Five No-Load Mutual Fund Performers

Cliff Pletschet has published his 2005 No-Load Stock Mutual Fund Honor Roll, which includes five top longer-term performing no-load funds: Ariel Fund (ARGFX), Meridian Growth (MERDX), Muhlenkamp (MUHLX), T. Rowe Price Capital Appreciation (PRWCX), Mairs & Power Growth (MPGFX). Details can be found in this article from Inside Bay Area.

03 Mar 2005 by editor comments (0)

Exchange-Traded Funds (ETFs) Update

Freelance writer Linda Stern explores the increasing popularity, and evolution, of exchange-traded funds (ETFs), and outlines some of the significant new trends emerging in the sector in this article from Reuters.

01 Mar 2005 by editor comments (0)

New Mutual Fund Uses Schwab Equity Ratings

Charles Schwab has announced the launch of the Schwab Premier Equity Fund, which provides investors the opportunity to invest in a mutual fund that uses the same stock screening expertise that helped Schwab's model equity portfolio achieve a #1 ranking in Barron's 2004 annual stock selection competition. The Fund utilizes Schwab Equity Ratings(R), a proprietary stock screening methodology behind Schwab's model equity portfolio, which this year took first place for best three-year performance for the second consecutive year. Click here for details.

28 Feb 2005 by editor comments (0)

One-Stop Mutual Funds

Christine Benz, Morningstar.com, offers several ideas for low-maintenance mutual funds in this article posted at Yahoo Finance. She covers Target-Maturity Funds, Life-Cycle Funds, and Moderate and Conservative Allocation Funds, focusing on the big three no-load mutual fund firms, Vanguard, T. Rowe Price, and Fidelity.

25 Feb 2005 by editor comments (0)

Real Estate Funds Lead

Lipper mutual fund performance results for the past year are in, and real estate funds outperformed all other equity groups with appreciation of 32.05 percent, making it the only sector to sport gains in each of the last five years. A summary of the report, "Global Themes in the Mutual Fund Industry 2004," is included in this article from Reuters. Lipper also noted that exchange-traded funds (ETFs) grew dramatically during the year, attracting a record $57 billion.

24 Feb 2005 by editor comments (0)

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