Most of these funds that invest in stocks and bonds from all over the worlds come with a sales charge. Here are some options to avoid that extra cost.
Muhlenkamp offers a reminder of how hard it is to marry big-picture calls with strong stock selection.
Investing with two of the biggest fund companies may cost you less, and one fund company will pay you.
Investors of momentum funds have gathered mediocre results over the past decade. But some fund companies are still drawn to the strategy.
Consider buying once-great funds if they can pass two important tests.
Make Pimco Total Return the core of a bond portfolio and complement it with other funds.
Market upheavals can quickly swing industries from growth to value and back again -- and knock your portfolio off balance.
Funds with bolder allocation strategies are struggling because of the Greek financial crisis.
A few funds have managed to outpace their benchmarks in both rallies and selloffs.
The ruling maintains the status quo, so investors should seek out low-cost funds and let fund companies that overcharge feel it in the pocketbook.
There's a lot to be said for a fund that doesn't hesitate to close to new investors.
Fairholme and Third Avenue have new funds that venture into bonds.
I can think of three managers who may stick around and for whom I’m willing to stick out my neck.
The most intriguing outcome would be a court ruling that puts downward pressure on fees.
These funds aren't hot performers. They are simply funds that have gradually built strong records.
Some funds managed to perform well both this year and last, and others were stinkers both years.
Volatile funds push all the wrong emotional buttons. When they go way up, we get greedy and buy.
Manning & Napier has built a line of relatively low-cost stock funds and balanced funds that have delivered strong risk-adjusted results.
Here's how to identify the most important information
It's natural to want to punish your poor performers. But if you're not careful, you may punish yourself.