Mutual Funds

February 17, 2020 Mutual Funds No Comments

Market Regulator May Widen Stock Universe for India Mutual Funds

Market Regulator May Widen Stock Universe for India Mutual Funds India’s markets regulator plans to revise the definition of large- and mid-cap shares for mutual funds, a move that will grant money managers the flexibility to invest in a wider set of stocks. “We … Continue reading at bloomberg.com Euro’s Fate Lies in Who Blinks […]

February 16, 2020 Mutual Funds One Comment

3 Must-Have Northern Mutual Funds for a Solid Portfolio

3 Must-Have Northern Mutual Funds for a Solid Portfolio Below we focus on three top-ranked Northern mutual funds. Each has earned a Zacks Mutual Fund Rank 1 (Strong Buy). Continue reading at finance.yahoo.com Best And Worst Q1 2020: Energy ETFs And Mutual Funds The Energy sector ranks fourth out of the 11 sectors as detailed […]

February 12, 2020 Mutual Funds No Comments

Big Technology Stocks Dominate ESG Funds

February 9, 2020 Mutual Funds No Comments

Best And Worst Q1 2020: Consumer Cyclicals ETFs And Mutual Funds

Best And Worst Q1 2020: Consumer Cyclicals ETFs And Mutual Funds Based on an aggregation of ratings of the 449 stocks in the Consumer Cyclicals sector. XLY is our top-rated Consumer Cyclicals sector ETF and FSRPX is our top-rated Consumer Cyclicals mutual fund. The … Continue reading at seekingalpha.com Mutual Funds Are Still Keeping Secrets […]

February 5, 2020 Mutual Funds No Comments

The Difference Between Hedge Funds and Mutual Funds

The Difference Between Hedge Funds and Mutual Funds You keep hearing about these big hedge funds making big bets on stocks, but you’re only invested in mutual funds. They both pool together money from a group of investors and manage the total chunk of … Continue reading at thestreet.com Mutual Funds Are Still Keeping Secrets […]

February 4, 2020 Mutual Funds No Comments

The Difference Between Hedge Funds and Mutual Funds

February 2, 2020 Mutual Funds No Comments

Tax Advantage: Mutual Funds Vs. ETFs? And The Winner Is…

Tax Advantage: Mutual Funds Vs. ETFs? And The Winner Is… Assuming an ETF and a mutual fund have the same total return, the ETF will grow at a faster pace due to its tax advantage. Continue reading at forbes.com These 10 T. Rowe Price mutual funds beat the S&P 500 in 2019 These T. Rowe […]

January 31, 2020 Mutual Funds No Comments

Which Mutual Fund Types Should You Tap First In Retirement?

Which Mutual Fund Types Should You Tap First In Retirement? Taxable funds, traditional IRAs or Roths? Where and when you make withdrawals for your post-work income has a big impact on your tax bill. Continue reading at forbes.com Kiplinger’s Mutual Fund Rankings Who’s complaining about stock market results for 2019? Not us. Investors in U.S. […]

"When gold peaked-out in the 1970s, interest rates were at an all-time high," Lubaszka says. "Right now we're waiting to feel the effects of the last 9 interest rate increases which generally take 6-9 months to begin impacting the economy. Now's the time to buy gold because when rates go up, downward pressure is exerted on real estate, stocks and bonds and commodities like gold tend to increase. The opposite occurs when rates travel from a high to a low. That's the time to reduce gold assets and increase the paper part of a portfolio."

Micromanagement angels are individuals who have exerted their own efforts in order to become wealthy. Because of their experience, they believe that they know exactly how a business should be managed. Although they are not active participants in management, they can be very visible when the management of the business starts to have problems and is not doing well.

Combining risk and return. For example, one five-star fund might post moderate return scores, but incredibly low risk scores. Another five-star fund might have much higher-risk scores, but its return score could be strong enough to help it still rank in the top 10% of the pack.