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Article Archive For Keyword: Funds
DownloadA Guide To Choosing Mutual Funds
ARTICLE SYNOPSIS...Looking for a mutual fund? Set your goals, do the research, pick a winner!
A One Rank Screening Technique For Mutual Funds by Norman J. Brown
ARTICLE SYNOPSIS...Stocks & Commodities V. 23:1 (39-45): A One Rank Screening Technique For Mutual Funds by Norman J. Brown Here's a momentum-following method using three technical analysis tools to help switch your mutual funds. In my earlier articles describing a "One
A Short Guide To Exchange-Traded Funds
ARTICLE SYNOPSIS...Exchange-traded funds are an interesting alternative for many investors.
A Strategy For Investing In Exchange Traded Funds
ARTICLE SYNOPSIS...Because exchange traded funds are traded rather than redeemed, they are more tax efficient than mutual funds. Here is a strategy you can play with to invest in them.
A System For Trading Fidelity Select Funds by Jay Kaeppel
ARTICLE SYNOPSIS...A System For Trading Fidelity Select Funds by Jay Kaeppel The key techniques for trading stocks, options, and futures can also be applied successfully to mutual funds. Here's a systematic approach to mutual fund trading. Several keys to investment and
AIM Funds
ARTICLE SYNOPSIS...AIM Funds is one of the nation's largest and most successful mutual fund companies.
Actively Managed ETFs And Mutual Funds: Worthwhile, Or A Waste Of Time And Money?
ARTICLE SYNOPSIS...The portion of ETFs that are actively rather than passively managed has risen to 34%, and interest from retail investors is only increasing. But the data shows that active managers have a hard time beating their benchmark, and very few do over 20 years.
Asset Management Funds In Review by Charles Idol
ARTICLE SYNOPSIS...Asset Management Funds In Review by Charles Idol Many small investors would be grateful for a service that adjusted their portfolio for diversification and modified the mix to meet the changing financial climate. While money management services have bee
Beat the market with no-load mutual funds by Gary Zin, Ph.D.
ARTICLE SYNOPSIS...Beat the market with no-load mutual funds by Gary Zin, Ph.D. In the past, I have invested in mutual funds based on their long-term performance, typically requiring that a fund's five-year history exceed the compounded return of Standard & Poor's 500-sto
Best Of Funds, Worst Of Funds
ARTICLE SYNOPSIS...Not much has changed in the world of sector fund relative strength over the past few months; transportation stocks are still outperforming even as energy-related shares continue to languish.
Best Of Funds, Worst Of Funds
ARTICLE SYNOPSIS...Not much has changed in the world of sector fund relative strength over the past few months; transportation stocks are still outperforming even as energy-related shares continue to languish.
Beta Mutual Funds: Do They Make Cents?
ARTICLE SYNOPSIS...How well do beta mutual funds work?
Beta Mutual Funds: Do They Make Cents? by Norman J. Brown
Cashing In On Money Funds
ARTICLE SYNOPSIS...Sick and tired of low returns from savings accounts? You might want to try money market funds.
Charting the universe of funds by Technical Analysis, Inc.
ARTICLE SYNOPSIS...Charting the universe of funds by Technical Analysis, Inc. FUNDGRAF Parsons Software 118 Woodshire Drive Parkersburg, West Virginia, 26101 (304) 424-5191 Price: $100 Computer: IBM PC and compatibles So wide-spread is today's speculative impulse that ""
Combining Long And Short Funds by Norman J. Brown
ARTICLE SYNOPSIS...Combining Long And Short Funds by Norman J. Brown Obtain better profits and reduce your risks by using this method to select mutual funds for trading. In the June 2003 issue of STOCKS & COMMODITIES, in my article "A Mutual Fund Trading Method," we saw
Combining Sentiment Indicators For Timing Mutual Funds by Joe Duarte
ARTICLE SYNOPSIS...Combining Sentiment Indicators For Timing Mutual Funds by Joe Duarte Market sentiment can be useful in market timing, and mutual funds in particular. Here's a method in which a careful perusal of Investor's Intelligence, Market Vane and Barron's can hel
Defining Growth Funds
ARTICLE SYNOPSIS...Growth funds used to be the high-flying act among mutual funds, but why have they fallen of late?
Designer Funds by Gary H. Elsner, Ph.D.
ARTICLE SYNOPSIS...Designer Funds by Gary H. Elsner, Ph.D. Mutual funds show a less than stellar performance relative to the Standard & Poor's 500 index. It should come as no surprise, then, that Wall Street has responded by offering products that mimic the S&P 500. Goin
Do ESG Funds Rate A Place In Your Portfolio?
