Trends, ideas and strategies in mutual fund investing: Where to look for great investing opportunities and managers, how investing philosophies and practices are shifting, and innovations in fund products and management.
In 1981, Rolf Banz published his finding that small stocks had outperformed large ones. The discovery caught the attention of Wall Street, which soon introduced a slew of small-cap funds. ...
With much fanfare, Morningstar introduced a new fund grading system in November, and so far the results have not been inspiring. During the first quarter of this year, top-rated large-cap blend and mid-cap value funds trailed category averages by half a percentage point. ...
For the last couple years, retail investors have been skittish about U.S. equity mutual funds, to say the least, redeeming some $74.5 billion from these funds year to date through November 2011 and nearly $75 billion in 2010. ...
Year to date through November 2011, retail investors have redeemed $61.6 billion from large-cap equity mutual funds, $11.2 billion from mid-cap growth funds, $13.4 billion from world stock funds, and $15.7 billion from municipal bond funds, according to Morningstar data. ...
During his long career, Vanguard Group founder John Bogle has often argued that most actively managed funds trail their benchmarks. In his book Common Sense on Mutual Funds, Bogle notes that 79 percent of active funds lagged the S&P 500 during the 20 years ending in 1998. Recent studies by Bogle and other researchers have reached similar conclusions. ...
While emerging market stocks have been touted for the last couple years as the investment du jour, the message at an Eaton Vance outlook event this morning was quite the contrary....
Before I delve into the accounting loopholes used to prop 3rd-quarter earnings, I will start with pointing out the intimidating amount of choice for ETFs in the financial sector.
There are 25 financial sector ETFs. These 25 ETFs have drastically different stock holdings and, therefore, allocations. The lowest number of holdings is 24 while the highest is 496, per figure 1.
How is an investor interested in financial sector ETFs supposed to choose among all the many options?
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