Christine Benz
Christine Benz
believe continue funds investment mutual represent run worthwhile
We continue to believe that mutual funds run by such shareholder-friendly firms represent worthwhile investment opportunities for most investors.
blown brain companies drain full fund looking manager perhaps realize retention stay steps taking turning
Fund companies are increasingly looking at this as a retention tool. Perhaps its one way to keep your fund manager on board. I don't know if it's a full blown turning point, but companies realize it could be a brain drain so they're taking steps to stay competitive.
accentuate allowed argue both compelling cut deliver flip format funds gains itself lends leverage manager past profitable redeem return risk shares total trade unusual
Leverage has been a profitable trade in the past and it has allowed many closed-end funds to deliver very compelling yields, but the risk is your total return could suffer. Leverage can cut both ways; it can magnify your gains but it can also accentuate your losses. ... On the flip side, if you are delving into these more unusual strategies, one could argue the closed-end format lends itself to them pretty well, because your manager is not having to redeem shares everyday.
approach arriving asset fund funds help investors maturing problems second select simple single sure time
For investors who aren't sure about how to select a fund appropriate for their time horizon, these funds really make it simple for you to do that and to get a lot of diversification in a single package. They help investors with the two things they have the most problems with. The first is arriving at an appropriate asset allocation, and the second is maturing that asset allocation as you approach your goal.
absolute earning expect expenses fund literally low mutual paying percent point regarding third type
It's a point I'd make regarding any mutual fund, but it's particularly important in a mutual fund type where you expect a low absolute return. If you're paying 1 percent in expenses and you're earning just 3 percent, you're forking over literally a third of your return.
assets funds gets good investment plenty vehicles
They're not chartbusters, and that's what gets funds noticed. (But) there are plenty of funds that haven't garnered a lot of assets and are good investment vehicles all the same.
assets funds gets good investment plenty vehicles
They're not chartbusters, and that's what gets funds noticed, ... (But) there are plenty of funds that haven't garnered a lot of assets and are good investment vehicles all the same.
best fund million
You don't want a fund that had its best years with $5 million in assets.
companies fund mutual retail retain starting trend vehicles weapon
I would say it's a dueling trend that retail mutual fund companies are starting hedge fund like vehicles to retain that talent. That is a weapon in a fund company's arsenal.
ahead clear four fund indication interests prove willing
If Spitzer's allegations prove true, it's a clear indication that all four fund firms were willing to put their companies' own profitability ahead of the interests of their fund shareholders.
among area biggest funds hits people tech took watching
Internet-heavy funds took some of the biggest hits yesterday, but most people watching the tech area have long thought that there's probably been some froth among those stocks.
aggressive bond fund good growth leeway might putting sort taxable types
In general, in any sort of tax-deferred account, you have a little more leeway to look at fund types that might be undesirable for your taxable account. If you're going to own a high-turnover, aggressive growth fund, for example, putting it in a tax-sheltered wrapper is a good idea. By the same token, a high-yield bond fund might be a good thing to put in a tax-deferred account.
expect people
People had come to expect the world of them. (They're) a little disappointed.
component dividends total
Dividends can be a significant component of total return.