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Articles about Top Mutual Funds (0-50 of 246)

  • Avoid This Mistake In Your Retirement Account Investing
    By: Stephen Swanson | - After the last 18 months in the stock market, many investors are shell-shocked. They thought they were on track, setting aside money, investing regularly in preparation for retirement.

    Then after the market top in October 2007 the economy contracted, the credit crunch hit, and the market collapsed. As the bull market of the last four years ended, most investors were unprepared for what happened in the last year and a half.

    Worse, most of them took no action to pro ...

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  • Mutual Funds: Money Wise Be Wise
    By: Money Control | - Mutual Funds are a very important financial instrument and a comprehensive portfolio of stock market shares that are built with funds from small and mid level investors whose primary concern is to make a safe investment for the capital. Mutual Funds are usually run by government trusts, banks, and some prominent private financial institutions.

    Mutual funds are of different kind namely growth funds, income funds, balance funds and liquid asset funds. In financial terms, liquid asset ...

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  • An Open-ended Income Scheme - Short Term Income Fund
    By: Ramesh Narayan | - This scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of debt and money market securities. However, there can be no assurance that the income can be generated, regular or otherwise, or the investment objectives of the Scheme will be realized. The Scheme does not provide any assured or guaranteed returns. The minimum redemption amount is Rs.1000, the equivalent Unit value or even the entire account balance, whichever is lower.
    The two plans wi ...

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  • An Open-ended Income Scheme - Regular Return Fund
    By: Ramesh Narayan | - This scheme aims to generate regular income through two avenues. One is through investments in fixed income securities and the other is to generate long term capital appreciation by investing a portion in equity and equity related instruments. There is however, no assurance that the income can be generated, regular or otherwise, or that the investment objectives of the Scheme will be realized. The scheme has two variants known as the Regular Plan and the Eco Plan with a minimum redemption amount ...
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  • A Few Tips For Reducing Debt And Building Wealth
    By: Art Gib | - With the current condition of our nation's economy, you may feel unsure and even afraid of saving and investing of any kind. But you need to know that there are rays of hope shining through the pervasive gloom.

    What you need to remember right now is that some of the greatest names associated with wealth and prosperity in our country took times like these as an opportunity, not an obstacle. You can become one of those names.

    With that being said, it is important fo ...

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  • Consider A Cta Managed Fund For Balanced Asset Allocation
    By: Dwayne Strocen | - You might be wondering what a CTA is. A CTA is a Portfolio Manager for derivative products such as foreign exchange, commodities or futures. If you're familiar with traditional mutual funds or hedge funds, you'll know the investment decisions are made by a specialist in stocks or bonds. These are also called equity and fixed income products.

    An equity fund is managed by an equity Portfolio Manager known as a CFA and a bond fund is managed by a fixed income Portfolio Manager also ...

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  • Mutual Fund Investment- Fastest Money Doubling Process
    By: Money Control | - Millions have already invested in mutual funds and many more wait to invest in this. Mutual fund investment is the tool to double your money within shortest time span possible. You can call it "collective investment scheme", managed and run by professionals. The money gets pooled from the customers and gets invested in the several bonds, stocks and short term money market instruments, along with other securities. A portfolio manager, as it is called, is put to work to aid you in managing your pr ...
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  • Indian Share Market- Right Place To Invest Money
    By: Money Control | - Among all active stock exchanges, Bombay Stock Exchange and National Stock Exchange are the two main stock exchanges in India. Both exchanges play a major role in the growth of economy of the country. BSE is considered as one of the oldest stock exchanges in Asia that is accounted by the index known as Sensex. Nifty index works for NSE. Talking about the Sensex of Indian stock market, it was first used in the year 1986 according to the performance of thirty well-known and best companies. Investo ...
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  • Introduction To Exchange Traded Funds (etfs)
    By: Ranju Kumar | - An Exchange Traded Fund (or ETF for short) trades on stock exchanges just the like any other stock. ETFs are usually linked to a stock, bond or commodity index. The underlying basis for an ETF is that it is backed by assets in the same proportion as the index to which it is linked. This process is known as replicating the index.

    Some stock-index ETFs undertake "representative sampling", in which case the ETF comprises of the key stocks which represent the index. The ETF price ther ...

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  • Mutual Funds Are The Best Investment In The Philippines
    By: Jeffrey Fang | - I have watch a tv show previously aired on the Philippines. Its about the top ten lists on where to wisely invest your money. I can't remember most of them but I will just tell you what is the top 3.

