Mutual fund
Mutual Fund Holdings: Less One
I moved one step further in achieving a simple financial life early this week when I eliminated one fund from our mutual fund holdings, reducing the total number of funds we own to 10 (still quite a large number).
The fund got dumped was T. R. Price Emerging Europe & Mediterranean (TREMX), which I have been [...]
Popularity: 21% [?]
Guest Post at Generation X Finance
A couple of days ago I provided a guest article to Jeremy at Generation X Finance when he was away on a business trip. The article, Mutual Fund Distribution Explained, gives some general ideas on what kind of distributions mutual funds usually pay their investors and the tax sequences of each distribution. It also talks [...]
Popularity: 37% [?]
Buffalo Small Cap Fund Re-opens to Investors
According to Morningstar, Buffalo Small Cap Fund (BUFSX) will re-open to new investors for a short period of time. On Buffalo Funds website, there is some more information on
Effective June 28, 2007, the Buffalo Small Cap Fund will re-open to purchases made through broker-dealers. The Fund will remain open for such purchases until the earlier [...]
Popularity: 12% [?]
Making the Case of Having Alternative Investments in Portfolio
In the July issue of Financial Planning, there’s an article about including alternative investments such as energy, precious metal, real estate, etc, in portfolio and how they will impact the overall returns of portfolios with and without these assets. This isn’t the first time I read papers that argue the case of having commodities, even [...]
Popularity: 28% [?]
Mutual Fund Costs are Declining
but are they keeping pace with the growth of the fund assets?
Early this week, Morningstar has an article which says that the costs of owning mutual funds are declining over the past 15 years. This is definitely good news for investors who use mutual funds as investment vehicle for their future. According to the article, [...]
Popularity: 11% [?]
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