Mutual fund
Finding the Funds That Beat the S&P 500
In the third part of the 2007 Consumer Reports Ultimate Money Guide, a method was provided by the magazine on how to beat the broad market index, which is repeated in the following:
No-load: Look at no-load funds only.
Low-fee: Identify those with lowest expense ratios.
High-asset: Keep those with the most assets under management.
Long-tenure: Get rid of [...]
Popularity: 32% [?]
Determining the Mix of Stocks and Bonds in Your Portfolio
Early this month, there’s an article on Morningstar.com discussing the allocation of stocks and bonds in an investment portfolio. Determining the right mix of stocks and bonds depends on many factors, such as age, risk tolerance, and return expectation. For aggressive investors with longer time horizon, they can afford to put a large port of [...]
Popularity: 16% [?]
September 2007 Score Card — Part II: YTD Performance of My Actively Managed Funds
I have a previous post that compared my actively managed funds against Vanguard funds for a 5-year period that covered most of the time I invested in those funds. The purpose of the post was to have an idea whether actively managed funds, while costing a little more to own, indeed lagged low-cost index funds [...]
Popularity: 27% [?]
Is the Small-Cap Party Over?
I am a big fan of small-cap funds. At one time, I had several small-cap funds, both value and growth, in my taxable investment accounts. Though I have trimmed the number to two, they are still a significant portion of my portfolio as small-cap is nearly a quarter of my taxable mutual fund investments.
The reason [...]
Popularity: 17% [?]
CGM Focus Fund: My New Performance Leader
For quite some time, Dodge & Cox International Fund (DODFX) was the top performer in our mutual fund investments. Less than two months ago, our investments in the fund have returned more than 100%. However, the market downturn since then has eroded some of the gains. Now the overall return of this fund is down [...]
Popularity: 34% [?]
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