    3rd Place: Invest in Stocks

    The stock market is a high yield and high risk kind of investment that lets ordinary people, with the help of a stock broker to buy stocks or share of a certain company open on the stock market. The idea of the stock market is to buy or sell ...

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  • Elss Secret Of Tax Saving With Mutual Fund Investments.
    By: ryan crown | - As the name suggests ELSS (equity linked savings scheme), invests primarily in equity shares of companies. As per financial regulations, the scheme Fund manager has to invest 80% of the total amount in the equity shares and the remaining 20% per cent can be invested in other instruments like bonds, debentures, government securities and others. When you invest in ELSS your money is locked for a period of three years (minimum). Once you invest in tax saver funds you cannot withdraw the amount for ...
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  • Protecting Your Savings Income Through Bonds
    By: Anjitha Sakthidharan | - Corporate bonds prices and interest rates are closely connected because the former is bound to go up if the latter undergoes any substantial cuts. Hence investing in corporate bonds when interest rates are slashed substantially is a smart move for those who are looking for strong returns on investment.

    At a time when interest rates are touching them bottom corporate bonds are paying a handsome rate of 7% or above before tax. The rate of interest is determined by the profitabili ...

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  • Top Mutual Funds - Things To Look For When Choosing Top Mutual Funds
    By: Victor .P Ephenus | - Anytime people are planning to invest some money, they usually turn to top mutual funds for guidance. The mutual groups have in their portfolio several stock option to consider. With these, the mutual funds groups operate in similar way; the similarity are possible danger their customer faces by investing. To save you down the line a lot of trouble, it would be better to first of all see what the top mutual funds have in their stock options.

    These top mutual funds are the ones th ...

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  • What Are Hedge Funds?
    By: Nicholas Swezey | - Hedge funds are similar to mutual funds but with several important differences. First, hedge funds are private funds that are typically only open to wealthy, experienced investors. Second, these funds generally take on higher risk using a variety of strategies with the goal of gaining a higher return than mutual funds. Third, hedge funds are not regulated by the U.S. government, giving them more flexibility but less transparency to the public.

    Hedging Definition
    The word ...

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  • Does Your Investment Portfolio Suffer From Ursaphobia?
    By: Andy LaPointe | - The Dow Jones Industrial Average lost 20% of its value the week of October 5, 2008. After looking at the damage done during this incredible week in stock market history, many novice and experienced investors began suffering from ursaphobia.

    Ursaphobia is not something that has been truly felt by investors since the great bear market of 1973-1974 or the stock market crash of 1929, but urasphobia is back. So what is ursaphobia? The term ursa is Latin for bear. The definition ...

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  • Social Web Results
  • Mutual fund flows favor fixed income - Fundmastery Blog - MarketWatch Shared By: twitting4money - Investors are again pouring money into mutual funds, but fixed income or bond funds are drawing the most assets as this piece from Morningstar...

  • NSE to launch MF platform tomorrow, fund houses keen to join- Indices-Markets Shared By: IndiaNews247 - NEW DELHI: The country's top mutual fund houses, including UTI Mutual Fund, are keen to join National Stock Exchange's new mutual fund service system...

  • The Money Quest: How to Choose the Best Equity Mutual Fund Shared By: Ur_WebInfoNews - Mutual Funds’): Which is the best equity mutual fund? In fact, every mutual fund investor is faced with this burning question: How to choose the best...

  • Startups play matchmaker to challenge mutual funds (Newsday) Shared By: betfairbets - Startups play matchmaker to challenge mutual funds (Newsday) Upstart mutual fund challengers play matchmaker, connecting small investors with experts...

  • State Farm Insurance Shared By: CarlosCasteneda - Divisions Insurance ; mutual funds ; State Farm Bank Subsidiaries see Companies below State Farm Insurance "Fire Building" in downtown Bloomington,...

  • Stockbaat -- Talk about stocks and earn more! Shared By: stockbaat - NSE to launch MF platform tomorrow, fund houses keen to join: The country's top mutual fund houses, including UTI Mutual Fund, are keen to join...

  • The Indian Investor's Blog: UTI First on Mutual Fund Platform Shared By: deepakshenoy - Those who do not have demat accounts will have to apply to their respective mutual funds for generation of a personal identification number (PIN), a...

  • A look at startup firms challening mutual funds Shared By: startuphub - Covestor Investment Management and kaChing are online ventures that seek to challenge traditional mutual funds. Borrowing ideas from social networking,...

  • Ruane Cunniff Top Holdings: Berkshire Hathaway, IDEXX Laboratories, The TJX Companies, Fastenal Company, Martin Marietta... Shared By: Wanting2Succeed - The fund has routinely outperformed the S&P 500 index and has been one of the top performing mutual funds. In the 38 years in which Sequoia has been...

