Category Archives: Mutual Funds

As Worries Ebb, Small Investors Propel the Markets – NYTimes.com

As Worries Ebb, Small Investors Propel the Markets – NYTimes.com. Millions of people all but abandoned the market after the 2008 financial crisis, but now individual investors are pouring more money than they have in years into stock mutual funds. The … Continue reading

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Fund Managers Lift Results With ‘Window-Dressing’ Trades – WSJ.com

Fund Managers Lift Results With ‘Window-Dressing’ Trades – WSJ.com.

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The Intelligent Investor: ETF Costs Dwindle, but Don’t Disappear – WSJ.com

The Intelligent Investor: ETF Costs Dwindle, but Don’t Disappear – WSJ.com. On Sept. 21, Charles Schwab, SCHW +1.41% the discount broker, cranked up its publicity machine to announce it is cutting expenses on its 15 exchange-traded funds, or ETFs, by an average … Continue reading

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Bond Funds Get Aggressive – WSJ.com

Bond Funds Get Aggressive – WSJ.com. How is your bond mutual fund doing? Answering that question isn’t as simple as checking its returns. That is because bond funds increasingly are investing outside of their “benchmarks,” or the indexes against which … Continue reading

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SEC Study: Nobody Knows Anything — Daily Intel

SEC Study: Nobody Knows Anything — Daily Intel.

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For Investors, ‘Average’ Is the New ‘Above Average’ – WSJ.com

For Investors, ‘Average’ Is the New ‘Above Average’ – WSJ.com. The reality is that even though investors such as Messrs. Paulson and Einhorn score high-profile successes, those successes are rarely duplicated or repeated, even by the managers themselves. In fact, … Continue reading

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John Bogle on Index Funds

http://www.nytimes.com/2012/08/12/business/john-bogle-vanguards-founder-is-too-worried-to-rest.html?_r=1&src=me&ref=business

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Trust | Leeds on Finance

Trust | Leeds on Finance. See the paper referenced in the blog post: A tremendous amount of research shows that professional money managers underperform passive investment strategies (i.e., buying an index fund) net of fees.  Two prior studies show that mutual … Continue reading

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Fund Managers Seduced by Facebook – WSJ.com

Fund Managers Seduced by Facebook – WSJ.com. Some of the funds that bought shares wouldn’t normally be considered natural investors in a high-growth technology company like Facebook. For example, some of the demand for Facebook came from funds designed primarily … Continue reading

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Apple Shares Are Too Tempting Not to Bite – WSJ.com

Apple Shares Are Too Tempting Not to Bite – WSJ.com.

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