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The Motley Fool October 16, 2006 Dan Caplinger |
Get More Than You Pay For: Part 2 Because closed-end funds have a fixed number of shares and trade only on stock exchanges, there are potential opportunities and pitfalls for people who invest in them. |
The Motley Fool April 12, 2007 Amanda B. Kish |
The Mystery of Closed-End Funds Why are these obscure investments suddenly gaining popularity? Approach buying a closed-end fund the same way you would approach buying an open-end fund. Ask yourself: Does this fund make sense in the context of my overall portfolio? |
The Motley Fool January 29, 2007 Dan Caplinger |
Go Global With Closed-End Funds Discounts make these alternatives to ETFs attractive, but beware of high expenses. |
The Motley Fool December 1, 2004 Rick Aristotle Munarriz |
A Dollar for 85 Cents Closed-end mutual funds offer more bang for your investing buck as long as they are trading at a discount. |
The Motley Fool January 7, 2004 |
Beating the Market Can an actively managed mutual fund consistently post market-beating returns? |
The Motley Fool November 20, 2008 Dan Caplinger |
Invest at a Double Discount Closed-end funds offer amazing opportunities right now. |
The Motley Fool August 19, 2011 Dan Caplinger |
It's Time to Buy These Discount Investments Closed-end funds offer a double discount. |
The Motley Fool April 4, 2011 Dan Caplinger |
5 Closed-End Funds You Should Watch These little-understood investments can give you big bargains. |
The Motley Fool April 5, 2004 Rick Aristotle Munarriz |
85 Cents for a Dollar? Closed-end mutual funds offer more bang for your investing buck. |
The Motley Fool February 28, 2005 |
Understanding "Window Dressing" Some mutual funds are pulling the wool over your eyes. |
The Motley Fool October 11, 2006 |
On Funds and Meetings If you hold shares through a mutual fund, can you attend annual company meetings? |
The Motley Fool April 21, 2005 |
Don't Buy the Dividend! There's a bad time to buy into mutual funds. |
The Motley Fool August 5, 2009 Dan Caplinger |
Don't Pay Premium Prices for These Stocks Many closed-end funds are still overpriced. |
The Motley Fool April 6, 2004 Rick Aristotle Munarriz |
When Funds Go Cheap Closed-end funds have some advantages over their open-end peers. |
The Motley Fool May 28, 2008 Dan Caplinger |
The Cheap and Easy Way to Invest Globally Buying discounted closed-end fund shares offers an opportunity you won't find very often. When those discounts narrow or even turn into premiums, you can earn profits well beyond your fund's portfolio returns. |
Financial Advisor June 2005 Darwin K. Abrahamson |
Avoiding Redemption Fees In 401(k) Plans Since it's indisputable that redemption fees are becoming entrenched within mutual funds at an accelerated pace, an obvious solution to avoiding redemption fees altogether is to invest in exchange-traded funds (ETFs). |
Registered Rep. October 1, 2006 John Churchill |
Investing on Faith Fees and performance may be at the top of the list of mutual fund characteristics investors look for, but don't count out faith. |
The Motley Fool April 21, 2009 Rick Aristotle Munarriz |
You Can Still Buy Stocks for 85 Cents on the Dollar There are still ways to get in on blue-chip companies at pre-rally prices. Closed-end funds continue to trade at sharp discounts to their actual holdings. |
HBS Working Knowledge December 8, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? I am skeptical of the ability of fund managers to consistently beat the market... I believe that we have probably seen the beginning of the decline of the actively managed mutual fund... The mutual fund scandal will shift public trust towards index funds... etc. |
Investment Advisor May 2010 Savita Iyer-Ahrestani |
The Up Side of Fear and Greed RiverNorth Core Opportunity takes advantage of inefficiencies in the closed-end fund business in an open-end mutual fund. |
The Motley Fool January 23, 2007 Dan Caplinger |
Crazy Over Cuba One closed-end fund has investors shooting for the moon. What makes the Herzfeld fund such a remarkable story is how it appeared in the top ranks of funds apparently out of nowhere. |
Registered Rep. May 18, 2004 John Churchill |
The Only Game in Town Survey shows a majority of investors still think mutual funds provide the best opportunity for a diversified portfolio, and many do not think the mutual fund improprieties are widespread across the industry. |
The Motley Fool February 11, 2010 Dan Caplinger |
A Better Way to Buy Buffett? Berkshire Hathaway's closed-end fund now comes with a discount, but is it a good deal? |
Financial Advisor November 2008 Alan Lavine |
In The Basement Like many other securities, closed-end preferred stock funds have been hit hard by the national financial crisis. |
The Motley Fool July 30, 2007 Amanda B. Kish |
Old Mutual Spreads Its Wings It remains to be seen if Old Mutual's plans for growth will make this firm's funds worth owning, but one fund, Old Mutual Focused Fund, is already worth a look. |
The Motley Fool August 3, 2005 Tom Taulli |
