Mutual Fund Investing
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objective insights on markets, sectors, and companies."
Global stock markets appear poised to post lackluster returns in 2015. The Federal Reserve is contemplating raising interest rates for the first time since 2006. Will 2016 be a better year for global stock markets? What types of no-load mutual funds can fare well in 2016? Year 2015 is turning out to be a ho-hum one for stocks.… Read More »
The AlphaProfit Sector Investors’ Newsletter completed 5 years of uninterrupted publication on September 30. On this occasion, we compare the performance of AlphaProfit model portfolios with that of the five largest no-load domestic mutual funds and Fidelity’s five largest domestic funds open to new investors. Through superior sector selection, both AlphaProfit model portfolios have outperformed popular no load… Read More »
Morningstar is now providing Fiduciary grades on mutual funds. How are these grades determined? How can investors benefit from these grades? Mutual funds investors use Morningstar Rating™ as a sign post of mutual fund performance. These ratings have proved to be a valuable tool for objectively comparing the performances of different mutual funds. In 2003, New York Attorney… Read More »
While total and compound annual returns are useful in analyzing mutual fund returns, discerning investors will delve deeper using a variety of metrics to get a more complete picture on mutual fund performance. On December 16, 2005 a leading financial website reports the trailing 1-year and 5-year returns of Fidelity Contrafund (Nasdaq: FCNTX), a no-load mutual fund, as… Read More »
In their quest for the best no load mutual fund, some mutual fund investors tend to select mutual funds based solely on fees and expense ratios. Is this always a good way to select mutual funds? Metrics such as price/earnings ratio and dividend yield on the S&P 500 index, a commonly used proxy for the U.S. stock market,… Read More »
Exchange-traded funds and mutual funds have their advantages and disadvantages. While investors often ponder if they should invest in ETFs or mutual funds, there is no reason to. Investors can use ETFs as well as mutual funds in appropriate ways to benefit from the advantages of both. ETF Advantages Transparency: ETFs usually disclose their holdings each day, making… Read More »
During volatile times like the second half of 2011, a few days can seem like eternity in the stock market. Price changes, that would normally take several months or years to materialize, transpire in just a few days. In such environments, the flexibility to change investments in no load no fee mutual funds without being tethered by rules… Read More »
Low risk mutual funds do not have to be low return mutual funds. This article features four low risk mutual funds capable of delivering decent returns in a slow growth economy. Stock prices declined for six straight weeks from May through June as measures of U. S. manufacturing and services activities painted a picture of slowing economic growth.… Read More »
Indian stocks are among the better performers this year. In what is turning out to be a downbeat year for the U. S. as well as most global markets, Indian stocks as measured by the S&P CNX Nifty 50 Index (CNXN) are up nearly 8% in U. S. dollar terms. India’s lower reliance on exports for growth compared… Read More »
With emerging economies forecasted to grow at a 6.2% annual rate over the next couple of years compared to a 2.6% annual clip for the U. S. economy, increasing number of mutual fund investors are venturing overseas in pursuit of profit opportunities. International mutual funds like American Funds Capital World (RWIGX), Fidelity Diversified International Fund (FDIVX), Harbor International… Read More »
The Fidelity and ETF Core and Focus model portfolios have gained at annualized rates of 14.5% and 17.7%, respectively since 1994. The model portfolios will be repositioned with new mutual fund and ETF recommendations on Tuesday, December 31. Learn more about AlphaProfit's Free and Premium Service investment newsletters.