  • Do It Yourself Investing Shared By: Paid2Advertise - Pay ten stock pickers 1.3% of your assets a year, the average for equity mutual funds, and over the long haul you're likely to lag the market by a...


  • Balanced Mutual Funds
    By: Guru at 2 | - Investors who need quick returns and at the same time need safety from market fluctuations should consider investing in balanced mutual funds. It removes the disadvantages and difficulties that lies in investing in stocks and bonds and invests in a portfolio of bonds and stocks depending upon the investors risk profile. Hence returns as well as income can be achieved at the same time by investing in balanced mutual funds.
    What is a balanced mutual fund?
    A Balanced fu ...

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  • Etfs: A Guide To Exchange-traded Funds - Bharatbook.com
    By: bharat book bureau | - The research report ETFs: A Guide To Exchange-Traded Funds (http://www.bharatbook.com/detail.asp?id=25937) provides the..

    This guide offers all the top research on a significant investment product which is gaining popularity. ETFs are one of the most talked about new financial instruments for both institutional and retail investors. ETF's are particularly unique since they are highly liquid, the underlying stocks are visible, and they can offer diversified international e ...

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  • Mutual Fund Offer Document. 10 Most Important Point To Look In An Offer Document.
    By: Dipendra | - Mutual fund offer documents and Mutual Fund fact sheet .

    The Mutual Fund offer document and the fact sheet carry certain information that can give a great deal of detail about the fund, its past performance in terms of returns. Most of the fact sheet or offer documents published by the Asset management companies are of similar standard and the data provided by the AMC in these fact sheets are of importance to the investors. The investor should know what to look at in these fact sh ...

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  • Gear Up Your Tax Planning With Mutual Funds. Smart Tax Saving Tips And Recommendations - 2008
    By: Dipendra | - Tax planning has changed radically over a period of time. Since its time for filling income tax returns for 2007-2008 as the end date (31st march' 08) is approaching. As a tax payer you need to understand the best way through which you can make use of the exemptions provided by the government. Earlier people had limited choice of tax saving instruments to be used for the purpose of tax planning. But now with the ELSS (Equity Linked Saving Schemes) launched by most of the mutual fund compani ...
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  • A Euro, A Yen, A Buck Or A Pound-currency Fluctuation Explained
    By: Bill Byrnes | - Or a Yuan. (My apologies to all you Cabaret fans.) As a mutual fund or ETF investor you need to be aware of the currency risks you're taking when investing internationally. Is your fund hedged against the dollar or not? Do you want your fund to be hedged or not? What difference does it make to you? Let's start with the last question first.

    Currencies do fluctuate in value, except for the Yuan. Its exchange rate is fixed by the Chinese government, but even the Chinese are re ...

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  • Making Exchange Traded Funds (etfs) Work For You
    By: Bill Byrnes | - Exchange traded funds are index funds which have advantages over open-end index mutual funds. ETFs trade all day long on the stock exchanges, may be purchased through any broker, have lower fund expenses than mutual funds, and have less likelihood of generating unwanted taxable gains than mutual funds.

    There are a number of reasons, which we'll discuss, for investing in index funds (Exchange Traded Funds or mutual funds) but let's start with the fact that the S&P 500 index beat ...

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  • The Abcs Of Exchange Traded Funds
    By: Bill Byrnes | - Every investor should consider Exchange Traded Funds (ETFs). The younger brother of open-end index mutual funds is growing up fast and showing greater versatility. ETFs are open-end index mutual funds that trade like stocks (and closed-end mutual funds).

    There are three legal structures of ETFs: Open-end mutual fund (the difference between the ETF structure and an open-end mutual fund is the ETF is exchange traded, whereas the traditional mutual fund is purchased and redeeme ...

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  • Investing In Energy Funds
    By: Bill Byrnes | - It's hard to believe with oil approaching $100 per barrel, but the U.S. will consume over 1 billion (that's 1,000,000,000) more gallons of gasoline in 2007 than in 2006.

    As a certain President once said, we are energy junkies. We keep craving more regardless of the price. Ask yourself this: Are you plugging more stuff into the wall each year? That requires even more oil, natural gas or coal.

    China, India and the other new economies also consume more energy ...

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  • Stop Trading Individual Shares If You're Not Beating The Market
    By: James Woolley | - Every share investor enjoys hunting out profitable companies they can invest in, and hopefully finding a potential ten-bagger that will make them rich, but there comes a time when you have to analyze your portfolio and make harsh decisions if you're not beating the overall market.

