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BusinessWeek September 9, 2010 Sree Vidya Bhaktavatsalam |
Fund Managers Move in Lockstep Six of the 10 largest U.S. stock funds are almost totally in sync with the market. |
The Motley Fool October 6, 2010 Amanda B. Kish |
More Top Investments for Your Retirement Cover your retirement bases with some familiar fund names: Vanguard 500 Index... State Street Global S&P 500 Index... American Funds EuroPacific Growth... PIMCO Total Return... American Funds Growth Fund of America... |
The Motley Fool November 25, 2009 Dan Caplinger |
These 3 Tips Will Make You a Winning Investor Don't waste money on unnecessary investing costs. |
The Motley Fool March 14, 2011 Amanda B. Kish |
More Proof of a Losing Investment Strategy Finding outperformance among actively managed funds. |
The Motley Fool September 9, 2011 Amanda B. Kish |
How to Make Money With Mutual Funds A lowdown on mutual funds. |
The Motley Fool April 23, 2009 Dan Caplinger |
Investments That Don't Stand a Chance An active fund that only seeks to match its benchmark is a waste of your money. If that's all a fund can offer, you're much better off going with the index fund. |
Financial Planning September 1, 2007 Donald Jay Korn |
Different Strokes This summer's volatile markets proved that allocating funds among uncorrelated assets really does work. |
Registered Rep. March 2, 2015 John F. Wasik |
How to Spot a Closet Indexer With expenses continuing to fall on exchange traded funds and passively managed mutual funds, it's hard to justify investing in an actively managed portfolio that isn't pulling its own weight. |
Investment Advisor January 2006 Callahan & Howard |
Boxes Are Not Classes Advisors who use style boxes as proxies for asset classes are performing a disservice to clients. Here's why characteristic boxes are not asset classes and allocating among various characteristic boxes is useless at best. |
The Motley Fool April 24, 2007 Amanda B. Kish |
Growth Fund of America Tips the Scales Has this fund gotten too big for its own good? |
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. |
Financial Planning November 1, 2005 Donald Jay Korn |
Leaning Toward Lockstep Correlations between U.S. and foreign markets are increasing, but adherents insist that foreign investing can still reduce risk. |
Registered Rep. April 1, 2008 Stan Luxenberg |
Beating The Bear Will active funds eventually wither away? Not likely. Actively run funds are alive and well, and many are beating the current bear market. |
The Motley Fool March 30, 2006 Shannon Zimmerman |
International Investing Made Easy International investing is a twofer -- a tack that allows savvy types to secure potentially greater returns and, simultaneously, a hedge against domestic-market performance gyrations. |
Investment Advisor February 2009 |
A New Benchmark for Advisors With many advisors using an asset allocation strategy, the S&P 500 is no longer a great benchmark against which to set your pace. Take a look at these new benchmarks. |
The Motley Fool January 19, 2007 Mary Dalrymple |
Index Funds Win Again Index funds are cheap, easy, and they reliably outperform many other funds. |
Financial Advisor October 2005 David Reilly |
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. |
Financial Planning May 1, 2006 Israelsen & Walker |
Evening the Odds A significant flaw in many active-versus-passive studies occurs when tallying the number of funds that under- or out-perform an index. Three steps could help level the playing field in the active-versus-passive debate. |
Financial Planning September 1, 2009 Geoff Considine |
Not Without Risk Any discussion of whether the theoretical constructs of asset allocation and diversification broke down must start with a reasonable estimate of what they were supposed to provide. |
Financial Planning July 1, 2008 Daniel Thurmaier |
Boring Is Beautiful As investors' nerves fray, typically ho-hum mutual fund classes suddenly became sexy as they calmly stay the course, seemingly oblivious to crashing housing markets and lenders gone wild. |
The Motley Fool February 16, 2010 Dan Caplinger |
Turn the Tables on the Lost Decade If you lost money during the last 10 years, you made a simple mistake. It's not enough to keep all your money invested in the same big companies. |
The Motley Fool December 9, 2010 Dan Caplinger |
Why Mega-Cap Stocks Are Not Enough Before you jump into the biggest, most popular index funds that are based on the S&P 500 index, think twice. |
The Motley Fool August 9, 2010 Amanda B. Kish |
The Key to Selecting Winning Investments A surprising factor could help determine a fund's success. |
The Motley Fool June 27, 2007 Amanda B. Kish |
