funds - Finance Blog - Felix Salmon ...
Daniel Solin has a column at BloggingStocks extolling the virtues of index funds, which is all well and good.

» Low Minimum Initial Investment Mutual Funds on Blueprint for ...
However, in my Vanguard-centric view of the mutual fund world, I overlooked some firms offering funds with much lower balance requirements. Vanguard’s lowest offering is the STAR Fund (VGSTX) at $1000 but there are many mutual funds are ...

November mutual fund redemptions an improvement - FP Trading Desk
According to preliminary data released by Investment Funds of Canada, last month's net mutual fund redemptions ranged between $801-million and $1.3-billion compared net redemptions of $8.4-billion in October. ...

Prepare for an Increase in Mutual Fund Expense Ratios : Generation ...
Prepare for an Increase in Mutual Fund Expense Ratios. Expenses play an important role for almost all investors. If you invest in mutual funds, index funds, or ETFs, you’re paying ...

Lost Money on Mutual Funds? You Could Write It Off.. / 11 News ...
11 News, Grand Junction's News Leader, Eleven Minutes of Non-Stop News, No-Wait Weather, Montrose News.

Personal Finance Update

* Online Money: Fidelity expands online news focus
The links will be continuously updated from 19 outside media sources, including The Associated Press. The redesign also adds personal finance articles from outside publications, commentary from more than 20 personal finance columnists, tools such as calculators and quizzes, and expanded market data. Fidelity is rolling out the new elements gradually over six months.

* Online Money: Morningstar revamp reaches for stars
Mark Jewell, AP Personal Finance Writer Online Money: Morningstar revamp reaches for stars.

* Confidence Hits Another New Low as Recession's Officially Recognized
... The index is based on Americans' ratings of the economy, their personal finances and the buying climate... Among the index measures, positive ratings of personal finances were this low just once before, in March 1993; they're down ... PERSONAL FINANCES Forty-two percent say their own finances are excellent or good ...

* 45% Less Credit in Americans’ Wallets - Consumerism Commentary: A Personal Finance Blog
Smithee 45% Less Credit in Americans’ Wallets - Consumerism Commentary: A Personal Finance Blog.

* Personal Finance: Don't let Web scams ruin holiday
cbuck@sacbee.com (Claudia Buck) Personal Finance: Don't let Web scams ruin holiday.

Exchange-Traded Funds, ETFs News

* 20 Most Popular ETFs of November
... in another surprising trend, trading activity in a real estate ETF also made a large leap... November's list of the most active 20 ETFs (as represented in the accompanying table) remained more constant than ... out the previous month's list of the 20 most popular ETFs, check out the The Top ETFs for a Harried October.

* Where ETFs Are Going From Here
As the popularity of exchange traded funds (ETFs) has surged, they have developed into an excellent investment ... Global exchange traded funds (ETFs), for the most part, have been hit harder than ... to an alarming rate, enough to caution the market and exchange traded funds (ETFs... but will this console the wary investor who may consider exchange traded funds (ETFs) instead.

* $2.5 Trillion Leaves Mutual Funds - Where Is It?
... its assets in just five months, and some believe that exchange traded funds (ETFs) are the reason why... fallout of many retirees, and speculative retirees, retirement plans, giving exchange traded funds... Along with the general market turmoil, exchange traded funds (ETFs) and mutual funds have been getting hit.

* Dec. 1: The Best ETF Articles In The National Media
He discusses looking at trading volume, indicative intraday values and ETF prices trading at discounts as well as premiums to their ... end of this article it brings up the fact that ETFs and index mutual funds are much more tax efficient... It's a short piece with ETF references and serves as part of the WSJ 's monthly ...

* Tom Lydon Talks Markets, ETFs Below Trend Lines
... general market conditions and where we’re heading from here with exchange traded funds (ETFs... today to discuss the automobile industry, regional banks, and retail exchange traded funds (ETFs... the strengthening US Dollar, the Japanese yen and consumer staples exchange traded funds (ETFs) in the credit crunch... Tom Lydon appeared on Fox Business yesterday to discuss which exchange traded funds (ETFs) could benefit from President-Elect Barack Obama's administration ...

* ETFs Encroaching on Mutual Fund Turf
ETFs are becoming the fastest growing of the three major fund ... projected that ETFs will represent 6.8% of the total assets in retail investments ... This projection shows ETFs overshadowing index mutual funds in market share for the first ... of a fast changing retail portfolio construction, widespread adoption of ETFs could mean great long-term growth potential for ETFs.

* Investors Owning These ETFs Are Giving Thanks
... mind, we thought we would take a look at which ETFs investors have been quite thankful to own during the year... ETFs in Morningstar's database, and we ranked their performance from best ... it should come as no surprise that the top-performing ETFs so far this year are funds that are short their ...

* Country’s Vital Signs Don’t Bode Well for ETFs
... numbers aren’t giving real estate sales and exchange traded funds (ETFs) a break anytime soon, as sales of new homes in ... Home construction exchange traded funds (ETFs) are feeling some pain today after housing construction fell to ... Stocks and exchange traded funds (ETFs) are see-sawing this morning as investors weigh the economy ...