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Morningstar Updated Its Star Rating System
2012-01-19 13:48:00 One of the earliest articles I wrote about investing in mutual funds was how to understand Morningstar Star Rating system and use it to research mutual funds. It has been a while since that article was written and I haven’t added any new fund to my taxable investment accounts for years, so I haven’t used ...Original Post on www.thesunsfinancialdiary.com Special Promotional OffersScottrade 3 Commission Free TradesChase Sapphire Preferred Card 50,000 Bonus PointsChase Freedom Card $200 BonusCiti ThankYou Premier Card $655 BonusCiti Dividend Select Platinum Card $100 BonusCitibank Checking Account $400 Bonus Promotion Morningstar Updated Its Star Rating System
7 Common Lies Told by Mutual Fund Managers and How to Avoid Them
2011-12-21 18:55:00 Is your mutual fund advisor stringing you along with a lie? Are you getting the facts, or a skillfully staged show full of smoke, mirrors, and misdirection? If you decide to invest in mutual funds, it’s very important to do your research and not blindly follow your advisor’s advice and claims. Here are some of ...7 Common Lies Told by Mutual Fund Managers and How to Avoid Them is a post from the Money Crashers personal finance blog.
By: Money Crashers
Convert to Vanguard Admiral Shares
2010-10-20 15:32:00 Last weekend, I received a letter from Vanguard, informing me that one or more of my Vanguard funds held in IRA account with the company now qualify to be promoted to Admiral Shares. This followed a recent announcement from Vanguard that it has lowered the minimum amount required to qualify for the lower-cost Admiral Shares. ...Original Post on The Sun's Financial Diary Special bonus offersFree 2GB Online StorageScottrade 3 Commission Free TradesChase Freedom MasterCard $100 BonusOptionsHouse New Account Promotions: 90 Days Free Investment Coaching, 90 Days of Two Morningstar Newsletters, or 1-year free subscription to The Wall Street Journal Convert to Vanguard Admiral Shares
Learn To Think Like A Contrarian
2010-10-07 15:20:00 If there?s one thing that the market of the last few years has taught us it?s that there?s very little that?s predictable. You think things are at their worst and suddenly the market shoots up. You think the bull market has returned and then you hear that the economy might be slipping back into recession. ...Original Post on The Sun's Financial Diary Special bonus offersFree 2GB Online StorageScottrade 3 Commission Free TradesChase Freedom MasterCard $100 BonusOptionsHouse New Account Promotions: 90 Days Free Investment Coaching, 90 Days of Two Morningstar Newsletters, or 1-year free subscription to The Wall Street Journal Learn To Think Like A Contrarian
What are Mutual Funds?
2009-12-23 21:28:00 A mutual fund is a proficiently administered kind of shared deal system that pools currency from many depositors and invests it in shares, bonds, short-range capital market instruments, and other securities. The mutual fund will have a finance executive that deals the mutual currency on a normal starting point. The net profits or losses are ...
By: Paisa Investment
Morningstar?s New Mutual Fund Quote Looks Good
2009-08-11 02:44:00 I have mentioned a few time in the past that Morningstar is my primary tool when it comes to mutual fund research because, as far as I can tell, it has the broad coverage or mutual funds with the most comprehensive data of a fund. I even wrote about how to use Morningstar to research ...Original Post on The Sun's Financial Diary Special bonus offers Citi Forward Card 11,000 Bonus ThankYou Points Lending Club $25 Sign Up Bonus TradeKing $50 New Account Bonus in August Morningstar’s New Mutual Fund Quote Looks Good
July 2009 Score Card ? Part II: Investment Portfolio
2009-08-08 04:56:00 I should have done this last month for the mid-year checkup, but didn’t get time to record all the data and I had to delay the update to this month. In the past, I have reviewed our investments, mainly taxable stock and mutual fund investment. The reason I skipped retirement investments before is that some of ...Original Post on The Sun's Financial Diary Special bonus offers Citi Forward Card 11,000 Bonus ThankYou Points Lending Club $25 Sign Up Bonus TradeKing $50 New Account Bonus in August July 2009 Score Card ? Part II: Investment Portfolio
Birla Sun Life Mutual Fund Launches Online SIP Platform
2009-06-18 07:11:00 Birla Sun Life Mutual fund has taken their SIP scheme Online. This would enable users to buy and manage SIP through their site. This launch of Online SIP would create a trend for other financial houses to follow suit. Mutual Fund SIP (Systematic Investment Plan) is a monthly based investment plan through which an investor could invest a fixed sum into mutual funds every month at pre-assigned dates. This hedges the investor from market volatility and derives maximum benefit as the investment is done at regular basis irrespective of market conditions. Investors will be able to make new SIP purchases, renew their SIP on a month-by-month basis and cancel their SIP enrollment online. The service currently supports Citi, ING and Axis bank and may support other banks & payment gateways in future. According to Mr. Anil Kumar, CEO, Birla Sun Life Mutual Fund,“ We have witnessed a 250 per cent jump in the total number of SIPs registered with Birla Sun Life Mutual Fund in the previous...
