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The Motley Fool July 6, 2004 |
Seeking Outstanding Mutual Funds Don't settle for below-average performance when you can earn average or better. |
BusinessWeek November 10, 2003 Jeffrey M. Laderman |
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. |
Financial Planning March 1, 2005 Israelsen & Clement |
Of Stocks and Funds Financial advisers need to explain to their clients that diversification can be a double-edged sword; protection against loss can sometimes insulate against return. Here's a performance comparison of individual stocks vs. equity funds in 2004. |
Financial Planning December 1, 2011 Ilana Polyak |
Gateway to Protection It's still hard to ignore just how fragile the U.S. economy is, with an anemic growth rate and stubbornly high unemployment on top of the hobbled real estate market and troubles in Europe. Yet most fund companies haven't been sitting idly by |
The Motley Fool June 2, 2005 Selena Maranjian |
Americans Favor Mutual Funds Stock funds are hot, as they should be. |
The Motley Fool May 13, 2005 Selena Maranjian |
Mutual Funds to Save You If your financial future is shaky, certain mutual funds can save you. Before you invest in any mutual fund, make sure you've studied it well -- either on your own or with some help. |
The Motley Fool April 27, 2004 Shannon Zimmerman |
Check Volatility at the Door Sector funds can be a lot more risky than they at first appear. Even true champion funds aren't risk-free, but a history of keeping volatility in check adds to their appeal. |
BusinessWeek May 28, 2009 Kalwarski & Levisohn |
Finding Higher Returns With Lower Risk There is surging interest in low-volatility investment strategies. Still, some investors are finding ways to make volatility work for them. |
The Motley Fool December 9, 2004 Selena Maranjian |
Beware of Lists of Top Funds One danger of investing is the list of top-performing mutual funds that you'll find often in many financial periodicals. Why are such lists problematic? Let us count the ways. |
The Motley Fool October 5, 2004 Shannon Zimmerman |
Performance-Tested Funds When you're looking for a way to gauge the consistency of a fund's performance, not to mention how successful a management team has been at staving off loss and keeping volatility in check, calendar-year returns make a good yardstick. |
Financial Advisor December 2004 Christopher P. Parr |
Look Mom! I Beat the S&P Again! Legg's Value Trust---relative fund superstar or absolute media hype? |
The Motley Fool January 7, 2004 |
Beating the Market Can an actively managed mutual fund consistently post market-beating returns? |
Registered Rep. September 1, 2004 Stan Luxenberg |
A Question of Size If there is safety in numbers and comfort in size, fund investors are now putting their need for reassurance on parade. |
The Motley Fool July 29, 2011 Amanda B. Kish |
Why You're Losing Money on Your Investments Past performance is not indicative of future results when it comes to mutual funds. |
The Motley Fool September 15, 2009 Jennifer Schonberger |
Expert Summit: How Risk Averse Are Investors Right Now? Top financial experts weigh in on risk aversion and volatility. |
Financial Planning October 1, 2010 Craig L. Israelsen |
Lost-and Found A well-diversified portfolio would have protected investors during the "Lost Decade" between 2000 and 2009. |
Financial Planning November 1, 2010 Geoff Considine |
Cracking the Code All portfolio strategies depend on the expected level of stock market volatility. The assumed future volatilities of equities and other risky assets have substantial implications for determining whether a specific portfolio is suitable to an investor's needs. |
Entrepreneur July 2004 Dian Vujovich |
Mutual Attraction Despite the headlines, mutual funds are still a good thing. |
The Motley Fool October 20, 2009 Selena Maranjian |
Save Yourself $2,250 Beware of loaded mutual funds. |
The Motley Fool July 1, 2008 Amanda B. Kish |
A Shortcut to Losing Money It's easier than you think to sandbag your portfolio -- and the media's here to help. |
The Motley Fool January 4, 2005 Shannon Zimmerman |
Are Your Funds Worth Owning? There's nothing magical or intrinsically worthwhile about a mutual fund in itself. A fund is only as good as the folks picking the investments. How does your fund measure up? |
The Motley Fool June 3, 2005 Roy Lewis |
Tax Rules for Selling Mutual Funds What do you do when it's time to sell? |
The Motley Fool November 23, 2004 Shannon Zimmerman |
The Case for Mutual Funds Investors willing to do their homework can whip up on the Wise with one hand tied behind their checkbooks. Picking the right fund is every bit as important as picking the right stock, if not more so. |
The Motley Fool November 19, 2009 Selena Maranjian |
Don't Let a Little Underperformance Spook You Even the best funds will disappoint you. |
The Motley Fool April 13, 2004 Shannon Zimmerman |
Are Your Funds Worth Owning? Performance and experience are two musts for any champion fund. Find out what it takes to be a true fund champ. A key ingredient: an experienced manager with a track record of beating the S&P 500. Would your fund measure up? |
The Motley Fool September 18, 2007 Selena Maranjian |
Funds Are Getting Loaded There's an alarming new trend among mutual fund companies: They're phasing out many or all of their no-load mutual funds. Are these mutual fund worries reasonable or overblown? A little of both. |
