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Content: mutual funds

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1

How Is Your Portfolio Really Doing?
Submitted by ktexas  (news.morningstar.com)

Even if your portfolio is way down in this bear market, it still may be doing okay. The true test of your portfolio is not how much it has gone down or up, but how it has done relative to...

Article | Submitted Jul 10, 2008 | Views: 46 | Comments: 4 
Tags: index funds, investing, personal finance, mutual funds, asset allocation

1

How Much Risk Can an Investor Tolerate?
Submitted by ktexas  (www.eurekalert.org)

An Ohio State University researcher thinks the current measures of evaluating tolerance for risk are based more on intuition rather than on solid research. So he has put together a new measurement...

Article | Submitted Jul 4, 2008 | Views: 59 | Comments: 0 
Tags: retirement, stocks, investing, personal finance, mutual funds, risk, asset allocation

2

Bear Market Guide: Relax, make money
Submitted by ktexas  (money.cnn.com)

Stocks are down about 20% from their highs, and even the bravest investors might be tempted to cut their losses. Here's why that's not a winning strategy. Some good, basic advice after a brutal...

Article | Submitted Jun 27, 2008 | Views: 121 | Comments: 0 
Tags: stock market, investing, personal finance, bear market, mutual funds, recession

1

The case for indexing the world
Submitted by ktexas  (network.nationalpost.com)

Every quarter Standard & Poor's issues its "Index Versus Active Funds Scorecard" and seldom does the picture change. On average, index funds beat active managed funds, both US and international....

Article | Submitted Jun 27, 2008 | Views: 52 | Comments: 0 
Tags: etf, index funds, stocks, investing, international funds, mutual funds, personal finanace, vanguard, global funds

1

New Fidelity and Vanguard Funds Designed for Retirees
Submitted by ktexas  (money.cnn.com)

Fidelity Income Replacement Funds are designed to provide regular monthly payments that seek to keep pace with inflation. The portfolios invest in 15 other Fidelity funds. Vanguard Managed...

Article | Submitted Jun 19, 2008 | Views: 78 | Comments: 0 
Tags: retirement, stock market, fidelity, personal finance, mutual funds, vanguard

1

Rolling Over Your 401K Into an IRA - Reasons Against It
Submitted by ktexas  (www.orlandosentinel.com)

Article describes a few little known disadvantages of rolling over your 401K into a Traditional IRA when you leave your job rather than just keeping your 401K in your employer plan or rolling it...

Article | Submitted Jun 19, 2008 | Views: 63 | Comments: 1 
Tags: retirement, personal finance, ira, mutual funds

1

New Mutual Funds Outperform Peers in the First Year
Submitted by ktexas  (www.kiplinger.com)

The returns of over 2,000 mutual funds were compared for 10 years in a study conducted by Morningstar. The study reveals the new funds on average outperformed their peers within their categories in...

Article | Submitted Jun 17, 2008 | Views: 63 | Comments: 0 
Tags: stock market, stocks, investing, personal finance, mutual funds

1

The hedge fund manager who beat the SEC
Submitted by ktexas  (money.cnn.com)

Phil Goldstein quit being an engineer for the City of New York and taught himself the art of closed-end funding investing. Since then he has made a small fortune and battled the SEC, but now the...

Article | Submitted Jun 11, 2008 | Views: 69 | Comments: 0 
Tags: hedge funds, stock market, sec, mutual funds, closed end funds

1

Buffett's big bet - hedge funds can't beat the market
Submitted by ktexas  (money.cnn.com)

The celebrated investor wagers a tidy sum that even carefully chosen hedge funds won't return more than the market over time. Buffet gives the edge to the S&P fund due to all the fees and costs...

Article | Submitted Jun 10, 2008 | Views: 116 | Comments: 2 
Tags: hedge funds, index funds, stock market, warren buffett, mutual funds

1

America's hottest investor - mutual fund manager Ken Heebner
Submitted by ktexas  (money.cnn.com)

Just how good has Heebner been? We may well be witnessing the most dazzling run of stock picking in mutual fund history. Since May 1998, Focus has an average annualized return of 24%, the best...

Article | Submitted May 27, 2008 | Views: 185 | Comments: 0 
Tags: stock market, stocks, investing, mutual funds

1

New Way to Ride Nuclear's Revival
Submitted by ktexas  (www.kiplinger.com)

Nuclear power, long reviled as a dangerous source of energy, is on the verge of a comeback. That's because a growing body of scientists, politicians and environmental activists see atomic energy as...

Article | Submitted May 10, 2008 | Views: 329 | Comments: 7 
Tags: nuclear power, stocks, investing, mutual funds, energy industry

1

Is the bear market in stocks behind us?
Submitted by ktexas  (www.kiplinger.com)

Standard & Poor's strategist Sam Stovall, who just a month ago predicted that the market would drop another 10% from its March 17 trough (by which time it had fallen 19% from it October peak), now...

Article | Submitted May 7, 2008 | Views: 147 | Comments: 1 
Tags: bonds, treasuries, stock market, stocks, investing, personal finance, bear market, mutual funds, recession

2

Lifecycle Funds - Too Much Hype?
Submitted by ktexas  (www.nytimes.com)

With targeted Retirement or Lifecycle Funds, you pick when you expect to retire. These mutual funds will increase the percentage of bonds vs stocks as you approach retirement. The theory is that...

Article | Submitted Apr 26, 2008 | Views: 140 | Comments: 4 
Tags: bonds, retirement, stocks, personal finance, retirement planning, mutual funds, financial planning



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