By: WATblog
Investing in My SEP-IRA Account
2009-04-28 20:37:00 Before the April 15th tax deadline, I opened and funded a SEP-IRA account with Fidelity. The reason I chose Fidelity is that it is also the custodian of my 401(k) and my daughter’s 529 account (I am using the Fidelity UNIQUE plan which is tied to the Fidelity 529 Rewards Card). In addition, I also ...Original Post on The Sun's Financial Diary Special bonus offers Ohio CollegeAdvantage 529 Plan $25 Bonus Lending Club $25 Sign Up Bonus Investing in My SEP-IRA Account
Index Mutual Funds Are Still Not Popular, But
2009-04-23 18:53:00 Are you investing in equity mutual funds? If so, are you using index funds or actively managed funds? I have mentioned a few times in the past that even though I use all index funds in my retirement savings accounts, I have nothing but actively managed funds in taxable accounts. The reason isn’t that I don’t ...Original Post on The Sun's Financial Diary Special bonus offers Ohio CollegeAdvantage 529 Plan $25 Bonus Lending Club $25 Sign Up Bonus Index Mutual Funds Are Still Not Popular, But
Target-Date Funds Aren?t That Safe
2009-04-21 19:54:00 One of the main advantages of target-date funds, or lifecycle funds, is that the asset allocation of these funds is automatically adjusted as the target date approaches, going from aggressive (more stocks, less bonds) in the early stage to conservative (more bonds, less stocks). With target-date funds, investors leave the the job of adjusting and ...Original Post on The Sun's Financial Diary Special bonus offers Ohio CollegeAdvantage 529 Plan $25 Bonus Lending Club $25 Sign Up Bonus Target-Date Funds Aren’t That Safe
Morningstar?s New Chart Tool Is Impressive
2009-04-21 05:33:00 Whenever I need data on mutual funds, whether it’s a fund’s expense ratio, risk measures, or return, I always go to morningstar.com. It has been my trust tool for fund research for year, not only for mutual funds, but for ETFs as well. Then yesterday when I went to Morningstar to get some data for ...Original Post on The Sun's Financial Diary Special bonus offers Ohio CollegeAdvantage 529 Plan $25 Bonus Lending Club $25 Sign Up Bonus Morningstar’s New Chart Tool Is Impressive
Vanguard Launched FTSE All-World ex-US Small-Cap ETF
2009-04-09 17:43:00 Mutual fund giant Vanguard Group launched a new exchanged-traded fund (ETF) last week. The Vanguard FTSE All-World ex-US Small-Cap ETF (VSS), incepted on April 2, tracks the performance of the FTSE Global Small-Cap ex-US Index. According to FTSE, the Global Small-Cap ex-US Index is a freefloat-adjusted, market-capitalization-weighted- index that covers more than 3,300 small-cap stocks ...Original Post on The Sun's Financial Diary Special bonus offers Ohio CollegeAdvantage 529 Plan $25 Bonus Lending Club $25 Sign Up Bonus Vanguard Launched FTSE All-World ex-US Small-Cap ETF
Treasury Extended Money Market Funds Guarantee
2009-04-05 17:48:00 Last September, shortly after The Reserve Primary Fund broke the buck, the Treasury Department introduced a plan to provide temporary guarantee to money market mutual funds. The original plan was to use $50 billion from the Exchange Stabilization Fund to guarantee principal in money market mutual funds, which by design has the NAV of $1, ...Original Post on The Sun's Financial Diary Special bonus offers Ohio CollegeAdvantage 529 Plan $25 Bonus Lending Club $25 Sign Up Bonus Treasury Extended Money Market Funds Guarantee
Are Vanguard Mutual Funds Getting Expensive?