ARTICLE SYNOPSIS...The category of "environmental, social, and governance funds" have become a mainstay in fund offerings. Do they offer a compelling investment choice? Here's a lo
Do Weak Sector Funds Have A Head Start On The Summer Selloff?
ARTICLE SYNOPSIS...As the broad US markets prepare for a summer corrective move, traders shorting the stocks from the weakest industry groups might have a distinct market edge.
Do funds distort price movements? by B. Wade Brorsen and Scott H. Irwin
ARTICLE SYNOPSIS...Do funds distort price movements? by B. Wade Brorsen and Scott H. Irwin The rapid rise of large-scale technical trading by futures funds has led to a concern that such trading could distort futures price movements. Our previous research shows that quite
ETFs vs. Mutual Funds: Which Way To Go?
ARTICLE SYNOPSIS...Even short-term traders will have some investments they hold for the longer term. But even those longer-term investments need some monitoring from time to time. Here's how you can apply a momentum strategy using technical analysis tools to help select mu
Easing Into Exchange Traded Funds
ARTICLE SYNOPSIS...Stock "baskets" and exchange traded funds are the new investment vehicles on the block. Can they help you meet your investment goals?
Enhanced Returns With Mutual Funds by Norman J. Brown
ARTICLE SYNOPSIS...Enhanced Returns With Mutual Funds by Norman J. Brown Is buy and hold the best strategy when it comes to mutual funds? Here's a mutual fund switching technique that uses multiple-fund ranking to improve returns. In my earlier articles, I showed it was
Evaluation Of Stocks, ETFs, And Funds
ARTICLE SYNOPSIS...In times of price volatility and diverging political and financial theories on world markets, how will independent traders survive? Find out how one trader navigates the markets with a daily evaluation method.
Fidelity Automotive And Technology Funds Leading The Pack
ARTICLE SYNOPSIS...Now that the broad US markets have made a convincing upward reversal, traders need to focus on the strongest-performing groups and sectors.
Fidelity Natural Gas Fund's Significant Breakdown
ARTICLE SYNOPSIS...As the fund with the weakest overall relative strength ranking in the Select Sector fund complex, FSNGX looks to be headed to even lower levels in the wake of a major break of weekly support.
Fidelity Sector Funds Leaders And Laggards
ARTICLE SYNOPSIS...Comparing the track records of the Fidelity Select Sector funds on a short-, intermediate-, and long-term basis may help identify industry group rotations.
Fund Of Funds
ARTICLE SYNOPSIS...Here's one way to diversify your investments and preserve your capital.
Funds Cash Percent
ARTICLE SYNOPSIS...Funds Cash Percent
In Sector Funds, Transportation Is Hot, Energy Not
ARTICLE SYNOPSIS...With the broad US markets likely getting close to an interim (maybe even major) cycle top, here's a look at the strongest and weakest funds in the Fidelity Select Sector mutual funds complex.
Index Funds
ARTICLE SYNOPSIS...What are they and why invest in them?
Index Rotation With Exchange-Traded Funds by David Vomund
ARTICLE SYNOPSIS...Stocks & Commodities V. 23:1 (36-38, 45): Index Rotation With Exchange-Traded Funds by David Vomund Which will perform best, large-cap stocks or small-cap stocks? Will value stocks outperform growth stocks or will growth outperform value? If you watch
Invest In Your Values With Socially Responsible Funds
ARTICLE SYNOPSIS...Want to invest, but not at the risk of a guilty conscience? If you're looking to invest in companies that follow ethical principles, try these funds.
Is The Bottom Near? - Mike Byrum Of Rydex Funds
ARTICLE SYNOPSIS...Is the market bottom near? That's one of the questions we asked Mike Byrum, chairman of the Rydex Investment Strategy Committee, which oversees investment activity for all Rydex Funds. He is also the portfolio manager for the Rydex OTC Fund. Byrum w
Long-Term Trading Using Exchange Traded Funds
ARTICLE SYNOPSIS...Since ETFs track indexes, thus averaging a large number of underlying instruments, price movements tend to be relatively small. This makes it difficult to profitably trade ETFs using daily charts. HereÕs how you can overcome this drawback.
Looking For Intrinsic Value - Clyde McGregor of Oakmark Funds
ARTICLE SYNOPSIS...As a portfolio manager for Harris Associates, LP, a Chicago-based investment management firm that serves as advisor to the Oakmark Family of funds, Clyde McGregor searches for stocks trading below intrinsic value for the funds he oversees.McGregor was an
Mais Oui! Investing In European Funds
ARTICLE SYNOPSIS...With the US markets expected to grow at a relatively slow pace, perhaps you should consider investing overseas.
