Christine Benz
Christine Benz
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.
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.
particular
The predicament is not particular to (Janus) in any way.
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.
fidelity management top view
Some at Fidelity in top management view it as a concern.
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.
worst year
It's the worst year in a big way.
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.
brilliant choices good hard internet stock whether wrong
It's hard to say whether he's making brilliant choices because it's hard to go wrong in Internet stocks, ... It's hard to say whether he's a good stock picker or just lucky.
classic lousy picked quarter rotation time
It's a classic rotation away from everything that did well in 1998 and the first quarter of 1999. Everything that did lousy in that time has picked up.
growth hearing managers might move opportunity portfolio stocks taking
We're hearing from a lot of value-oriented managers that they're taking this opportunity to move into stocks with growth prospects. My goodness, Cisco is in the portfolio right now, which isn't something that Windsor shareholders might be expecting.