2009-03-30 19:00:00 Early this year, I compared performance of actively managed funds in my portfolio against some Vanguard index funds. In addition to the fund returns in 2008, which are all quite different between the two group of funds (four out ten funds beat Vanguard while the other six lagged), another thing I noticed from the comparison ...Original Post on The Sun's Financial Diary Special bonus offers Ohio CollegeAdvantage 529 Plan $25 Bonus Lending Club $25 Sign Up Bonus Are Vanguard Mutual Funds Getting Expensive?
Load up More Third Avenue Real Estate Value (TAREX)
2009-03-25 16:08:00 One of the two funds in my mutual fund portfolio that I don’t buy regularly is Third Avenue Estate Value Fund (TAREX), though I have owned this fund for years (the other one is Tocqueville Gold (TGLDX), but I bought TGLDX more often). When I first bought TAREX, the initial minimum investment was something like ...Original Post on The Sun's Financial Diary Special bonus offers Ohio CollegeAdvantage 529 Plan $25 Bonus Lending Club $25 Sign Up Bonus Load up More Third Avenue Real Estate Value (TAREX)
You Need to Know Your Mutual Fund
2009-02-10 19:11:00 There are some basic things you should know about mutual funds in general and about the specific fund in which you are about to invest. Mutual funds with a bad track record are dissolved. The fund assets are absorbed by another fund and the fund manager is given a new fund to manage. Also, an average fund manager has limited experience.A mutual fund company does not want to keep a poorly performing fund in its fund family for very long. A poor performer brings down the average performance of its funds. Also, when the financial media makes comparisons between funds in the same fund category, new assets go to the best performer rather than to one near the bottom of the list. For example, if you were looking at the relative performance of 50 large-cap growth funds, and saw that fund ABC returned an average of 19% a year for the last 5 years and that fund XYZ had lost 2% a year over the same period, where would you invest your money? The company that owns XYZ would not be blind to the f...
By: definition bonds
Actively Managed Funds vs. Vanguard Index Funds Update
2009-01-19 20:13:00 Original Post on The Sun's Financial Diary Actively Managed Funds vs. Vanguard Index Funds Update Original Post on The Sun's Financial Diary Actively Managed Funds vs. Vanguard Index Funds Update It has been more than a year since I last ran a comparison between my actively managed funds and low-cost Vanguard index funds. After the huge losses in stock markets last year, I am more interested in seeing how my funds have ...
20 Largest Stock Funds 2008 Performance: Nowhere to Hide
2009-01-09 19:04:00 Original Post on The Sun's Financial Diary 20 Largest Stock Funds 2008 Performance: Nowhere to Hide Original Post on The Sun's Financial Diary 20 Largest Stock Funds 2008 Performance: Nowhere to Hide If you are a stock/mutual fund investor, you probably already felt the pain of putting your money in the stock markets in 2008. I did when I saw the 22% year-over-year decline in our net worth, even with all the new ...
CGM Focus Fund: The Extreme Makeover
2009-01-08 20:53:00 Original Post on The Sun's Financial Diary CGM Focus Fund: The Extreme Makeover Original Post on The Sun's Financial Diary CGM Focus Fund: The Extreme Makeover A couple of days ago when I reviewed our 2008 passive income, I mentioned that CGM Focus Fund (CGMFX), which used to generate a large amount of annual capital gain/dividend in the past, only brought in this year a fraction the dividend it brought ...
Lazy Portfolios Built with ETFs
2008-12-31 16:32:00 Original Post on The Sun's Financial Diary Lazy Portfolios Built with ETFs Original Post on The Sun's Financial Diary Lazy Portfolios Built with ETFs Are you familiar with the idea of Lazy Portfolios? I first read about Lazy Portfolios a few years on MarketWatch and since then have been following them. The idea of Lazy Portfolios is to use low-cost, index mutual funds to build well-diversified portfolios so that you ...
