Mutual fund

Is the Small-Cap Party Over?

Posted by Sun on October 3, 2007 (12) Comment

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 [...]

Categories : Investing, Mutual fund Tags: No Tags

CGM Focus Fund: My New Performance Leader

Posted by Sun on September 28, 2007 (6) Comment

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 [...]

Categories : Investing, Mutual fund Tags: , , , ,

Weather the Stormy Market with a (Re)Balanced Portfolio

Posted by Sun on August 24, 2007 (5) Comment

There are sellers, there are buyers, and there are investors doing nothing. In this stormy market, who are you?
I think I belong to the third group with a little bit buy activities. Rather than seeing the current market as the prelude of a recession as some have predicted, I treat the month-long decline as [...]

Categories : Investing, Mutual fund Tags: , , , ,

Merger Arbitrage Funds: The Weak Link

Posted by Sun on August 6, 2007 (3) Comment

Several years ago, I invested in a mutual fund called Arbitrage Fund (ARBFX) for a short period of time (less than two years). The reason for me to get into this fund was that the fund’s investment strategy is different from any other funds I invested in and I was looking for an investment with [...]

Categories : Investing, Mutual fund Tags: , , ,

Do I Need VISVX When I Own VTMSX?

Posted by Sun on July 31, 2007 (8) Comment

Unlike our taxable investments which consist of quite a large number of mutual funds, ETFs, and stocks, I try to maintain a small number of funds in our IRA accounts and use mostly Vanguard index funds to keep the expenses low. Among the total of 10 funds in our IRA investments, we own Vanguard Total [...]

Categories : Investing, Mutual fund Tags: , , , , , , ,