Mutual fund
Lifecycle Funds: Does One Size Fit All?
Lifecycle funds (or target-date funds), are gaining popularity these days and become an ideal vehicle for retirement savings for people who don’t have the time or knowledge to do their own research in selecting funds to build a well diversified portfolio. With lifecycle funds, the biggest advantage is automatic asset allocation. By investing in a [...]
Mutual Fund Portfolio Checkup
It has been more than a year since I reshuffled my mutual fund portfolio in 2005 when I dumped two small-cap funds and one bond fund. The only new fund I added in the past two years is ADVDX. Currently, I have a dozen funds in my taxable accounts and the asset allocation is as [...]
Total Return and Investor Return Explained
Back in last October, Morningstar started to offer a new gauge to measure how average investors fared over a certain period of time when investing in open-end mutual funds or ETFs. The new gauge is called Investor Return, also known as dollar-weighted return, which takes into account the total cash inflows and outflows. Before, Morningstar [...]
Wasatch to Reopen Funds
According to Morningstar.com, small-cap specialist Wasatch is to opened several closed funds on January 31st, 2007. If you are looking to add small-cap funds to your portfolio, this may be a chance. However, there are restrictions. Wasatch Fund website says the following three funds will be available to existing investors:
Wasatch Small Cap Value Fund (WAAEX) [...]
Dollar-Cost Averaging: For Higher Return or for Lower Risk?
In the past couple of days, I did some further study on VFINX after I took a look at the market value and shares owned at the beginning of 2007 if I started investment in January 1988 with four different investment schemes (here’s the previous post). In this study, I want to find out the [...]
