A lot of the large growth stocks are taking a breather. |
Dividends can be a significant component of total return. |
For investors who aren't sure about how to select a fund appropriate for their time horizon, these funds really make it simple for you to do that and to get a lot of diversification in a single package. They help investors with the two things they have the most problems with. The first is arriving at an appropriate asset allocation, and the second is maturing that asset allocation as you approach your goal. |
Fund companies are increasingly looking at this as a retention tool. Perhaps its one way to keep your fund manager on board. I don't know if it's a full blown turning point, but companies realize it could be a brain drain so they're taking steps to stay competitive. |
He has one of the longest records, he's more a pure quant investor, ... He's got a phenomenal record. |
I would say it's a dueling trend that retail mutual fund companies are starting hedge fund like vehicles to retain that talent. That is a weapon in a fund company's arsenal. |
If Spitzer's allegations prove true, it's a clear indication that all four fund firms were willing to put their companies' own profitability ahead of the interests of their fund shareholders, |
If Spitzer's allegations prove true, it's a clear indication that all four fund firms were willing to put their companies' own profitability ahead of the interests of their fund shareholders. |
In general, in any sort of tax-deferred account, you have a little more leeway to look at fund types that might be undesirable for your taxable account. If you're going to own a high-turnover, aggressive growth fund, for example, putting it in a tax-sheltered wrapper is a good idea. By the same token, a high-yield bond fund might be a good thing to put in a tax-deferred account. |
Internet-heavy funds took some of the biggest hits yesterday, but most people watching the tech area have long thought that there's probably been some froth among those stocks. |
It has been hard to go wrong in stocks. The main performance determinant was whether you invested in small caps. |
It is a huge run right in the beginning of the year. Some of the best performers are on the 'Who's Who list' of the worst of 2000. |
It's a classic rotation away from everything that did well in 1998 and the first quarter of 1999. Everything that did lousy in that time has picked up. |
It's a point I'd make regarding any mutual fund, but it's particularly important in a mutual fund type where you expect a low absolute return. If you're paying 1 percent in expenses and you're earning just 3 percent, you're forking over literally a third of your return. |
It's hard to say whether he's making brilliant choices because it's hard to go wrong in Internet stocks, ... It's hard to say whether he's a good stock picker or just lucky. |