Category Archives: Mutual Funds

Beyond Mutual-Fund Star Ratings – WSJ.com

Beyond Mutual-Fund Star Ratings – WSJ.com.

Posted in Mutual Funds | Comments Off on Beyond Mutual-Fund Star Ratings – WSJ.com

UBS Rightly Puts ETFs in Spotlight – WSJ.com

UBS Rightly Puts ETFs in Spotlight – WSJ.com.

Posted in ETFs, Mutual Funds | Comments Off on UBS Rightly Puts ETFs in Spotlight – WSJ.com

SEC Looks Into Effect of ETFs – WSJ.com

SEC Looks Into Effect of ETFs – WSJ.com. ETFs, which typically track market indexes, trade on exchanges like stocks. Exchange-traded funds have surged in popularity and now generate 35% to 40% of exchange trading volume, according to Morningstar Inc. Such … Continue reading

Posted in Exchanges and Trading, Mutual Funds | Comments Off on SEC Looks Into Effect of ETFs – WSJ.com

John C. Bogle: How the Index Fund Was Born – WSJ.com

John C. Bogle: How the Index Fund Was Born – WSJ.com. The idea that passive equity management could outpace active management—then the mutual fund industry’s universal strategy—was derogated and ridiculed. The fund, now called the Vanguard 500 Index Fund, was … Continue reading

Posted in Mutual Funds | Comments Off on John C. Bogle: How the Index Fund Was Born – WSJ.com

Why Bond Funds Aren’t Worth Their Fat Fees – WSJ.com

Why Bond Funds Aren’t Worth Their Fat Fees – WSJ.com. Bill Gross numbers.

Posted in Bonds, Mutual Funds | Comments Off on Why Bond Funds Aren’t Worth Their Fat Fees – WSJ.com

Stock Mutual Fund Cash Levels Drop To New All Time Record Low | ZeroHedge

Stock Mutual Fund Cash Levels Drop To New All Time Record Low | ZeroHedge.

Posted in Mutual Funds | Comments Off on Stock Mutual Fund Cash Levels Drop To New All Time Record Low | ZeroHedge

Shedding Light on Excessive 401(k) Fees – NYTimes.com

Shedding Light on Excessive 401(k) Fees – NYTimes.com.

Posted in Mutual Funds | Comments Off on Shedding Light on Excessive 401(k) Fees – NYTimes.com

Macro Analysis Winning over Bottoms-Up

Macro Forces in Market Confound Stock Pickers More and more investors aren't bothering to pore through corporate reports searching for gems and duds, but are trading big buckets of stocks, bonds and commodities based mainly on macro concerns. As a … Continue reading

Posted in Correlations, Exchanges and Trading, Market Forecasts, Mutual Funds, Stock Trak | Comments Off on Macro Analysis Winning over Bottoms-Up

John Bogle on Mutual Funds: Cheaper is Better

WSJ Article "In every asset class (U.S. stock funds, international stock funds, balanced funds, taxable bonds, and municipal bonds) over every time period," Morningstar wrote, "the cheapest quintile produced higher net returns than the most expensive quintile." Among domestic equity … Continue reading

Posted in Mutual Funds | Comments Off on John Bogle on Mutual Funds: Cheaper is Better

The Hidden Costs of Mutual Funds

Download 2010-3-1 Mutual Fund Trading Costs Go Unreported – WSJ.com In selecting mutual funds, most investors know to check the expense ratio, the standard measure of how costly a fund is to own. U.S.-stock funds pay an average of 1.31% … Continue reading

Posted in Mutual Funds | Comments Off on The Hidden Costs of Mutual Funds