BusinessWeek October 16, 2006 |
Table: Fidelity Funds' Performance Here's a look at how the portfolios of the world's largest mutual fund company have fared against peers and the broader market. |
The Motley Fool September 9, 2011 Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
BusinessWeek June 26, 2006 Aaron Pressman |
No Longer Chasing The Lead Horse The funds getting the big bucks in 2006 are not those with the biggest returns. |
The Motley Fool May 11, 2005 Shannon Zimmerman |
The Case for Mutual Funds Picking the right fund is every bit as important as picking the right stock, if not more so. |
The Motley Fool October 26, 2006 Dan Caplinger |
Volatility: Friend or Foe? By being aware of volatility and taking steps to reduce it, while also making the most of the opportunities it brings, you can not only improve your investment returns, but also avoid the anxiety of dramatic movements in your net worth. |
Financial Planning May 1, 2012 Craig L. Israelsen |
Emerging Stars Compared with U.S. stock funds and broad international stock funds, funds that specialize in emerging foreign markets are a bit like Usain Bolt sprinting against mere mortals. They leave the competition far behind. But this class of investment also carries a lot of volatility. |
Registered Rep. November 1, 2004 Stan Luxenberg |
The Retiring Kind Keeping the loyalty of retirees is urgent business for fund companies. Retaining retirees is particularly crucial for Fidelity. |
The Motley Fool October 18, 2006 Nathan Slaughter |
Investors Can Have It All Mutual fund investors can have it all: low costs, proven performance, experienced managers, below-average volatility, and an investment philosophy that coincides with their own. |
The Motley Fool August 3, 2004 Shannon Zimmerman |
Fund Fight When faced with the question of whether to invest in either (a) index funds or (b) actively managed picks, there's no need to settle for a zero-sum solution. You can invest in both. |
Financial Planning November 1, 2012 Allan S. Roth |
Unappealing Alternatives: Investors Flock to Alternative Mutual Funds and ETFs Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it. |
Financial Planning February 1, 2012 |
Demystifying Volatility Investors shell-shocked by a recent period of extreme volatility may focus on avoiding exposure to volatility at all costs. However, those using the rear-view mirror to reduce volatility may risk long-term underperformance. |
The Motley Fool April 20, 2004 Rex Moore |
Small-Cap Rally Roars Because small-cap stocks have done so well over the past year, many are wondering if it's time to shift gears and allocate more money to larger companies. That type of thinking, however, can lead to subpar returns. |
Financial Advisor June 2004 Kevin M. Wilson |
Why Value Beats Growth Portfolios using asset allocation combined with value investing produce better financial results. How should you advise clients to invest? |
The Motley Fool September 28, 2007 Amanda B. Kish |
The Key to Successful Mutual Fund Investing Mutual fund expenses may be one of the best ways to tell whether a fund will outperform or not. |
The Motley Fool October 31, 2006 Dan Caplinger |
Why Pay for Nothing? From the standpoint of the individual investor, mutual fund fees often go unnoticed. However, they're extremely significant and represent a large handicap for savers to overcome in trying to reach their financial goals. |
The Motley Fool November 29, 2007 Adam J. Wiederman |
The Worst Investment Out There Take a look at Shepherd Large Cap Growth Fund, which year to date has impressively outperformed the market, but may have set itself up disastrously for the long term. |
BusinessWeek September 30, 2010 Charles Stein |
Indexing Helps Vanguard Top Fidelity in Fund Assets The low-cost mutual fund house founded by John Bogle passes the home of once-giant fund Magellan as investors lose faith in stockpickers. |
The Motley Fool December 12, 2011 Morgan Housel |
Best ETF for 2012: Vanguard Total Stock Market For those of you who don't want to bother rolling up your sleeves and digging through individual companies, a broad index fund like Vanguard's Total Stock Market ETF is a smart choice for long-term investors. |
Registered Rep. January 1, 2005 Stan Luxenberg |
Grading Governance The mutual fund scandals have put advisors in a tough position: Recommending a fund that ends up in the headlines can deal a serious blow to an advisor's reputation and can even mean lost clients. |
The Motley Fool November 11, 2009 Dan Caplinger |
This Awful Investment Should Just Die One market commentator has suggested that the Investor Protection Act could force brokers to stop selling a particular class of mutual funds, those known as "C" shares. |
The Motley Fool February 15, 2007 Dan Caplinger |
Market Zigzags and Your Money Unless you stick with ultra-safe investments such as Treasury bills or bank CDs, volatility and investing go hand-in-hand. |
Registered Rep. July 1, 2006 Kristen French |
Loading up on No Loads No-load funds continued to attract the bulk of new cash in 2005, according to data recently released. |
The Motley Fool December 29, 2003 |
What's a Mutual Fund? It's sort of like an investing club. |
BusinessWeek July 24, 2006 Jane Sasseen |
Ta-Da! Cheaper Stock Options! Companies are tinkering with the formulas they use to value them. |