Sector Funds

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  1. Plans for 2015


    Fri, 19 Dec 2014

    think it might get going again and I might move my transportation to tech in the first quarter. I only have one non- sector fund left. It is also my poorest performer. I will probably use it for my RMD for 2015. I have not decided yet when to

  2. Vanguard Energy


    Sat, 13 Dec 2014

    I am really surprised that nobody has asked any questions about this out of favor sector fund , buy, sell or hold. Disclosure: I do not own this fund nor do I plan to invest in it. But the temptation is powerful.



    Fri, 14 Nov 2014

    should move it all to THOPX or another short term fund with low interest rate sensitivity and more moderate credit risk? I should add that I now also have 5% fixed in a Blackrock workplace 401K multi- sector fund . Thoughts? Alternatives?

  4. Our Take on the Third Quarter


    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

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


    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

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


    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

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


    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

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


    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

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


    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

  10. Fund Fees Are Dropping


    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

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