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Cheap Funds Dupe Investors: 3Q12

Fund holdings affect fund performance more than fees or past performance. A cheap fund is not necessarily a good fund. A fund that has done well in the past is not likely to do well in the future (e.g. 5-star kiss of death). Yet, traditional fund research focuses only on low fees and past performance.
by David Trainer, Founder & CEO
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Best & Worst Sector ETFs & Mutual Funds

The best ETFs and mutual funds have high-quality holdings and low costs. As detailed in “Low-cost funds dupe investors”, there are few funds that have both good holdings and low costs. While there are lots of cheap funds, there are very few with high-quality holdings. The following is a summary of my top picks and pans for all sector funds. I will follow this summary with a detailed report on each sector.
by David Trainer, Founder & CEO