Fidelity to Reopen Contrafund and Low?Priced Stock Fund
2008-12-03 21:05:00 Original Post on The Sun's Financial Diary Fidelity to Reopen Contrafund and Low?Priced Stock Fund Nowadays, you can buy lot of quality stocks such as GE (GE), Alcoa (AA), Microsoft (MSFT), or eBay (EBAY) at very low price after relentless selling on the Wall Street all year long, if you have the stomach for short term volatility. ...
Poll Result: Your Favorite Discount Brokers
2008-07-22 04:40:00 Original Post on The Sun's Financial Diary Poll Result: Your Favorite Discount Brokers Early last month, I ran a poll here at this blog asking readers to name their favorite brokers. The purpose of that poll is to see what we ordinary investors are using when it comes to buy and sell stocks/ETFs and whether our choice ...
ShareBuilder Starts to Offer ING Funds
2008-06-13 21:23:00 Original post on The Sun's Financial Diary ShareBuilder Starts to Offer ING Funds ShareBuilder continues to make changes after being acquired by ING. ShareBuilder today announced that it now allows investors to buy mutual funds through it’s automatic investment plans. ShareBuilder is one of the popular discount brokers which offers investors to buy stocks at dollar amount rather ...
ShareBuilder Starts to Offer ING Funds
2008-06-13 16:23:00 Original post on The Sun’s Financial Diary ShareBuilder Starts to Offer ING Funds ShareBuilder continues to make changes after being acquired by ING. ShareBuilder today announced that it now allows investors to buy mutual funds through it’s automatic investment plans. ShareBuilder is one of the popular discount brokers which offers investors to buy stocks at dollar amount rather ...
Mutual Fund Fallacies - Fund Managers Are Not Best
2008-06-08 18:45:00 http://www.GuaranteeMyMoney.com-. Learn why mutual fund managers CAN’t do their best for you. Hear an insider’s perspective on mutual funds and why they are not all they are cracked up to be. U.R. the Bank pays 8%, 9% or more. Fixed & guaranteed. Full Article
INVEST IN TAURUS LIBRA TAXSHIELD MUTUAL FUND
2008-06-06 16:02:00 By: BHARAT RATNA TAURUS LIBRA TAXSHIELD - GROWTH Scheme Objective Taurus libra tax shield fund aims at providing long term capital appreciation over the life of scheme by investing predominantly in equities. Taurus Libra Tax shield Growth Scheme la10 Vote(s)
By: Market Buzz
INVEST IN TAURUS LIBRA TAXSHIELD MUTUAL FUND
2008-06-06 15:20:00 By: BHARAT RATNA TAURUS LIBRA TAXSHIELD ? GROWTH Scheme Objective Taurus libra tax shield fund aims at providing long term capital appreciation over the life of scheme by investing predominantly in equities. Taurus Libra Tax shield Growth Scheme launched as open ended fund in March 31, 1996. It is a pure Growth scheme and seeks to provide capital growth by investing... Click on the Title to read more...
By: The India Street
How to build Mutual Fund (MF) portfolio? - AaryanWealthCreators
2008-06-05 20:54:00 Source : AaryanWealthCreators First we should choose the fund houses based on the performance in good times as well as bad times over a period of 5-10 year10 Vote(s)
By: Market Buzz
Mutual Fund Screener
2008-05-22 00:00:00 Here's a really interesting tool that Calvert Funds has set up to screen any mutual fund to make sure that it's adhering to socially responsible criteria, such as alcohol, Sudan, tobacco, weapons, workplace safety, etc. It's called "Know What You Own," and it's a fascinating tool to research mutual funds that are under the Socially Responsible Investing category.
UTI Mutual Fund IPO UTI MF IPO
2008-05-21 12:07:00 UTI Mutual Fund UTI MF is looking to launch its IPO again . Though nothing has been confirmed yet we can look forward to IPO Soon addthis_url =... Click on Headline to read full Article..
