MUTUAL FUNDS

Understanding Your Mutual Funds’ Portfolios – Yahoo Finance

For a long time, it seemed that the Fairholme Fund was infallible. From 2002 through 2010, veteran manager Bruce Berkowitz beat the S&P 500 every year except for one. In four of those years, the fund outpaced the index by … Continue reading

Stern Advice: GNMA funds have a following despite low rates – Reuters

That would be a good question to ask investors who have thrown $6.9 billion into Government National Mortgage Association (GNMA)-backed mutual funds in the year ending June 30, according to figures from Lipper, a Thomson Reuters company.

Money Funds Seen Failing in Crisis as SEC Bows to Lobby – Businessweek

The 10 biggest money-fund managers and the Investment Company Institute trade group reported combined lobbying spending of $16 million in the first half of 2012 and $31.6 million last year in disclosures that reference money-market mutual funds …

Understanding Your Mutual Funds’ Portfolios – US News and World Report

For a long time, it seemed that the Fairholme Fund was infallible. From 2002 through 2010, veteran manager Bruce Berkowitz beat the S&P 500 every year except for one. In four of those years, the fund outpaced the index by … Continue reading

The New Hot Mutual Fund Company You’ve Never Heard Of – Forbes

Until about a year ago this was the question buzzing around the executive offices of giant Wall Street brokerage firms from Merrill Lynch and UBS to Morgan Stanley. Suddenly a little-known Hartford, Conn. mutual fund company had become the …

BMO Intermediate Tax-Free Fund Surpasses $1 Billion in Assets Under Management – Yahoo Finance

The awards honor asset managers and individual mutual funds in the U.S. that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. For more information, please visit: www.bmofundsus.com. About BMO …

Do They Sell Well? – Wall Street Journal

When investors shop for mutual funds, they often consider the methods the managers use to select stocks. But there’s another side to that coin that also merits attention: How do the managers decide which stocks to sell—and when to sell? … Continue reading

BMO Investments Inc. Enhances Mutual Fund Line-Up Options for Canadian Investors – NBCNews.com

BMO Investments Inc. (BMOII) today announced that it has enhanced some of its mutual fund offerings as part of its ongoing commitment to providing Canadian investors with easier fund access and increased investing opportunities. BMOII Introduces No-load …

Second Dent investment fund to disappear – CBS News

This is the second fund based on Dent’s demographic analysis. A mutual fund known as the AIM Dent Demographic Trends fund once had $2 billion in assets, and then was merged into another now extinct mutual fund after 80 percent … Continue reading

A Relative Case for Commodity Funds – Yahoo Finance

Those who have used commodity exchange-traded funds and mutual funds may have been disappointed with their recent performance, but at least that was only a consequence of market performance. Many others that have gained access to these asset …