http://netvouz.com/infor626/tag/funds?feed=rss&pg=4 infor626's bookmarks tagged "funds" on Netvouz http://www.gefn.com/mutualfunds/elfun/ infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.56/high-morningstar-ratings-can-lure-you-into-mutual-funds-with-costly-sales-loads.html High Morningstar Ratings can lure you into mutual funds with costly sales loads - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, A loaded fund with a high star rating can cloud an investor’s judgment. A loaded fund with a 4 or 5 star rating is not likely to retain its high rating in the future. While loaded funds with high star ratings are good for sales advisor/agents on commission, they may not be the best funds for you. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.36/how-many-mutual-funds-are-needed-for-a-well-diversified-portfolio-a-commentary.html How many mutual funds are needed for a well-diversified portfolio? - Commentary - Personal Investment Management > Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Financial Articles, Additional mutual funds in a portfolio improve diversification slightly, when looked at year to year. However, if the terminal value of a portfolio after multi year investment holding periods is considered, then very substantial reductions in risk or volatility can be achieved by holding multiple mutual funds. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/how-many-mutual-funds-are-needed-for-a-well-diversified-portfolio-evidence-168.htm Actively-managed mutual funds are not created equally. Performance can vary significantly - even when funds pursue similar strategies or styles. This infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.35/how-many-mutual-funds-are-needed-for-a-well-diversified-portfolio-evidence.html How many mutual funds are needed for a well-diversified portfolio? - evidence - Personal Investment Management > Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Financial Articles, Mutual funds are not created equally. Particularly with actively managed mutual funds, performance can vary significantly – even when those funds are pursuing similar strategies or “styles.” Holding multiple funds will reduce the volatility or risk of your portfolio. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.64/how-morningstar-ratings-for-mutual-funds-are-used-as-a-marketing-tool.html How Morningstar Ratings for mutual funds are used as a marketing tool - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Mutual fund companies seem to exploit “four and five star only” investor beliefs. Advertising practices by mutual fund families are selective concerning which mutual fund star ratings they will advertise. You would be challenged to find any mutual fund family that advertises its one or two star rated funds, and the advertisement of a three star fund is infrequent. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.52/how-stable-have-morningstar-ratings-for-mutual-funds-been-over-time.html How stable have Morningstar Ratings for mutual funds been over time? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Morningstar Ratings have been quite unstable over time. If an investor buys a 4 or 5 star rated fund and expects it to stay that way, he is likely to be surprised. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.60/how-the-new-morningstar-ratings-for-mutual-funds-have-been-determined-since-mid-2002.html How the new Morningstar Ratings for mutual funds have been determined since mid-2002 - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, As of June 30, 2002, Morningstar, Inc. began to use significantly revised methods to define its star ratings for mutual funds. This article summarizes Morningstar’s new Morningstar Rating* methods as defined in its publications. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.ifa.com/ infor626 Wed, 07 May 2008 18:53:52 GMT http://www.indexfunds.com/ Index Funds Investing infor626 Wed, 07 May 2008 18:53:52 GMT