Making Sense Of Load Funds
ARTICLE SYNOPSIS...What's a load fund? What's a no-load fund? This should help you figure it out.
Momentum Investing In Mutual Funds
ARTICLE SYNOPSIS...There's a big difference between how a strategy works in real life and historical tests.
Multiple-Indicator Techniques For Index Funds by Andrew Abraham
ARTICLE SYNOPSIS...Multiple-Indicator Techniques For Index Funds Traders expect uncertainty in the markets; it comes with the territory of trading. But with the Standard & Poor's 500 hitting new highs after a gut-wrenching decline, is there more uncertainty today? Here's
Mutual Funds
ARTICLE SYNOPSIS...You can find a wealth of information on the Internet for nearly any subject imaginable, including investing, trading, and the financial markets. You can even find a good amount on technical analysis.
Mutual Funds As Stock Index Proxies by Joe Duarte
ARTICLE SYNOPSIS...Mutual Funds As Stock Index Proxies by Joe Duarte Both mutual funds and stock indices such as the Standard & Poor's 500 are collections of stocks, but the}e is a major difference between them. A mutual fund manager changes the stocks in his collection o
Mutual Funds For The Not So Dumb - Eric Tyson
ARTICLE SYNOPSIS...At first glance, Eric Tyson appears to know as much about finance as he does about, well, dummies. After all, in addition to being an award-winning personal finance journalist and guest on programs such as PBS's Night Business Report, CNBC, and NBC&
Mutual funds by Bill Dunbar
ARTICLE SYNOPSIS...Mutual funds by Bill Dunbar A basic look at mutual funds: who they are for, how to choose one, why and when to switch. Also included are several sources of information to use to get specifics when deciding on a mutual fund. In the past, critics of the
On Index Funds by Stephen Littauer
ARTICLE SYNOPSIS...On Index Funds by Stephen Littauer Do mutual funds underperform the market? Statistics would indicate so. Index funds may better suit investor needs. Most mutual funds underperform the market. Over the past 10 years, CDA/Wiesenberger Mutual Funds Updat
Perennial Mutual Funds: Staying With Winners by Palmer Wright, Ph.D.
ARTICLE SYNOPSIS...Perennial Mutual Funds: Staying With Winners by Palmer Wright, Ph.D. In past issues of STOCKS & COMMODITIES, Fay Dworkin and Gary Zin have advocated selecting stock mutual funds on the basis of relative performance over periods of one to nine months. Zi
Profit With High Relative Strength Mutual Funds by Gerald Gardner
ARTICLE SYNOPSIS...Profit With High Relative Strength Mutual Funds by Gerald Gardner This timing method will maximize profit and reduce drawdown. Correlation of equity funds phenomena manifests itself in many stock data series. For this study, I explored the correlation
Prospecting With Gold Mutual Funds by Jay Kaeppel
ARTICLE SYNOPSIS...Prospecting With Gold Mutual Funds by Jay Kaeppel Gold. In the past, it inspired rushes and revolutions, passion and poetry, but in recent times gold mutual funds have been distinctly lackluster. The emotion that the precious metal inspired may have dwi
Quick-Scans: Funds On-Line by John Sweeney
Robert von Pentz of Quant Funds
ARTICLE SYNOPSIS...Robert von Pentz, portfolio manager of the Quant Mid Cap Fund, is a member of Columbia Partners and is responsible for all equity investment activities there. Before he joined Columbia Partners, von Pentz served as chairman of the board and chief investm
SIDEBAR: TEN RECOMMENDED FUNDS
ARTICLE SYNOPSIS...TEN RECOMMENDED FUNDS According to the relative strength analysis of Paul Merriman & Associates since July 1, these are the funds that Merriman would choose at present:
Take Charge Of Your Investing With Mutual Funds
ARTICLE SYNOPSIS...Investing isn't as hard as you think. Check out these mutual funds.
The 411 On 911 Funds
ARTICLE SYNOPSIS...Protect your standard of living and pave the way for your investment plan. How? Set up an emergency fund using staggered certificates of deposit.
The average maturity of money market funds and Eurodollar futures by Glenn Mancher
ARTICLE SYNOPSIS...The average maturity of money market funds and Eurodollar futures by Glenn Mancher The high interest rate environment of the early 1980s resulted in great swings in the average maturity of money market funds (Figure 1). As the yield on short-term instru
Timing Equity And Mutual Funds
ARTICLE SYNOPSIS...Have problems timing equity and mutual funds? This technique might be your solution.
