Tag Archives: fund

New Fund Ratings Could Earn Gold Star

NEW YORK (TheStreet) — For decades, Morningstar’s ratings have been a powerful force in the mutual fund industry. Funds that win a top five-star rating tend to attract assets, while most funds that receive a lowly one star soon go out of business.

Fund companies with high grades are quick to mention them in advertisements. But academic studies have shown that the ratings don’t necessarily provide reliable guidance. All too often, funds that won top grades have gone on to deliver mediocre results.

Now, Morningstar has developed a new ranking system that will rate recommended funds as gold, silver or bronze. Should you ignore the new system? Not necessarily. There are good reasons to think that the latest approach could be a helpful predictor of future performance.

Old vs. New

Why Fund Costs Are Falling

NEW YORK (TheStreet) — Fund investors have been dumping expensive mutual funds and gravitating toward low-cost choices.

According to a recent study by the Investment Company Institute, expense ratios for the average investor in equity funds dropped from 1.0% in 2003 to 0.79% last year.

Part of the decline can be attributed to the fact that shareholders have become savvier about shopping for bargains.




Mutual Funds

Trade Like a Hedge Fund: 20 Successful Uncorrelated Strategies and Techniques to Winning Profits (Wiley Trading)

Trade Like a Hedge Fund: 20 Successful Uncorrelated Strategies and Techniques to Winning Profits (Wiley Trading)

Trade Like a Hedge Fund: 20 Successful Uncorrelated Strategies and Techniques to Winning Profits (Wiley Trading)

Learn the successful strategies behind hedge fund investingHedge funds and hedge fund trading strategies have long been popular in the financial community because of their flexibility, aggressiveness, and creativity. Trade Like a Hedge Fund capitalizes on this phenomenon and builds on it by bringing fresh and practical ideas to the trading table. This book shares 20 uncorrelated trading strategies and techniques that will enable readers to trade and invest like never before. With detailed exampl

List Price: $ 70.00

China Mulls New Rules for State Pension Fund Investments

China is considering rules to standardise when and how state pension funds can be invested in the country’s stock and bond markets, state media reported on Thursday, opening the door for the markets to receive a major infusion of new assets.
NYT > Retirement

Inside the House of Money, Revised and Updated: Top Hedge Fund Traders on Profiting in the Global Markets

Inside the House of Money, Revised and Updated: Top Hedge Fund Traders on Profiting in the Global Markets

Inside the House of Money, Revised and Updated: Top Hedge Fund Traders on Profiting in the Global Markets

This updated paperback edition of Inside the House of Money lifts the veil on the typically opaque world of hedge funds offering a rare glimpse at how today’s highest paid money managers approach their craft. Now with new commentary, author, Steve Drobny takes you even further into the hedge fund industry. He demystifies how these star traders make billions for their well-heeled investors, revealing their theories, strategies and approaches to markets. Whereas some still maintain that rationalit

List Price: $ 16.95

Mutual fund seeks to regain its glory

The nine-manager team that runs this blue-chip-oriented portfolio has never been afraid to go against the crowd in its quest for bargain stocks.
Personal finance advice, ideas – Money Magazine

Google Offers, Banana Republic Join Starbucks’ Job Creation Fund: Hot Trends

A look at the day’s most searched trends on the Web, including Starbucks’ first partners for its job creation fund.




TheStreet.com

10 Dividend Stocks Held by Highly Rated Fund Managers (Update 1)

Pharma and health-care companies dominate the list.

Click to view a price quote on GSK.

Click to research the Drugs industry.




Top Read Stories

Equity Fund Definition for Beginners

A reader wanted a good equity fund definition because they were trying to find alternatives to the mutual funds they already owned.  The short answer, of course, is that an equity fund is defined as a mutual fund that invests solely in equities such as common stock, rather than bonds, gold, or other assets.  In fact, the odds are that if you are reading this and you prefer mutual funds, most of your money is invested in equity funds, even if that isn’t what you call them.

Equity Fund Definition for Beginners originally appeared on About.com Investing for Beginners on Sunday, March 25th, 2012 at 00:22:28.

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About Investing for Beginners

The House that Bogle Built: How John Bogle and Vanguard Reinvented the Mutual Fund Industry

The House that Bogle Built: How John Bogle and Vanguard Reinvented the Mutual Fund Industry

The House that Bogle Built: How John Bogle and Vanguard Reinvented the Mutual Fund Industry

  • ISBN13: 9780071749060
  • Condition: New
  • Notes: BRAND NEW FROM PUBLISHER! 100% Satisfaction Guarantee. Tracking provided on most orders. Buy with Confidence! Millions of books sold!

“One of the best financial books of 2011.”
National Post John Bogle’s journey from financial-industry pioneer to one of its toughest critics Arguably the greatest shareholder advocate in the history of Wall Steet, John Bogle not only created the first index mutual fund but has become the primary voice for change in an industry plagued by excess and complacency. Bogle stumbled upon mutual funds by accident in 1949 as a college student at Princeton. In his junior year, h