Mutual fund
Moving Part of My Roth IRA to Vanguard
Back in July, I learned from Scottrade, which holds my Roth IRA account, that one of my favorite Vanguard funds, Vanguard Wellington fund (VWELX), is closed to investors who invest in the fund through a brokage firm. I have been investing in the fund since 2001 and have no plan to give up my positions. [...]
Mutual Fund Distributions: What are They?
There’s an article in the T. Row Price Investor magazine I received today on mutual fund distributions. If you are a new mutual fund investor or planning to invest into mutual funds, it could used as fundamentals about mutual fund investing. So I summarized and expanded the article a little bit for this post.
Ok, what [...]
Dogs of the Dow?
On my way to work this morning, I heard Bloomberg radio (yes, I alsmost never dailed any music channel) mentioned a mutual fund that has a 12-month return of 18% (maybe the number I remembered is a little bit off, but it's in that area). The return was great but I think there are plenty [...]
Understanding M*’s Star Rating
If you are a mutual fund investor, chances are you have seen Morningstar’s star rating every where, on fund family’s website, on Yahoo! Finance (where you can find a comprehensive list of funds and fund families), even on funds’ ads. Common sense tells us a fund with five stars should outperform a two-star fund, the [...]
Vanguard To Offer New Dividend Fund
Good news for dividend investors. Morningstar.com reported today that Vangurad will launch Vanguard High Dividend Yield Index Fund in the fourth quarter of this year. The fund, which tracks FTSE High Dividend Yield Index, will also be available in ETF shares. The mutual fund will have an expense ratio of 0.40%.
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