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Rekenthaler Report

Once Again: Are Bonds a Bubble?

On bubbles, balanced investing, and Rekenthaler's latest fail.

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Fund Times

T. Rowe Expands Target-Date Business With New Series

In a tough week for Marsico, the firm is removed as a subadvisor on two funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes portfolio-management changes.

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    Fund Spy

    The Devil, the Details, and Fund Manager Changes

    We look at why some funds' Analyst Ratings change when their managers do and others don't.

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    Five-Star Investor

    If the Sun Continues to Shine on Japan, These Foreign Funds Are Ready

    Investors looking for diversified foreign large-cap funds that have an overweighting in the country should consider these names.

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    Top Category Return %

    Industrials Consumer Cyclical Small Growth
    View More Return Periods
    1-Mo 6.71 6.10 5.93
    1-Yr 31.11 31.72 24.89
    3-Yr 17.33 21.45 16.84

    Bottom Category Return %

    Equity Precious Metals Bear Market Long Government
    View More Return Periods
    1-Mo -7.87 -6.36 -4.56
    1-Yr -33.89 -30.80 -2.27
    3-Yr -14.79 -26.45 10.04

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    Fund Family Research & Data

    Vanguard | 112 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 04/30/2013
    Domestic Stock 3.5 44.06
    International Stock 3.3 9.16
    Municipal Bond 3.7 5.54
    Taxable Bond 3.8 21.25

    American Funds | 57 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 04/30/2013
    Domestic Stock 3.2 36.09
    International Stock 4.1 28.13
    Municipal Bond 2.7 1.98
    Taxable Bond 2.4 8.90

    Fidelity Investments | 355 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 04/30/2013
    Domestic Stock 3.1 44.62
    International Stock 3.3 9.42
    Municipal Bond 4.0 2.61
    Taxable Bond 3.5 17.78

    PIMCO | 85 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 04/30/2013
    Domestic Stock 3.8 0.97
    International Stock 4.9 2.22
    Municipal Bond 1.7 0.32
    Taxable Bond 4.6 78.56

    Franklin Templeton Investment Funds | 111 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 04/30/2013
    Domestic Stock 3.3 12.36
    International Stock 3.4 16.75
    Municipal Bond 3.2 18.87
    Taxable Bond 3.8 27.99

    T. Rowe Price | 112 Funds

    Asset Class Average
    Morningstar Rating    		 % of Assets
    Data as of 04/30/2013
    Domestic Stock 3.9 42.56
    International Stock 3.1 10.57
    Municipal Bond 4.2 3.47
    Taxable Bond 3.6 14.33
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