• AdvisorIntelligence, Fund Manager Due Diligence, Asset Class Research and Client Tools
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• American Funds - AMCAP Fund - Class A Shares (AMCPX) +1 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES ...
  American Funds - AMCAP Fund - Class A Shares (AMCPX) +1 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, The diversified investment fund strategy of the American Funds AMCAP Fund Class A mutual fund shares AMCPX According to its prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the investment objective of the American Funds AMCAP Fund is to provide you with long term growth of capital. It invests primarily in stocks of issuers located in the U.S. but may invest in non U.S. securities to a limited extent. When this report was prepared, recent data indicated that this actively managed growth mutual fu...
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• American Funds - American Balanced Fund - Class A Mutual Fund Shares (ABALX) +1 Fund Authority Score - The Skilled Investor'...
  American Funds - American Balanced Fund - Class A Mutual Fund Shares (ABALX) +1 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, American Balanced Fund Class A Mutual Fund Shares ABALX collect a +1 Fund Authority Score. The table below in this article presents The Skilled Investor's Fund Authority Score and other information for the American Balanced Fund Class A Shares. According to its prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the investment objectives of this actively managed mutual fund are to 1 conserve capital, 2 generate current income, and 3 obtain long term growth of capital and i...
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• American Funds - Capital Income Builder Fund - Class A Shares (CAIBX) +4 Fund Authority Score - The Skilled Investor's FUND ...
  American Funds - Capital Income Builder Fund - Class A Shares (CAIBX) +4 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Worldwide and International (Non-U.S.) Stock Mutual Funds and ETFs - Financial Articles, At approximately $114 billion in assets with 2.9 million shareholder accounts, the Capital Income Builder Fund is a very large actively managed mutual fund. This fund invests worldwide and focuses on the equity and debt securities of firms that generate income. The Capital Income Builder Fund has a mandate to invest at least 50% of its assets in stocks or equities and recently had about 73% invested in equities. The Capital Income Builder Fund has a variety of share classes which can only be purchase...
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• American Funds - Capital World Growth and Income Fund - Class A Shares (CWGIX) +2 Fund Authority Score - The Skilled Investo...
  American Funds - Capital World Growth and Income Fund - Class A Shares (CWGIX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Worldwide and International (Non-U.S.) Stock Mutual Funds and ETFs - Financial Articles, At approximately $110 billion in assets with 3.6 million shareholder accounts, the American Funds Capital World Growth and Income Fund is a very large actively managed mutual fund. This fund invests worldwide in companies with large stock market capitalizations, and it favors firms that pay dividends. The Capital World Growth and Income Fund has a variety of share classes which can only be purchased through an advisor or other financial intermediary not directly.
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• American Funds - EuroPacific Growth Fund - Class A Shares (AEPGX) +2 Fund Authority Score - The Skilled Investor's FUND AUTH...
  American Funds - EuroPacific Growth Fund - Class A Shares (AEPGX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Worldwide and International (Non-U.S.) Stock Mutual Funds and ETFs - Financial Articles, The EuroPacific Growth Fund AEPGX gets a +2 Fund Authority Score. The fund seeks long term capital appreciation. The fund's investment objective is to 80% or more of its assets in securities of issuers domiciled in Europe and the Pacific Basin.
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• American Funds - Growth Fund of America - Class A Shares (AGTHX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHO...
  American Funds - Growth Fund of America - Class A Shares (AGTHX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, With 4.4 million shareholder accounts, the Growth Fund of America AGTHX is the largest actively managed stock mutual fund in the United States. The investment management objective of this mutual fund is to grow individual investor's capital. This article provides the Fund Authority Score for Class A Shares.
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• American Funds - Income Fund of America - Class A Shares (AMECX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHO...
  American Funds - Income Fund of America - Class A Shares (AMECX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, At approximately $91 billion in assets with 2.2 million shareholder accounts, the Income Fund of America is a very large actively managed mutual fund. This fund can invest worldwide, however it focuses largely on U.S. equity and debt securities. Recently, 20% of this mutual fund's portfolio assets were invested in non U.S. equities and 4% of portfolio assets were invested in non U.S. bonds. According to the American Funds mutual fund prospectus for the Income Fund of America, this mutual fund seeks to provide you with cur...
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• American Funds - The Investment Company of America - Class A Shares (AIVSX) +3 Fund Authority Score - The Skilled Investor's...
  American Funds - The Investment Company of America - Class A Shares (AIVSX) +3 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, According to American Funds mutual fund Prospectus for The Investment Company of America, the fund seeks to make your investment grow and provide you with income over time by investing primarily in common stocks that offer growth and dividend potential. At approximately $95 billion in assets with 3.1 million shareholder accounts, The Investment Company of America is a very large actively managed mutual fund. This fund may invest worldwide, however it focuses largely on U.S. equity and debt securities.
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• American Funds - Washington Mutual Investors Fund - Class A Shares (AWSHX) +2 Fund Authority Score - The Skilled Investor's ...