Putnam Just Says "No" Providian shareholder Putnam Investments put out a press release indicating its displeasure with the proposed Washington Mutual purchase of Providian. But even with a "no" vote, an activist role is unlikely from the mutual fund. |
The Motley Fool May 24, 2011 Jason Moser |
It Pays to Know How Your Money Is Managed A recap of Robert Pozen's new book, The Fund Industry: How Your Money is Managed. |
Wall Street & Technology July 1, 2005 Maria Santos |
Investor Distrust According to a recent survey, less than one-third of U.S. households agree that their mutual fund companies can be trusted to advertise honestly, outperform their competitors or even do the right thing. |
AskMen.com April 14, 2002 Rashmikant Patel |
Starting A Portfolio Investors can easily understand and build a portfolio that conforms to their needs... |
Registered Rep. March 12, 2012 Diana Britton |
Yield of Dreams: Are Investors Starting to Wake up and Smell the Rally? For months, we've been scratching our heads over why retail investors have been fleeing U.S. equity mutual funds and flocking to bond funds and U.S. Treasuries, where yields are practically non-existent. |
HBS Working Knowledge December 1, 2003 |
Is This the Twilight Era for the Managed Mutual Fund? What is the answer to allegedly poor mutual fund governance practices? Can mutual fund directors, often responsible for dozens of funds in a fund family, be expected to exercise adequate oversight? Or must practices be corrected through added regulation? Or is the problem deeper than this? |
Financial Planning October 2, 2007 Elizabeth O'Brien |
Bookshelf Dump all your retail mutual funds! That's the message that Ric Edelman shouts in his book, The Lies About Money. |
HBS Working Knowledge December 15, 2003 |
Readers Respond: Is This the Twilight Era for the Managed Mutual Fund? Business leaders and managers who can't recognize public and investor trust as a fundamental requirement of their business should be fired or barred for life... As soon as I can beat the market on my own, I'm out of mutual funds... etc. |
The Motley Fool April 13, 2004 Selena Maranjian |
Wondering About Magellan A recent Money magazine article asked a question that's on the minds of many mutual fund investors: "Can Magellan Bounce Back?" |
The Motley Fool September 1, 2006 Selena Maranjian |
Think You Can't Get Rich in Funds? You can get rich in mutual funds. You just need to find some great ones. |
The Motley Fool January 15, 2010 |
Mutual Funds and Your Taxes How to account for what you buy and sell during the year. |
Financial Advisor May 2012 Alan Lavine |
A Few Bargains Be selective when buying closed-end stock funds. |
The Motley Fool May 12, 2008 Zoe Van Schyndel |
A Golden Oldie Fund That's Still Kickin' One of the oldest existing mutual funds, CGM Mutual Fund, shows it still has plenty of spunk left. |
The Motley Fool January 8, 2004 Selena Maranjian |
Beware the Year's "Best" Funds When picking a fund, don't fall for a fluke. |
The Motley Fool August 24, 2007 Mac Greer |
Fool Video: Making the Most of Your Mutual Fund Stock analyst Shannon Zimmerman discusses how to manage your mutual fund in uncertain times. |
The Motley Fool March 11, 2005 |
Mutual Funds vs. Unit Investment Trusts Know what you're dealing with. Here's the difference between a mutual fund and a unit investment trust. |
Registered Rep. January 2, 2014 Stan Luxenberg |
The Case for Mutual Funds Proponents of ETFs often argue that traditional mutual funds are obsolete -- black-and-white TVs in an age of streaming video. But the advantages of the ETF structure are limited, and they are eroded by the costs of trading. |
The Motley Fool July 6, 2004 |
Seeking Outstanding Mutual Funds Don't settle for below-average performance when you can earn average or better. |
The Motley Fool June 25, 2004 Tim Beyers |
Fund Independence Day Yesterday, the Securities and Exchange Commission turned up the heat on the mutual fund industry by requiring that funds maintain a board of trustees that is at least 75% independent from management. |
Registered Rep. February 22, 2005 Will Leitch |
SEC's Roye Out as Mutual Fund Head In a move that casts doubt on the future of mutual fund regulation, the SEC has announced that its chief mutual funds legislator, Paul Roye, will step down, effective immediately. |
AskMen.com Luis Rodrigues |
Mutual funds With interest rates remaining as low as they are, more and more people are looking towards the stock market to earn a higher return on their money investing. |
The Motley Fool December 4, 2006 Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
The Motley Fool January 4, 2007 Dale Baker |
Closed-End Funds: Skip the Premium In the closed-end fund market, always shop at the discount counter. Most CEFs trade at a small discount to their NAV, for many reasons. |
Registered Rep. June 1, 2012 Diana Britton |
Alternatives Going Mainstream According to data released by Cerulli Associates and Strategic Insight/SIMFUND, alternative mutual funds account for 2.8 percent of overall mutual fund assets today. But Cerulli projects they will account for 9.7 percent of all mutual fund assets in five years. |
The Motley Fool January 13, 2004 Selena Maranjian |
The Fund Fee Fracas Are mutual fund fees too high? |