FUND

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. […]

January 7, 2020 Mutual Funds 15 Comments

Biggest Philippine Fund Manager Sees 13% Stock Surge in 2020

Biggest Philippine Fund Manager Sees 13% Stock Surge in 2020 Philippine stocks will see a turnaround in 2020 as faster economic growth and central-bank … A climb to bull territory in July faded as foreigners withdrew money from equity funds despite easing … Continue reading at msn.com Don’t Pay Virtus Zevenbergen Innovative Growth Stock Fund’s […]

November 28, 2019 Mutual Funds 11 Comments

Fund Manager Sticks to Quality India Stocks as Economy Slows

Fund Manager Sticks to Quality India Stocks as Economy Slows “What is doing well and has the potential to keep doing well will be reflected in stock prices,” said Chandresh Nigam, chief executive officer of the fund house, which manages one trillion rupees ($ 14 … Continue reading at msn.com These are the top 10 […]

November 24, 2019 Mutual Funds No Comments

Figuring Out the Dividend Yield of a Mutual Fund Is Harder Than You Think

Figuring Out the Dividend Yield of a Mutual Fund Is Harder Than You Think Calculating a stock’s common dividend yield is straightforward. Calculating the yield on a dividend-stock mutual fund is not. To calculate a stock’s yield, an investor would take a company’s annual … Continue reading at barrons.com Which Financial Mutual Fund to Buy: […]

November 13, 2019 Mutual Funds One Comment

How a $14 Billion Stock Fund Finds Both Growing Dividends and Value

How a Billion Stock Fund Finds Both Growing Dividends and Value The portfolio’s five-year annual return is 11.4%, versus 10.9% for the S&P 500 index. Read more: 5 High-Yield Stocks That Can Keep On Giving The fund hasn’t always outperformed, lagging behind the … Continue reading at barrons.com ‘Fear of missing out’ triggers huge fund […]

November 9, 2019 Mutual Funds 2 Comments

Mutual fund investors’ losses on Puerto Rico bonds not personal injuries – judge

Mutual fund investors’ losses on Puerto Rico bonds not personal injuries – judge The judge overseeing Puerto Rico’s bankruptcy-like restructuring has rejected a bid by two investors to reframe their claims for financial losses as personal injury claims. U.S. District Judge Laura … Continue reading at reuters.com 3 Valued MFS Mutual Funds for Your Portfolio […]

October 22, 2019 Mutual Funds 18 Comments

Thailand’s Biggest Mutual Fund Company Embraces AI

Thailand’s Biggest Mutual Fund Company Embraces AI Source: SCB Asset Management Co. Source: SCB Asset Management Co. SCB Asset Management Co., Thailand’s biggest mutual fund company, will start offering more equity funds using artificial intelligence … Continue reading at bloomberg.com Lipper U.S. Mutual Funds & ETPs Q3 2019 Snapshot Photo Source: REUTERS/Bobby Yip. A photographer […]

August 19, 2019 Mutual Funds No Comments

I-T returns to have pre-filled mutual fund gains information?

I-T returns to have pre-filled mutual fund gains information? NEW DELHI: From next year, you may not have to fret about calculating the capital gains tax liability while filing tax returns. The revenue department is in talks with the Securities and Exchange … Continue reading at timesofindia.indiatimes.com Mutual Funds Common Sense on Mutual Funds: Fully […]

Another advantage that 4x has over stocks is the advantage of trading focus. Instead of having to choose between over 4,000 stocks you can deal with 4 main currency pairs. Any good business person knows that focusing on too many things is a recipe for financial disaster and this can hold equally true in the stock market. A stock trader also must grapple with the time issue doing research on all those potential stocks presents. It is also much easier to become familiar with 4 things as opposed to 4,000 things. Focus is the name of the game and 4x trading makes it much easier to do so.

An immediate annuity is an investment policy usually purchased from an insurance company. Immediate Annuities are sometimes known as Single Premium Immediate Annuities. Immediate annuities are commonly purchased with a lump sum and used as a retirement investment. In an immediate annuity, the investor begins to receive lump sum pay-outs anywhere from immediately to one year from the date of purchase. Generally, payments begin one month after investing in the annuity.

Wherever you look, you will find various rating systems on mutual funds, each of which uses a different approach. All of them are designed to weed through the thousands of funds to get to the best ones. But is there really such a thing? Does a high rating really mean a fund will do better in the future? Many people seem to think so. A recent study showed that Morningstar, North America's most recognized rating system for funds, has a tremendous influence on fund sales. If Morningstar gives a five-star rating, those funds typically enjoy increased sales as a result.