Investing

2007 4-Week T-Bill Rate Update

Posted by Sun on February 4, 2007 (0) Comment
As some popular online savings banks recently slashed their rates (GMAC from 5.25% to 5.00%, Citi e-Savings from 5.00% to 4.75%), the rates of 4-week were on the rise, at least in the first month of 2007.  The rate ended 2006 at 4.742% APR. On January 30th, the rate of 4-week T-bill was 4.972%, which […]

Popularity: 7% [?]

Categories : Bond, Investing Tags: No Tags

Mutual Fund Portfolio Checkup

Posted by Sun on January 30, 2007 (3) Comment
It has been more than a year since I reshuffled my mutual fund portfolio in 2005 when I dumped two small-cap funds and one bond fund. The only new fund I added in the past two years is ADVDX. Currently, I have a dozen funds in my taxable accounts and the asset allocation is as […]

Popularity: 13% [?]

Categories : Investing, Mutual fund Tags: No Tags

Understanding M*’s Total Return and Investor Return

Posted by Sun on January 23, 2007 (2) Comment

Back in last October, Morningstar started to offer a new gauge to measure how average investors fared over a certain period of time when investing in open-end mutual funds or ETFs. The new gauge is called Investor Return, also known as dollar-weighted return, which takes into account the total cash inflows and outflows. Before, Morningstar [...]

Popularity: 12% [?]

Categories : Investing, Mutual fund Tags: No Tags

Morningstar’s ETF Selection Tool

Posted by Sun on January 21, 2007 (1) Comment

When I was researching at Morningstar.com for small-cap investment (both mutual funds and ETFs) yesterday, I found their ETF selection tool quite convenient.

Simply place the cursor over the investment style you are interested in and click, then a list of ETFs in that category will appear with information such as style, returns, and trading volume.
Popularity: [...]

Popularity: 10% [?]

Categories : Investing, Tools Tags: No Tags

Wasatch to Reopen Funds

Posted by Sun on January 20, 2007 (0) Comment

According to Morningstar.com, small-cap specialist Wasatch is to opened several closed funds on January 31st, 2007. If you are looking to add small-cap funds to your portfolio, this may be a chance. However, there are restrictions. Wasatch Fund website says the following three funds will be available to existing investors:

Wasatch Small Cap Value Fund (WAAEX) [...]

Popularity: 6% [?]

Categories : Investing, Mutual fund Tags: No Tags