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 »
Exchange traded funds or ETFs are investment vehicles that combine some investment attributes of mutual funds with those of stocks. Like mutual funds, exchange traded funds are a basket of securities generally designed to track an index. The index may be a stock, sector, or bond index. Some exchange traded funds track commodity prices as well. Like stocks,… Read More »
New Mutual Fund Recommendations
The AlphaProfit No-Load, No-Transaction-Fee (NL-NTF) growth model portfolio is up 175% since 2009. In comparison, the model portfolio’s U. S. & foreign stock combination benchmark is up 135%. The NL-NTF model portfolio will be reconstituted with new recommendations of best-of-breed mutual funds on Wednesday, August 21. Learn more about AlphaProfit’s Free and Premium Service investment newsletters.
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DR. SAM SUBRAMANIAN
Sam Subramanian PhD, MBA has credentials that are the envy of most investment advisers. He combines strong quantitative skills with deep financial expertise and insights on inner workings of Wall Street and corporations. His creativity has helped him win 16 U. S. patents.
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