  American Funds - Washington Mutual Investors Fund - Class A Shares (AWSHX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, At approximately $89 billion in assets with 2.7 million shareholder accounts, the Washington Mutual Investors Fund mutual fund is a very large, actively managed diversified investment fund. This mutual fund's investment portfolio consists predominantly of large capitalization U.S. stock securities. Recently, about 97% of this mutual fund's portfolio assets were invested in U.S. equities. There were no U.S or non U.S. bonds in the investment portfolio. Cash and cash equivalents made up 3% of the portfolio. Accordi...
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• Asset class investment risk premiums -- your reward for taking investment risk - Personal Investment Management > Investment...
  Asset class investment risk premiums -- your reward for taking investment risk - Personal Investment Management > Investment Returns and Securities Market Risk Premiums Articles - Financial Articles, Risk premiums compensate investors for taking some of the risks associated with financial securities. To enable payment of risk premiums, markets set current prices at a discount relative to expected future prices.
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• How are asset class risk premiums and the risk free rate of return related? - Personal Investment Management > Investment Re...
  How are asset class risk premiums and the risk free rate of return related? - Personal Investment Management > Investment Returns and Securities Market Risk Premiums Articles - Financial Articles, Risk premiums are estimated relative to a baseline “risk free” rate of return. The risk free rate of return in the scientific investment literature has been measured by either short term U.S. T bills or by long term U.S. T bonds.
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• Investment Asset Allocation
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• Portfolio Asset Allocation
  asset allocation,capital gains tax,capital gains taxes,emergency cash management,investment asset tax,ordinary income tax,retirement accounts,roth retirement accounts, portfolio asset allocation, allocating assets, asset class allocation, cash management
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• The Birth of Yet Another Darn Asset Class - Infrastructure
  The Birth of Yet Another Darn Asset Class - Infrastructure Recently, The Skilled Investor published two articles: The first article discussed how the
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• The Birth of Yet Another Darn Asset Class -- Infrastructure (Part 1 of 2) - Personal Investment Management > Asset Allocatio...
  The Birth of Yet Another Darn Asset Class -- Infrastructure (Part 1 of 2) - Personal Investment Management > Asset Allocation and Personal Investment Risk Tolerance Articles - Financial Articles, The Skilled Investor has come across yet another new asset class undergoing the security industry's birthing process. This new asset class is global Infrastructure. Generally, the definition of infrastructure is the publicly traded equity and debt securities of utilities, airports, ports, roads, hospitals, etc.The Skilled Investor is skeptical about this new global Infrastructure asset class. This skepticism is not rooted in whether investors should own equity or fixed income positions in global infrastructure. The question is why should these securities b...
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• The Birth of Yet Another Darn Asset Class -- Infrastructure (Part 2 of 2) - Personal Investment Management > Asset Allocatio...
  The Birth of Yet Another Darn Asset Class -- Infrastructure (Part 2 of 2) - Personal Investment Management > Asset Allocation and Personal Investment Risk Tolerance Articles - Financial Articles, Have Macquarie Bank and State Street Global Advisors discovered a rich new vein of investment gold to mine for years Will individual investors get any of it Is this another goldmine for individual investors or is this another selective reading of market history for naive performance chasing individual investors Frankly, The Skilled Investor thinks that this just another case study of how the securities industry manufactures new products and new broker / investment advisor demand. In turn, these new asset classes are used as bait to capture the assets of indiv...
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• Vantagepoint 500 Stock Index mutual fund Class II Shares (VPSKX) +9 Fund Authority Score - The Skilled Investor's FUND AUTHO...
  Vantagepoint 500 Stock Index mutual fund Class II Shares (VPSKX) +9 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, Here is some really good news for you. The Skilled Investor has published an article about lower cost S&P 500 index mutual funds that you can read, entitled Low Cost S&P 500 Index Mutual Funds. The Standard & Poors 500 stock index is the most common equity index fund benchmark in the U.S. The S and P 500 tracks about 75% of publicly traded U.S. equity market asset value. In this article, you will also find our Fund Authority Score summary for Vantagepoint 500 Stock Index II mutual fund. From a lower cost standpoint, these...
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• Vantagepoint 500 Stock Index mutual fund Class II Shares (VPSKX) +9 Fund Authority Score - The Skilled Investor's FUND AUTHO...
  Vantagepoint 500 Stock Index mutual fund Class II Shares (VPSKX) +9 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, Here is some really good news for you. The Skilled Investor has published an article about lower cost S&P 500 index mutual funds that you can read, entitled Low Cost S&P 500 Index Mutual Funds. The Standard & Poors 500 stock index is the most common equity index fund benchmark in the U.S. The S and P 500 tracks about 75% of publicly traded U.S. equity market asset value. In this article, you will also find our Fund Authority Score summary for Vantagepoint 500 Stock Index II mutual fund. From a lower cost standpoint, these...
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• What have average investment asset class risk premiums been over long periods? - Personal Investment Management > Investment...
  What have average investment asset class risk premiums been over long periods? - Personal Investment Management > Investment Returns and Securities Market Risk Premiums Articles - Financial Articles, Over the past two hundred years, real or non inflationary equity market returns have averaged just under 7%. During the 19th century, cash and bond returns “were king” and additional equity risk returns were relatively small. In the 20th century and particularly during the second half of that century, investors were much more richly rewarded for carrying the risks associated with equity investments.
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