The Many Errors Of The "Active Vs. Passive" Debate
Article By:
Lance Roberts
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Tuesday, May 20, 2014 1:20 PM EDT
Since the mid-90's there has been an ongoing debate waged between "passive indexing" and "active management" of portfolios. The primary point of contention is "why pay a manager a fee to actively manage a portfolio when [x%] of managers fail to beat an index fund over [x period]."
How To Avoid The Worst Style Mutual Funds
Article By:
David Trainer
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Thursday, May 15, 2014 4:57 AM EDT
Picking from the multitude of style mutual funds is a daunting task. In any given style there may be as many as 934 different mutual funds, and there are at least 5882 mutual funds across all styles.
Investor Survey Explains Why Investors Remain "Side Lined"
Article By:
Lance Roberts
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Tuesday, May 13, 2014 12:45 PM EDT
Each quarter I run a survey of investor attitudes, allocations and economic expectations to get a sense of actual "investor" behavior. In the financial markets it is easy to become"detached" from reality and assume that "everyone" is acting in a similar manner.
Danger Zone: Rydex Funds
Article By:
David Trainer
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Tuesday, May 13, 2014 7:48 AM EDT
Rydex Funds are in the Danger Zone this week. This fund series, owned by Guggenheim Investments, offers investors poor stock picking and high fees. Rydex’s funds consistently rate at or near the bottom of all sectors and styles.
How To Avoid The Worst Sector Mutual Funds
Article By:
David Trainer
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Thursday, May 8, 2014 5:31 AM EDT
Picking from the multitude of sector mutual funds is a daunting task. In any given sector there may be as many as 213 different mutual funds, and there are at least 607 mutual funds across all sectors.
How To Find The Best Style Mutual Funds
Article By:
David Trainer
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Wednesday, May 7, 2014 10:56 PM EDT
Finding the best mutual funds is an increasingly difficult task in a world with so many to choose from. This guide will help.
Finally A Pause In The Leveraged Loan Market
Article By:
Sober Look
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Wednesday, May 7, 2014 5:34 AM EDT
After several years of frenzied buying, corporate loans have fallen out of favor - somewhat. Fund flows have turned negative,
In this article: HYG
How To Find The Best Sector Mutual Funds
Article By:
David Trainer
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Tuesday, May 6, 2014 11:52 AM EDT
There are at least 213 different Financial mutual funds and at least 601 mutual funds across all sectors. Do investors need that many choices? How different can the mutual funds be?
Danger Zone: Flagstar Bancorp (FBC)
Article By:
David Trainer
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Tuesday, May 6, 2014 5:46 AM EDT
Flagstar Bancorp (FBC: ~$17.50/share) is in the Danger Zone this week. This Midwestern savings and mortgage bank has been consistently unprofitable since the financial crisis, yet accounting distortions allowed the company to report a sizeable profit last year.
Small Cap Value Style: Best & Worst ETFs And Mutual Funds
Article By:
David Trainer
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Tuesday, April 29, 2014 12:05 PM EDT
The Small Cap Value style ranks twelfth 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 15 ETFs and 262 mutual funds in the Small Cap Value style as of April 23, 2014.
Small Cap Growth Style: Best & Worst ETFs And Mutual Funds
Article By:
David Trainer
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Tuesday, April 29, 2014 6:14 AM EDT
The Small Cap Growth style ranks tenth 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 11 ETFs and 455 mutual funds in the Small Cap Growth style as of April 23, 2014.
In this article: AIZ, SLYG, VIOG, WNC, ASCGX, FSGRX, PKSCX, PKSFX, RIVSX, WFSAX, IJT, IWO, JKK, TNA, UKK
Instead Of A Second 'Good Friday' We Got A Bad One
Article By:
Dr. Paul Price
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Friday, April 25, 2014 8:53 PM EDT
All three major averages dropped for the week after a tough closing day.
Only one is still positive YTD.
Mid Cap Growth Style: Best & Worst ETFs And Mutual Funds
Article By:
David Trainer
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Friday, April 25, 2014 1:18 PM EDT
The Mid Cap Growth 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 10 ETFs and 375 mutual funds in the Mid Cap Growth style.
In this article: FNY, IVOG, BMGAX, BMGBX, DFBIX, DFDIX, DFRIX, TAAGX, TEGAX, TWNAX, IJK, IWP, JKH, RFG, VOT, IMIDX, MDYG, CMIDX
Large Cap Value Style: Best And Worst ETFs And Mutual Funds
Article By:
David Trainer
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Friday, April 25, 2014 3:12 AM EDT
The Large Cap Value style ranks second 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 49 ETFs and 854 mutual funds in the Large Cap Value style.
In this article: PXLV, FVDFX, FVDKX, IEQAX, NBHAX, TPYAX, VDIGX, FMGEX, TVEAX, DIA, PFM, PWV, RPV, VIG, MDIVX, SFOAX, DGRW, DIV, SPHD, RDIV
Better Than Berkshire?
Article By:
Dr. Paul Price
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Friday, April 18, 2014 3:29 PM EDT
This little-known stock has been a dynamo for long-term holders. It looks like a great place for new money right now.
Rating Breakdown: Best & Worst ETFs & Mutual Funds By Style
Article By:
David Trainer
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Thursday, April 17, 2014 5:19 PM EDT
This report identifies the best ETFs and mutual funds based on the quality of their holdings and their costs. There are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings.
In this article: ATIIX, DFMVX, EMCAX, FMEIX, FSGRX, GBCAX, GQLOX, HILGX, HSOAX, MBSWX, MISEX, NBEAX, PAGTX, PKSFX, SZCAX, TEGAX, UTPIX, VDIGX, VIIIX, VITPX, VMACX, VSIIX, AMREX, ARIVX, DAFGX, FSMDX, MAIMX, OSFDX, TVVAX, WAMFX, SCHA, SCHG, VBK, VOE, VOT, DDDIX, MLPSX, APHQX, IFPUX, MIGNX, FDSWX, IMIDX, IESM, GSRA, SFOAX, DUSLX, FSIOX, NWHDX