    After all what is the point in spending hours and hours researching different companies if the end result is that you are underperforming the overall market. You may as well just invest in a tracker fund ...

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  • Indexing For Passive Aggressive Investors
    By: Bill Byrnes | - Let's dispel the notion once and for all that index funds are only for passive investors. Sure, the original index funds tracked the S&P and were meant for investors who either believed you couldn't beat the market or didn't want to try.

    Since their beginning, index funds have expanded their breath. You can find a fund which tracks any of the major indices and most industry sectors, such as health care and technology. The first cousin of index funds, Exchange Traded Funds (ETF ...

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  • Recession Investing And The Housing Market
    By: Bill Byrnes | - Why could the U.S. be heading into a recession? The most likely reason is the housing market- a multi-faceted subject. There's the new home building sector.

    It's important because it employs so many people, not just in construction but, by extension, in the industries that supply materials to the homebuilders - lumber, concrete, appliances, and even retailers like Home Depot.

    Think about all the "stuff" that goes into a home and how much you buy when you move. ...

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  • International Investing In The Age Of Turbulence
    By: Bill Byrnes | - Alan Greenspan writes extensively about the global economy in The Age of Turbulence. He believes there are common dominators to economic success.

    One is a cultural desire for growth, which includes government integrity, the acceptance of a certain amount of income inequality, incentives to take risk and the willingness to let market forces determine supply and demand. Markets are the antithesis of government decision making.

    The fall of Russian communism showe ...

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  • Sector Funds: More Than Meets The Eye
    By: Bill Byrnes | - Believe that a part of the economy will be particularly strong or a part of the stock market is undervalued?

    Sector mutual funds are one way of investing in market niches. Sector funds enable you to pinpoint your investments in areas such as health care, biotech, and technology (or financials, after the Fed rate cut).

    ETFs are another, but have some additional risks. The common cautionary note about sector funds is they're just that: an investment concentrated in ...

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  • Ai: Alpha And Index Funds
    By: Bill Byrnes | - A current theme among Wall Street wealth managers is for individual investors to have index funds as their core holdings and to focus the remainder of their assets in high alpha investments, which will produce returns not correlated with the market.

    A quick digression for those of you who aren't familiar with alpha and beta. In traditional finance, return not correlated with a broad market index, such as the S& P 500, is referred to as alpha.

    The return which i ...

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  • Prospering With Mutual Funds: How Anyone Can Afford"' An Investment Advisor
    By: Ulli G.Niemann | - Recently I was invited to appear on a live CNNfn television show to discuss my article How to evaluate Load vs. No Load Mutual Funds. (You can read that article on my website http://www.successful-investment.com/articles21.htm)

    As the producer and I were working out the logistics of my appearance, she mentioned in passing that most people can't afford an investment advisor.

    While that wasn't the time or place for me to discuss this, I realize ...

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  • No Load Mutual Funds Or Exchange Traded Funds (etfs)?
    By: Ulli G.Niemann | - If you are fed up with early redemption charges and ever increasing mutual fund management fees on top of bad-performing fund managers, read on. There is a quiet revolution going on in the no-load mutual fund industry and you, the individual investor, may benefit from it greatly.

    I am referring to Exchange Traded Funds (ETFs), which have been around for years, but have grown tremendously since their inception. There are currently over 100 choices with around $10 billion in assets. ...

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  • Best Mutual Funds: Which Mutual Funds Are The Best For You?
    By: Michael A. Weiss, CFA | - Even the Best Mutual Funds Are Not Appropriate for Every Investor.

    People often ask the question, which are the best mutual funds? This is almost an impossible question to answer without knowledge of important information such as a person's time horizon, risk tolerance, preferences, tax situation and other financial circumstances.

    The Best Mutual Funds Should Be Consistent with Your Risk Tolerance

    The most important factor to consider when provid ...

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  • Gut Check Time-how To Invest And Not Lose Sleep
    By: Bill Byrnes | - The recent events in the stock and bond markets drew everyone's attention. No doubt you took a look at your investments and, perhaps, worried about one or two. Maybe, you made some changes to your portfolio. Let's take a look at your experience and see if there are some lessons to be learned.

    Did you lose sleep, literally or figuratively, over any of your investments? This is the gut check measure of risk tolerance, not quantifiable, but accurate nonetheless. Investing is no ...

