Morningstar.com Mutual Fund Insights
their domestic fundamentals. The resulting higher uncertainty will re-price the bond markets. While bond assets in mutual funds and ETFs have grown, there is less bond inventory at dealers and banks, and that can create risks in stressed situations
actually own the advisor through the mutual funds . As it reaches out to different ..... funds in 2014, but how did their mutual funds do? Let's take it asset class ..... always going to be cheaper than mutual funds . We did a study this year looking
pay this high price because of our salaries but then our income is only going to be distributions plus sales of our mutual funds . When I lowered our annual AGI to $48000, monthly premium went down by half to around $600. When AGI was $60K
separate ETFs and more than a dozen mutual funds . Vanguard’s ten sector funds ..... classes for Vanguard’s sector mutual funds also saw fee cuts, as did a handful of other Vanguard mutual funds ." http://blogs.barrons
Dodge & Cox International and a handful of Primecap-managed funds offer low costs, stable management, as well as a clear and consistent strategy, says Morningstar's director of fund research.
Two thirds of Fidelity's domestic-equity funds have beaten their category averages year to date, but some notable funds, including Contrafund and Low-Priced Stock, have looked more sluggish.
gets even worse? The ability to stay disciplined during volatile markets is one of the best rationales for holding mutual funds rather than overseeing your own basket of securities. Even if you own a simple balanced or target-date fund, part
The CREF VAs [AUM $232.5 billion] don't distinguish themselves on absolute performance or ERs ... T-C mutual funds are rather new. Their entire AUM is about $80 billion." ( AUM = Assets Under Management ) My original numbers came
NEW YORK, Dec 23 (Reuters) - Investors in U.S.-based mutual funds pulled $9.4 billion out of bond funds in the week ended Dec. 17, marking their biggest outflows in 11 weeks, data from the Investment...