Has The Morningstar Rating System Become A Costly Prophecy For Mutual Fund Investors?
Article By:
David Trainer
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Friday, September 19, 2014 4:35 PM EDT
Ignoring something new because something old is familiar makes you comfortable. Because you are comfortable that doesn’t mean you are safe. Following the herd can leave you without choice.
In this article: MORN
Mid Cap Value Style
Article By:
David Trainer
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Friday, September 19, 2014 8:00 AM EDT
The Mid Cap Value style ranks ninth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 16 ETFs and 166 mutual funds in the Mid Cap Value style as of July 30, 2014.
5 Best-Rated Real Estate Mutual Funds To Bet On
Article By:
Zacks Investment Research
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Thursday, September 18, 2014 5:11 PM EDT
Even though real estate has been through tough times recently, securities from this sector should continue to be an integral part of portfolios with a long term horizon.
Mid Cap Growth Style
Article By:
David Trainer
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Thursday, September 18, 2014 10:32 AM EDT
The Mid Cap Growth style ranks seventh out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Dangerous rating, which is based on aggregation of ratings of 10 ETFs and 389 mutual funds in the Mid Cap Growth style as of July 29, 2014.
Crude Prices Fall To Intensify Energy Sector Concerns: 3 Funds To Sell
Article By:
Zacks Investment Research
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Wednesday, September 17, 2014 3:06 PM EDT
The energy sector is the only one among the 10 S&P industry groups that is currently in the red for both one and three-month periods. Domestic crude oil production is at its peak since the late '80s.
Book Review: A Random Walk Down Wall Street
Article By:
Bankers Anonymous
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Friday, September 12, 2014 3:07 PM EDT
First published forty years ago, A Random Walk Down Wall Street by Burton G. Malkiel is one of those books – much like Benjamin Graham’s The Intelligent Investor – more referred to than actually read.
All Cap Value Style
Article By:
David Trainer
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Friday, September 12, 2014 10:06 AM EDT
he All Cap Value style ranks fifth out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 0 ETFs and 258 mutual funds in the All Cap Value style as of July 23, 2014.
Bubble Forming In US Middle Market Leveraged Finance
Article By:
Sober Look
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Friday, September 12, 2014 3:15 AM EDT
US middle market leveraged buyout (LBO) transactions are becoming increasingly frothy. According to the latest data from Lincoln International, risk-return fundamentals in the space are worse than they were in 2007.
All Cap Growth Style
Article By:
David Trainer
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Thursday, September 11, 2014 10:14 AM EDT
To identify the best and avoid the worst ETFs and mutual funds within the All Cap Growth sector, investors need a predictive rating based on the stocks ratings of the holdings, the all-in expenses of each ETF and mutual fund, and the fund’s rank compared to all other ETFs and mutual funds.
All Cap Blend Style
Article By:
David Trainer
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Wednesday, September 10, 2014 10:10 AM EDT
The All Cap Blend style ranks third out of the twelve fund styles as detailed in my Style Rankings for ETFs and Mutual Funds report. It gets my Neutral rating, which is based on aggregation of ratings of 48 ETFs and 746 mutual funds in the All Cap Blend style as of July 21, 2014.
The Giffen Good Concept Applied To Investments
Article By:
Bankers Anonymous
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Monday, September 8, 2014 5:41 PM EDT
With ordinary, rational, economic behavior, we expect that when prices go up, people buy less, and when prices go down, people buy more. That's not the case with Giffen Goods which can include Bitcoin, management fees, even the stock market.