Mutual fund

China Play: A Comparison of FXI, PGJ, and MCHFX

Posted by Sun on December 7, 2006 (12) Comment

I have been investing in China for more than three years and the first China related financial product I purchased was Mattews China Fund (MCHFX) held in my brokerage account with Scottrade. I sold all my position at the end of 2003 when Scottrade started to charge commissions for even the non-load funds. Shortly after, [...]

Categories : China, ETF, Investing, Mutual fund Tags: No Tags

Am I Paying Too Much for My 401(k)?

Posted by Sun on November 12, 2006 (4) Comment

An article in yesterday's USAToday prompted to check the fees I paid for those funds in my 401(k) plan. Unlike mutual funds holding in my taxable accounts, in which I have the flexibility to choose from perhaps hundreds of funds in the same category from as many companies, the number of funds in my 401(k) [...]

Categories : 401(k), Investing, Mutual fund, Personal finance Tags: No Tags

Vanguard Reopens the Door of Strategic Equity Fund to New Investors

Posted by Sun on November 10, 2006 (0) Comment

If you look to add some mid-cap funds into your portfolio. Here's the good news. According to Morningstar.com, Vanguard Strategic Equity Fund (VSEQX) (a Mid-blend fund with an EP of 0.82% and YTD return 10.31%, 3-year return 14.89% and 5-year return 14.50%), which was closed to new investers in April 2006 due to asset size [...]

Categories : Investing, Mutual fund Tags: No Tags

How often Do You Check Your Investment Accounts’ Balance?

Posted by Sun on October 26, 2006 (0) Comment

Every day? Every week? or Every month?
When I first started investing in 2001, I was so eager to see how my investments (mutual funds) were doing, I just couldn't wait till 6 o'clock in the eventing to get the closing prices. So I entered the top 10 or 15 holdings of each mutual funds I [...]

Categories : Investing, Mutual fund, Stock Tags: No Tags

Year-to-Date Passive Income

Posted by Sun on October 18, 2006 (0) Comment

This is definitely the first time I ever checked the total passive income generated in the middle of the year. I usually crunch the numbers once a year when I fill the tax returns. Out of curiosity, I spent nearly an hour last night and summarized the money that are generated by money for 2006 [...]

Categories : Banking, Investing, Mutual fund, Personal finance, Stock Tags: No Tags