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Fund Spy

A Tactical Play in Alternatives

Tactical asset-allocation funds continue to draw in assets, but not all investors will be comfortable with their broad mandates.

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Rekenthaler Report

Can You Be Too Diversified?

Let's look at the argument that more is less.

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Fund Spy

It May Not Have Been the Month You Thought It Was

Treasuries weren't the only casualty in May 2013.

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Fund Times

Lord Abbett Affiliated Manager Departs

Plus, a Fidelity fund manager steps down after inconsistent performance, Aberdeen closes on its acquisition of Artio, a Goldman Sachs Asset Management fund manager retires, and more.

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    Top Category Return %

    Trading-Miscellaneous Bear Market Trading-Inverse Debt
    View More Return Periods
    1-Mo 9.16 3.33 2.93
    1-Yr -15.32 -28.23 -2.77
    3-Yr -18.88 -24.60 -13.39

    Bottom Category Return %

    Latin America Stock India Equity Global Real Estate
    View More Return Periods
    1-Mo -12.52 -11.67 -8.50
    1-Yr -1.14 9.35 21.22
    3-Yr -3.60 -4.43 12.71

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    Fund Family Research & Data

    Vanguard | 112 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 05/31/2013
    Domestic Stock 3.5 45.27
    International Stock 3.3 9.00
    Municipal Bond 3.7 5.47
    Taxable Bond 3.8 20.18

    American Funds | 57 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 05/31/2013
    Domestic Stock 3.2 36.70
    International Stock 4.1 27.93
    Municipal Bond 2.7 1.95
    Taxable Bond 2.4 8.68

    Fidelity Investments | 355 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 05/31/2013
    Domestic Stock 3.1 45.29
    International Stock 3.3 9.17
    Municipal Bond 4.0 2.55
    Taxable Bond 3.5 17.49

    PIMCO | 87 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 05/31/2013
    Domestic Stock 3.8 1.04
    International Stock 4.9 2.21
    Municipal Bond 1.7 0.32
    Taxable Bond 4.6 78.53

    Franklin Templeton Investment Funds | 111 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 05/31/2013
    Domestic Stock 3.3 12.69
    International Stock 3.4 17.13
    Municipal Bond 3.2 18.52
    Taxable Bond 3.8 27.76

    T. Rowe Price | 112 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 05/31/2013
    Domestic Stock 3.9 43.21
    International Stock 3.1 10.33
    Municipal Bond 4.2 3.41
    Taxable Bond 3.6 13.88
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