stocks

February 12, 2020 Mutual Funds No Comments

Big Technology Stocks Dominate ESG Funds

January 26, 2020 Dividends 3 Comments

3 Energy Dividend Stocks for Your List

January 19, 2020 Mutual Funds 13 Comments

A theory on who’s doing all the buying that’s pushing stocks higher and higher

A theory on who’s doing all the buying that’s pushing stocks higher and higher Given a series of new highs for the S&P 500, the Dow Jones Industrial Average and the Nasdaq, the obvious question is who is doing all this buying? Continue reading at cnbc.com Now, Try Slicing the Stock Market Into Equal Pieces […]

December 11, 2019 Mutual Funds No Comments

Malaysia Top Funds Like Tech Stocks in Asia’s Worst Major Market

Malaysia Top Funds Like Tech Stocks in Asia’s Worst Major Market (Bloomberg) — The funds that won big from Asia’s worst-performing major equity market placed their bets on technology stocks. Eastspring Investments Small Cap Fund scored a 16.8% return in 2019, … Continue reading at finance.yahoo.com Investors Bail on Stock Market Rally, Fleeing Funds at […]

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 14, 2019 Large Cap No Comments

5 Small-Cap Stocks Outpacing the Broader Market in 2019

5 Small-Cap Stocks Outpacing the Broader Market in 2019 These indexes predominantly consist of large-cap stocks. The small-cap-centric Russell 2000 Index is still lagging its large-cap peers. The stock market’s impressive bull run is likely to continue in … Continue reading at finance.yahoo.com Best-Performing Small-Cap Stocks YTD: November 2019 Russell 2000 stocks screened performance metrics […]

November 4, 2019 ETF 13 Comments

Here’s how experts are trading ETFs with stocks at all-time highs

Here’s how experts are trading ETFs with stocks at all-time highs Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Continue reading at msn.com Value Biotech ETFs & Stocks to Buy Now Though low P/E does not indicate the future […]

November 4, 2019 Large Cap One Comment

3 Large-Cap Stocks Rapidly Growing Earnings

3 Large-Cap Stocks Rapidly Growing Earnings ADBE 30-Year Financial Data The intrinsic value of ADBE Peter Lynch Chart of ADBE Thus, my search resulted in the following three rapidly growing earnings per share large caps. This search refers … Continue reading at finance.yahoo.com A look at Vanguard stock funds that are outperforming the market Some […]

Another is the joint and survivor annuity where it pays you during your lifetime, and after your death your beneficiary (usually your spouse) will also be paid during his or her lifetime.

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.

Performance will vary. Fund performance often falls off and risk levels rise during the subsequent three years after a fund is given an initial five-star Morningstar rating, suggests another recent study by Matthew Morey, a professor at Pace University. One reason for this is that after receiving a five-star rating the size of the fund grows dramatically, which then makes the fund unwieldy to manage, he suggests. Since Morey's study was completed, Morningstar also has changed the way it doles out top rankings to make them more precise. One of the biggest problems with all rating systems is that they are not necessarily predictive in nature. This means they're not really set up to tell you whether certain funds will necessarily do better in the future. For the most part, the ratings indicate how much you might have made and how much aggravation you faced in the process.