The 5-Minute Fund Test Follow these easy steps to find worthy mutual funds. |
The Motley Fool September 20, 2010 Dan Caplinger |
Why One ETF Is Not Enough Lots of ETFs are highly correlated to the S&P, but you still need diversification. |
Registered Rep. December 28, 2012 Stan Luxenberg |
Passive or Active Funds Overseas It's true that retail investors have been selling domestic-oriented equity mutual funds for the last five years. But they are buying foreign ETFs. |
The Motley Fool June 26, 2009 Dan Caplinger |
The Danger Lurking in Your Portfolio Think you're diversified? Think again. |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. |
The Motley Fool November 6, 2006 Tim Hanson |
Don't Try to Beat the Market It's entirely possible to be a hands-off investor and still put the long-term wealth-building power of the stock market to work for you. The secret? Index funds. |
Financial Planning July 1, 2012 Craig L. Israelsen |
Material World The natural resources mutual fund sector has a number of attractions, but one characteristic that is probably not immediately evident to many investors is that these funds do not correlate closely with broad stock indexes. This, it turns out, is a valuable feature. |
The Motley Fool November 25, 2008 Dan Caplinger |
Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver? |
Financial Planning February 1, 2011 Craig L. Israelsen |
Consistency Matters What have we learned from analyzing four decades of asset class returns? Just this: An equally weighted, multi-asset approach to building investment portfolios is the model of consistency through booms and busts. |
The Motley Fool May 3, 2011 Amanda B. Kish |
Why Advisors Can't Pick the Right Investments Don't count on advisors to make the right choices on ETFs and mutual funds. |
The Motley Fool June 8, 2004 Shannon Zimmerman |
The Case for Mutual Funds Our resident fund jockey takes on all doubters. Are mutual funds a good investment, or just a way to underperform? |
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 February 23, 2007 Dan Caplinger |
Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio. |
The Motley Fool February 2, 2007 Nathan Slaughter |
Don't Do It! When it comes to your mutual funds, though, keep your eyes on the road -- not the rearview mirror. |
The Motley Fool January 13, 2010 Selena Maranjian |
Mutual Fund Managers' Multiplication Mess More funds using more managers means you get less for your money. |
Registered Rep. May 17, 2013 Stan Luxenberg |
The New Buyers of ETFs Many actively managed mutual funds are now in the market for ETFs for their low costs of ownership and ease of trading. But should shareholders be annoyed? |
The Motley Fool February 25, 2009 Selena Maranjian |
Index Funds Are Hard to Beat An eye-opening new study from Standard & Poor's reveals that the majority of managed funds fail to outperform simple index funds. That's right -- funds run by actual human beings still can't beat a copycat strategy of matching a broad index's holdings. |
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. |
Investment Advisor September 2010 Savita Iyer-Ahrestani |
Overlooked Managers: Two Guys With Two Goals For Sierra Investment Management, understanding risk inherent in every asset class has enabled it to outperform, while avoiding the worst disasters in financial market history. |
AskMen.com Charles Frisbie |
Guy's Guide To Index Funds Index funds are a good way to diversify your portfolio with modest growth. Learn here how to pick a good one. |
The Motley Fool December 7, 2004 David Gardner |
Finding the Best Funds Here's how you can climb to the top of the mutual fund heap. |
Financial Planning June 1, 2008 Craig L. Israelsen |
Spice It Up Can adding commodities to a diversified investment portfolio boost performance without adding extra risk? Read on. |
The Motley Fool February 16, 2011 Amanda B. Kish |
A Helping Hand With Your Investments Options for folks who want a little bit of help in crafting their asset allocation. |
The Motley Fool September 28, 2009 Dan Caplinger |
Are You Picking the Best Investments You Can? Be sure to judge your results by the right measure. |
The Motley Fool July 30, 2007 John Rosevear |
When Twice as Much Isn't Twice as Good The goal of asset allocation is to spread your investments among different classes of assets to achieve better overall performance with less volatility. How can you tell if your funds are really diversified? |
Financial Planning February 1, 2010 Craig L. Israelsen |
It's in the Past Can correlations between mutual funds' past performance and risks tell us anything about their future? |
BusinessWeek October 8, 2007 Brian Hindo |
The Portfolio Balancing Act In turbulent times like these, the "rules" for asset allocation often go out the window. |