Mutual Fund Monday – Blogosphere Feb 2010 Edition.

It’s Mutual Fund Monday again, and I thought that I’d do something a little different this week. Rather than focus on a single fund or concept about funds, I’m focusing on a topic and sharing some of the interesting posts I’ve found on other blogs recently about that topic. The topic: ETFs.

ETFs, or exchange [...]

Mutual Fund Monday – Tips For Mutual Fund Investment.

With thousands of mutual funds to choose from, picking the “right one” can be a daunting task. Most investors know not to fall for a short term hot streak – one or two years isn’t a long enough track record to show superior skill of the management team over sheer luck – but where should [...]

Mutual Fund Monday – How to Compare Funds.

The Mutual Fund Monday post this week is a highlight of a recent post from Kyle over at Amateur Asset Allocator .

Millions of Americans own mutual funds in their 401(k) plans, and many others own them in their IRA’s or even in a taxable, non-retirement account. But many people don’t have any idea of how [...]

Mutual Fund Monday: Morningstar Announces their Choice for Fund Managers of the Decade.

These managers were chosen by Morningstar as the best of the decade because the “deftly steered investors through good times and bad“.

That’s saying something. Investing in the ’80’s and 90’s was pretty clear cut, but the 1st decade of the 21st century was anything but easy.

As with the best Fund Managers of 2009 award, the [...]

Mutual Fund Monday: PIMCO Launching New Global Fund.

According to a recent Edgar filing , PIMCO will soon be launching a new fund: PIMCO Global Opportunities Fund .

It’s going to be a global value fund of common and preferred stock. The fund will target equities in one of 3 countries, one of which may be the U.S..

Criteria used for determining whether a stock [...]

Mutual Fund Monday – What 2009 Trends Mean for 2010.

Many investors take the change in calendar year as an opportunity to assess their portfolios and the future, and hopefully get their portfolios aligned with the future direction of the stock market. One way in which to do this is to look back on the year that’s passed and see what worked and what didn’t, [...]

Mutual Fund Monday: Morningstar Nominees for Fund Managers of the Year.

Morningstar has released it’s finalists for Funds Managers of the Year. Here are the highlights.

Fixed-Income Manager of the Year

Phil Condon and Rebecca Flinn, DWS Strategic High Yield Tax Free (SHYTX)
Farnham, Kane, Landmann, Nucci*, Metropolitan West High Yield Bond (MWHYX)
Dan Fuss, Kathleen Gaffney, Matthew Eagan, Elaine Stokes*, Loomis Sayles Bond (LSBRX)
Jeffrey Gundlach and Philip Barach*, [...]

Mutual Fund Monday – 5 Things To Watch When Choosing A Fund.

Picking a mutual fund can be a daunting task, but here are 5 things to look for that I hope will help make the process a little easier. This is part of my weekly Mutual Fund Monday post feature. If you find this interesting or helpful, please read more.

1. Fees.

Over the entire time you own [...]

Mutual Fund Monday: The Biggest Lies Mutual Fund Companies Tell.

Chuck Jaffe at MarketWatch has a great piece that I thought I’d share for my (semi) weekly Mutual Fund Monday post this week.

His article lists 7 ways that fund companies manipulate their stats to trick investors. It’s all quite legal, since much of it depends on your the viewpoint and perspective applied to the facts [...]

Mutual Fund Monday.

I’m down with the flu this week, which means I’m taking it easy – but not too easy. I’m catching up on some reading and found some nuggets of knowledge regarding mutual funds that you may not already know about and you may enjoy reading. So, without further ado (because I need to get to [...]