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  • Mutual Fund Investing: Etfs And Index Funds Versus Actively Managed Mutual Funds
    By: Michael A. Weiss, CFA | - Mutual Fund Asset Allocators: ETFs and Index Funds

    There are two distinct schools of thought when it comes to investing in mutual funds. One group, which I will call, Asset Allocators, utilizes what is commonly referred to as a top-down mutual fund investment approach. The top-down approach emphasizes the big picture by first examining the economy and condition of the broad financial markets and then evaluating individual mutual funds based on standard financial measures of ...

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  • Top Mutual Funds: Building No Load Mutual Fund Portfolios
    By: Michael A. Weiss, CFA | - Building a mutual fund portfolio requires a well thought out investment strategy that can prove rewarding over a long period of time. If you act as your own investment advisor, you will most likely implement a strategy that focuses on no load mutual funds. No load mutual fund investors normally either invest in the best mutual funds from one fund family, sometimes with the help of a mutual fund newsletter, or invest in the top mutual funds from several fund families. The rationale for implementi ...
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  • Best No Load Mutual Funds: Learn Why Mutual Fund Research Matters!
    By: Michael A. Weiss, CFA | - Finding the best no load mutual funds is no easy task because today's top funds often become tomorrow's worst performing funds and vice versa. As the saying goes, the faster they go up, the faster they come down. The temptation for the average person to invest in this year's best performing funds is almost overwhelming. Unfortunately, investors all too often focus solely on historical performance without considering how the fund achieved the superior results or whether t ...
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  • Yielding To Real Estate Investment Trusts (reits)
    By: Bill Byrnes | - Income is hard to come by these days. Treasuries are yielding less than 5%. The bond market is in disarray, credit spreads are widening (meaning the price of existing bonds is declining) and there are serious liquidity issues (which also impact value).

    Have you considered Real Estate mutual funds? Many have current yields in the 5-8% range (primarily REIT-Real Estate Investment Trust-funds). Now, let's be clear on this. These are equity funds and equity funds carry greater ...

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  • Which Hedge Funds
    By: Ken Charnly | - In years past hedge funds were primarily reserved for sophisticated and wealthy investors. Hedge funds are similar to mutual funds because they are both pooled investment strategies that collect money from a group of investors that then invest that money collectively. Hedge funds do not have to register with the SEC because they only take investments from private parties, and the money collected is not invested in publicly offered securities.

    To take advantage of hedge funds, fi ...

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  • How Stocks Get Some Market Manipulation
    By: wallmann | - How many times have you placed an order to buy a stock and immediately sat and watched as the darned thing falls apart in front of you?! A few we'd bet because it has happened to all of us at one point or another. The real difference is what you do about it.

    Unless you are so rich that losing money doesn't hurt you, we would venture a guess and say that you generally do a little homework before you place your hard earned money in a stock. Well, if you have taken a recommendation, ...

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  • Investment Advice Why You Should Start Investing In Exchange Traded Funds Today
    By: Joel Teo | - Exchange Traded Funds (ETFs) are the rage today with many investors flocking to purchase them as opposed to the usual mutual funds. ETFs work in this way. The fund manager decides that he wants to mimick the returns of the NASDAQ so he just buys all the stocks that make up the index and then he sells shares in this fund to investors. This means that you have effectively diversified your risk when compared to another investor who buys and individual share. There are three related reasons why ther ...
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  • How Do I Find The Top Mutual Funds?
    By: Robert Z. Martinder | - Copyright 2006 Market Signal Systems LLC

    All investors are looking to find the top mutual funds for investing their money. We all want to know where our money will grow the fastest and be the safest. But sometimes it can seem overwhelming to sort through all the options available to sort out which are really the top mutual funds for us.

    The first step in sorting out the top mutual funds and determining the best place to put your money is to identify your investment ...

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  • Why You Should Avoid Load Mutual Funds (part 2)
    By: Michael Saville | - Copyright 2006 Michael Saville

    Paying a load is akin to throwing away most or all of the supposed advantage you get from having a salesman choose a fund for you. If it's true that asset allocation accounts for 95 percent of investment results over long periods of time, then only 5 percent is left over as a reward for having the "right" fund and the "right" manager. But even if a salesman could help you pick that "right" fund, paying him a commission of 5 percent wipes out the bene ...

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  • Retirement And The Roth Ira
    By: Ronald Hudkins | - Copyright 2006 Ronald Hudkins

    An IRA is an IRA is an IRA, unless its a Roth IRA. Roth IRAs, which burst upon the investment scene not so long ago, offers some attractive departures from traditional IRAs, especially if its being used as a retirement planning tool.

    The Roth is the same as a traditional IRA in that it is not an investment in and of itself, but a vehicle to investing in other instruments such as stocks, bonds, bank certificates of deposit, mutual ...

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