Sector Funds

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  1. Our Take on the Third Quarter

    Headlines

    Wed, 1 Oct 2014

    investors need to have modest expectations for future returns. Health (up 6%) was the best-performing open-end sector fund category in the quarter. Technology (up 1%) and energy limited partnerships (up 1%) were the only other gainers

  2. Model Portfolios: What to Overweight, What to Minimize

    Headlines

    Thu, 25 Sep 2014

    not stretch as far into these smaller stocks. Vanguard Energy (VGENX) or Vanguard Energy ETF (VDE) . All of our Sector fund choices represent good choices if one wants to avoid the overvaluation problem in the remaining fund categories (except

  3. Anyone run their own fund of a sector fund ?

    Commentary

    Mon, 25 Aug 2014

    My wife and I have been investing for a few years now and am looking to try our something new. I have owned FBIOX for some time and an considering to sell it and simply buy the top 25 holdings and weigh them out similar to FBIOX. I plan to watch FBIOX for buys/sells and changes in the top 25. Has

  4. If you are to own just 4 funds, what 4 types of funds would they be?

    Commentary

    Tue, 12 Aug 2014

    markets, such as an allocation/balanced fund or certain sector fund , or an income fund. (Or would you rather choose between ..... allocation/balanced fund, 1 international allocation fund 1 sector fund that is less affected by bear markets 1 either income

  5. It's All Relative (Sometimes) When Using Fund Ratings

    Headlines

    Tue, 12 Aug 2014

    little variance will have a lower standard deviation than one that is volatile. For example, the average technology sector fund has a 5-year standard deviation of nearly 18 while for the average intermediate-term bond fund it's just 3. Morningstar

  6. From Barron’s, ETF Handbook, August 4, 2014

    Commentary

    Sat, 2 Aug 2014

    sector mutual funds . In some volatile sectors such as energy, the Fido ETF may be better for trading than the Fido sector fund . Pg S10: You give your money to your financial advisor , and the FA gives it to a manager with a pre-set ETF portfolio

  7. Fund Fees Are Dropping

    Headlines

    Thu, 15 May 2014

    down from 0.70% in 2012. The average investor in foreign equities paid 0.78% versus 0.80%. The typical sector fund investor paid 0.90% versus 0.92%. In 2013, balanced funds dropped 2 basis points to 0.78% for the average

  8. Funds That Buy Like Buffett, 2014

    Headlines

    Thu, 1 May 2014

    managed by Davis (and by Feinberg before his retirement) that would be on this list but is excluded because it's a sector fund . Both of these funds were hit hard in 2007 and 2008 by big financial stock holdings, but these managers have shown

  9. Stock Funds: The Five-Year Rally's Big Winners

    Video Reports

    Sun, 16 Mar 2014

    category among the style box-based categories is doing double-digits--all in excess of 20%. All of the equity sector fund categories are also doing quite well--not quite as well in a broad-based way as the diversified categories, but

    sector fund found at 5:58

    categories is doing double-digits--all in excess of 20%. All of the equity sector fund categories are also doing quite well--not quite as well in a broad-based way as the diversified categories, but 15% and higher, all
  10. Real estate fund focused on REOCs

    Commentary

    Thu, 20 Feb 2014

    Looking for a real estate sector fund that invests exlusively or mostly in Real Estate Operating Companies (REOCs) as opposed to REITs. Any indeas?

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