Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Don’t Buy a Fund Based on Its Cover
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Don't Forgo Diligence: This Fund's Strategy Doesn't Hold Up.
This fund is one of the most expensive Energy funds with over $100 million in assets. All told, its high fees and overvalued holdings land it in the Danger Zone this week.
While direct share holders stand to lose the most, certain fund investors face significant downside risk as well. These investors may not realize the risk they’re taking due to the shortcomings of traditional fund research, which doesn’t focus on fund holdings.
Picking from the multitude of style mutual funds is a daunting task. In any given style there may be as many as 949 different mutual funds, and there are at least 6,260 mutual funds across all styles.
There are at least 27 different Information Technology ETFs and at least 173 ETFs across all sectors. Do investors need that many choices? How different can the ETFs be?
This report identifies the “best” ETFs and mutual funds based on the quality of their holdings and their 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.
Picking from the multitude of style mutual funds is a daunting task. In any given style there may be as many as 979 different mutual funds, and there are at least 6100 mutual funds across all styles.
Picking from the multitude of sector mutual funds is a daunting task. In any given sector there may be as many as 229 different mutual funds, and there are at least 631 mutual funds across all sectors.