Tom Laming Of Buffalo Funds
ARTICLE SYNOPSIS...Tom Laming is senior vice president and portfolio manager with Kornitzer Capital Management, Inc., a research-driven firm that manages $1 billion in assets, including the Buffalo and AFBA Five Star family of mutual funds. Laming, who joined the firm in 1
Trade High-Yield Bond Funds Using EMAs--From Simple To Complex
ARTICLE SYNOPSIS...High-yield bond funds can provide stock equity-like returns with significantly less volatility and significantly smaller drawdowns. Exponential moving averages (EMAs) are a popular way to trade these funds and strategies can range from very simple to com
Trade Sector Funds With Pure Momentum by Jay Kaeppel
ARTICLE SYNOPSIS...Trade Sector Funds With Pure Momentum by Jay Kaeppel In the July 1999 Technical Analysis of STOCKS & COMMODITIES, I wrote about one of the systems I use to trade Fidelity Select sector funds. That system was referred to as the relative strength system (
Traders ' Resource:Mutual Funds
Traders' Resource - Mutual Funds
Traders' Resource: Mutual Funds
ARTICLE SYNOPSIS...It's critical to consider all of the costs when approaching mutual fund investing.
Traders' Resource: Exchange Traded Funds by Technical Analysis, Inc.
Traders' Resource: Mutual Funds
ARTICLE SYNOPSIS...Traders' Resource: Mutual Funds When investing with mutual funds, the issue is cost of all kinds. Sales charges, turnover costs (trading costs), tax costs, management fees, marketing costs, and cash-holding costs all eat into your returns; then the comp
Traders' Resource: Mutual Funds And ETFs by Technical Analysis, Inc.
Traders' Resource: Mutual Funds and ETFs by Technical Analysis, Inc.
Traders' Resource: Mutual Funds by Technical Analysis, Inc.
Traders' Resource: Mutual Funds by Technical Analysis, Inc.
ARTICLE SYNOPSIS...Stocks & Commodities V. 22:10 (124-129): Traders' Resource: Mutual Funds by Technical Analysis, Inc. When investing with mutual funds, the issue is cost of all kinds. Sales charges, turnover costs (trading costs), tax costs, management fees, marketing c
Traders' Resource: Mutual Funds by Technical Analysis, Inc.
Traders' Resource: Mutual Funds by Technical Analysis, Inc.
Traders' Resource: Mutual Funds by Technical Analysis, Inc.
Traders' Resource: Mutual Funds by Technical Analysis, Inc.
Trading Bond And Currency Funds by Joe Duarte
ARTICLE SYNOPSIS...Trading Bond And Currency Funds by Joe Duarte Today's broad selection of different types of mutual funds allows traders to allocate assets based on personal expectations of changes in the stock market, interest rates and currencies. S&C contributor and
Trading Bond Funds by Joe Duarte
ARTICLE SYNOPSIS...Trading Bond Funds by Joe Duarte Bond funds have become popular investment vehicles for income-oriented investors. The bond market, however, is often much more responsive to news events, especially in times of high government deficits and international
Trading Currency Mutual Funds by Joe Duarte
ARTICLE SYNOPSIS...Trading Currency Mutual Funds by Joe Duarte Want to broaden your investment horizon? Using subjects covered in his previous S TOCKS & COMMODITIES articles in November 1991 and January 1992, Joe Duarte explains how by combining a simple index/moving aver
Trading International Funds by Joe Duarte
ARTICLE SYNOPSIS...Trading International Funds by Joe Duarte How do you participate in the price movement of the international stock markets using an overseas mutual fund? The 1990s have become the true decade of market globalization as the world's governments and major
Trading Munibond Funds with Munibond Futures by Dennis Meyers
ARTICLE SYNOPSIS...Trading Munibond Funds With Munibonds Futures by Dennis Meyers, Ph.D. Designing a trading system is simply establishing a set of rules and back-testing them in the market. And there are different approaches and different markets to trade. Here's one exa
Trading Sector Funds Using Statistics by John P. Twardy
ARTICLE SYNOPSIS...Stocks & Commodities V. 22:10 (82-88): Trading Sector Funds Using Statistics by John P. Twardy Ever thought of trading sector funds? Here's a method that'll give you an edge on the market. Sector fund analysis and trading always seem to require tools o
Using Intermarket Analysis With Exchange Traded Funds
ARTICLE SYNOPSIS...Previously, Matt Blackman explained how using intermarket analysis can help traders survive the rocky waters of today's market. This time, he suggests using intermarket analysis with exchange traded funds and gain another advantage.
Why Mutual Funds?
ARTICLE SYNOPSIS...Would mutual funds be right for you? If so, which one? What are mutual funds, anyway?
Working Money: A Short Guide To Exchange-Traded Funds by Paolo Pezzutti
Working Money: Using Intermarket Analysis With Exchange Traded Funds by M. Blackman
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