> NEW MUTUAL FUND PRODUCT WITH INSURANCE OF FINANCILA PLANNING
2008-05-21 10:40:00 DEAR ALL, PLEASE CHECK THE ATTACHMENT AND FOR ANY QUERY FEEL FREE TO MAIL ME MANISH MANTRI AHMEDABAD
REAL ESTATE MUTUAL FUND SCHEMES - Info - Part 1
2008-05-17 10:49:00 *REAL ESTATE MUTUAL FUND SCHEMES* For the benefit of our readers, we have reproduced key extracts from SEBI Mutual Funds Regulations Amendment Act,...
REAL ESTATE MUTUAL FUND SCHEMES - Info - Part 1
2008-05-17 10:46:00 *Valuation of real estates assets and declaration of net asset value* *49F.* 1. The real estate assets held by a real estate...
The latest on the fake mutual fund....
2008-05-15 02:36:00 I realized that I hadn't updated the 'mutual fund' that I was helping my FIL sort out and decided to do a quick recap on that little fiasco as well. Some of you might remember already but I'll recap quickly... My FIL came to visit 2 weeks ago and while he was here mentioned to me that perhaps I could help with something. Oh boy.... Sure enough, it's a doozy but then again it always is with
Still Helping my Fil with everything from that fake mutual fund to cellphon
2008-05-15 02:03:00 Of the many things I'm trying to help my 80 year old FIL with, I've managed to tackle a couple of them and I'm working on a couple more. Tonight I've been working on the cell phone issue. I actually didn't know that my FIL even had a cellphone until he was here visiting two weeks ago. He said something about having his cellphone with him and I said, "What? You have a cell phone? Why didn't
Oakmark, T. Rowe Price Reopen Funds
2008-05-13 16:13:00 Original post on The Sun’s Financial Diary The Oakmark Funds reopened its Global Fund (OAKGX) on May 9, 2008. The fund, which has been closed to new investors since December 2003, invests in both domestic and foreign markets, holding 42.6% of its assets in U.S. stocks and and the rest in developed and emerging economies outside ...
How Mutual Fund Sales Are Compensated In Canada
2008-05-11 07:28:00 In Canada, most mutual funds pay what are known as 'trailers' to firms and advisors. It is a cost that can be embedded in the MER (Management Expense Ratio) of a fund through the 'service fee'. While there are a handful of mutual funds that do not charge a service fee (and resulting trailers), most of them do. (Note that F-Class funds represent versions of mutual funds that have the trailers stripped out of them so that they can be held in special 'fee-based' accounts where the service fees are charged separately.)For the funds that do have service fees, there may be five different versions of the same fund: Front-End Load, Back-End Load, No-Load, the newer Low Load (sometimes referred to as Level Load as well), and finally the F-Class versions. Let's examine the differences by seeing how a representative sample fund can be sold under each option.The Representative Sample FundOur sample fund is a Canadian Equity mutual fund that has a management fee of 1.25% and 'other fees ...
Almighty Dolor
2008-05-10 16:36:00 Hedging the dollar with foreign-currency C.D.?s Your choices include single-currency C.D.?s ? euros, Canadian dollars, British pounds, even Brazilian reais or Indian rupees ? or multicurrency C.D.?s bundling predetermined baskets of denominations. For instance, the Viking Index C.D. is made up of Norwegian, Danish and Swedish currency. Other financial institutions offer ways to, in essence, bet ...
By: 1913 Intel
How Do You Benchmark a 130/30 Mutual Fund?
2008-05-05 00:04:00 Back in December I wrote about a type of mutual fund known as the 130/30 fund which I believe will be coming to Canada in the next few years. In a nutshell a 130/30 mutual fund allows a fund manager to not only go long the stocks he/she thinks will go up, but to also short the stocks that he/she thinks are over-priced. Every dollar invested goes into the long stocks and then the manager will short some stocks (equivalent to 30% of the money invested). When you short a stock (selling a stock you don't own), you still receive the sale proceeds. So now the manager has another 30 cents to play with, which he/she uses to go long more stocks. Hence the name 130/30. You can read my original post from back in December by clicking here.There has been some debate as to the best way to benchmark these funds' performance. Standard and Poor's indicated that they were going to launch coverage of the US 130/30 index by creating a screen for what stocks to be shorted by using the lowest 30 rated...
