
Fund buys extremely downtrodden securities that can sometimes take time to rise to their intrinsic value.Distinctive asset mix will displease strict asset allocators and Modern Portfolio Theory mavens.Fund's 12b-1 fee is higher than the more common 0.25%.Performance during the 2008 downdraft
accounts for his children with First Eagle Sogen Global SGENX, Fidelity Contrafund, Fidelity Low-Priced Stock, Mutual Shares MUTHX , Mutual Discovery MDISX, and Vanguard Wellesley Income VWINX. "Their accounts have done amazingly well compared to all the
Fund buys extremely downtrodden securities that can sometimes take time to rise to their intrinsic value . Distinctive asset mix will displease strict asset allocators and Modern Portfolio Theory mavens . Fund's 12b - 1 fee is higher than the more common 0 . 25 % . Performance during the recent
The bear market has highlighted risk at this mutual fund, but it's a good option for the long haul.
equity funds with 20% or more of their portfolio in international equities, including such prominent funds as Mutual Shares MUTHX (which has about 30% of its assets abroad), Fidelity Magellan FMAGX (which has roughly 25% of its assets overseas
fetching attributes. For starters, it's run by an all-star team of bargain-hunters. David Winters of Mutual Shares MUTHX , Bill Nygren of Oakmark Select OAKLX, Bill Miller of Legg Mason Value LMVTX, and Mason Hawkins of Longleaf Partners LLPFX
five-, and 10-year periods ending in January. And the firm also is home to many skilled investors, such as Mutual Shares MUTHX manager David Winters. In short, Morningstar historically has thought well of Franklin, which is reflected in the fact that
of Oakmark Select OAKLX, and David Winters of Mutual Shares MUTHX . Unfortunately for shareholders, all that acumen hasn't ..... of Oakmark Select OAKLX, and David Winters of Mutual Shares MUTHX each invest 25% of assets in undervalued stocks. Core. Investors
published new Analyst Reports this week on the following funds, giving our view of the changes at their helms. Mutual Shares MUTHX Mutual Beacon BEGRX Mutual Qualified MQIFX Mutual European MEURX WM Equity Income CMPBX What s Up Next Week on Morningstar
debt analyst Jeff Altman and European manager Rob Friedman. In addition, Larry Sondike, portfolio manager for the Shares muthx and Beacon TEBIX funds, will be giving up his management duties. Garea's replacement hasn't been named, but analysts