Investing
2007 4-Week T-Bill Rate Update
Popularity: 7% [?]
Mutual Fund Portfolio Checkup
Popularity: 13% [?]
Understanding M*’s Total Return and Investor Return
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% [?]
Morningstar’s ETF Selection Tool
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% [?]
Wasatch to Reopen Funds
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% [?]
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