Wasatch Reopens Two Micro-Cap Funds
2008-05-02 16:46:00 Original post on The Sun’s Financial Diary Micro-cap fund specialist Washtch Advisors today announced that it will temporarily reopen two micro-cap funds, Wasatch International Opportunities Fund (WAIOX) Wasatch Micro Cap Value Fund (WAMVX), to all investors. Unlike other funds that were recently reopened, these two funds seem never available to individual investors because they were both ...
The Benefits of Mutual Fund Investing
2008-04-25 03:04:00 The power of a mutual fund lies in its ability to pool together funds from so many different investors. Imagine a thousand investors each with P5,000 to invest who decide to pool their funds together. That?s already a pool of P5 million! Now imagine that instead of just investing P5,000 each, some investors put in ...
Birla Sun Life MF set the record date for dividend announcement
2008-04-24 06:23:00 Birla Sun Life Mutual Fund (MF) declares to speak out dividend, below the dividend option of Birla Sun Life Quarterly Interval Fund - Series 6.The fund house set Apr. 21, 2008 as the record date for the announcement of dividend. It will announce the entire distributable surplus available on the record date, as dividend. Pursuant to payment of dividend, the NAV will fall to the extent of dividend payout and statutory levy, if applicable. The NAV of the dividend option of the scheme stood at Rs 10.05 per unit, as on Apr. 15, 2008. All unit holders registered on or before the record date will be eligible to get the dividend.
Frequently Ask Questions (FAQs) on Mutual Fund
2008-04-24 03:08:00 What is a mutual fund? A mutual fund is an investment vehicle that pools together the funds of various investors—both individuals and corporations. The pool of funds is managed by a professional fund manager who uses the funds to create a diversified investment portfolio consisting of various investment instruments such as stocks and bonds.
Investing in Mutual Fund
2008-04-23 05:55:00 Money is precious. As they say, it doesn’t grow on trees. But you can make it grow, even in this time of economic hardship. How? Simple. By investing wisely. There are indeed many ways to invest in today’s markets, but none is growing faster in popularity than mutual funds. Although this investment instrument has only been ...
A Few Ways To Find Out The Mutual Fund Performance
2008-04-20 02:30:00 A Few Ways To Find Out The Mutual Fund PerformanceBy: Muna Wa Wanjiru Mutual funds allow people to invest their money in a way that will provide them with future benefits. When you are looking at a mutual fund in which you can invest in you may wish to look at several different ones. The mutual fund performance will help you to see what stocks and bonds work well in the market as compared to others. You can also find more help with this answer in various financial news articles.One such article or guide that you may find to be useful is that of the Morningstar review. The review will have the latest market news which will indicate how a mutual fund performance has gone. You will also need to look at various other factors before you make any type of commitment about a mutual fund that you have seen.These factors are the price you need to pay to buy and sell your stocks and bonds. The type of load that you are signing up for and also the other administrative expenses yo...
Mutual Fund - Mutual Fund Basics You Should Know
2008-04-16 07:00:00 If you are in consideration of investing in the stock market in one way, shape, or form, you probably might have heard the term “mutual fund.” If you are like I was, you probably have no idea as to what the term actually means in terms of financial benefits or even exactly what a mutual ...
By: Resources zone
Mutual Fund - Mutual Fund Pros
2008-04-14 07:00:00 Every investment type has its own share of pros and cons, the same holds true when it comes to mutual funds investing. For a lot of investors this is the only way to go while others are very wary or even contemptuous of those who choose to go the safer waters of mutual funds rather ...
By: Resources zone
Vanguard to Launch Global Stock Index Fund
2008-04-03 02:53:00 Original post on The Sun’s Financial Diary According to a news release, mutual fund giant Vanguard has filed with SEC to offer a new, passive fund that invests in global stock markets. The Vanguard Global Stock Index Fund, which is set to be available for investors in the second quarter this year, tracks the FTSE All-World ...
Top 5 Mutual Fund Dangers And How To Avoid Them
2008-04-03 00:30:00 I just got a brand new 15 minute, 10 second trading video you need to see… - It’s all about why mutual funds could be poisoning your IRA… (and how to supercharge it back to health with a ‘mutual fund killer’) Share This |
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