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NEW YORK (TheStreet Ratings) -- TheStreet.com Ratings reviews the risk-adjusted return performance of around 25,000 funds every month. With our economy on the mend and corporate profits on the up-swing, a bear market for most domestic stocks is not a good bet. However, our list of the best bear market funds highlights other places where downside gains can still be made. Of course, none of the f Read More »
NEW YORK (TheStreet Ratings) -- TheStreet.com Ratings reviews the risk-adjusted return performance of around 25,000 funds every month. There is no time like the present to select from among the best rated asset allocation funds to build a retirement nest egg. If you are planning to retire in about 30 years, take a look at the following funds targeted for a retirement in the year 2040. Each of th Read More »
(To update with comments from EPFR Global regarding fund flows.) BOSTON (TheStreet) -- In what's been a brutal year for the mutual fund industry, managers including Robert Goldfarb, William Joyce and Tom Ognar earned their keep and served as examples for more well-known peers and up-and-comers. Large-cap stock funds are on pace to finish well behind the benchmark S&P 500's 1.7% decline, with mo Read More »
NEW YORK (TheStreet Ratings) -- TheStreet Ratings reviews the risk-adjusted return performance of around 25,000 funds every month. The best rated equity-income exchange-traded funds for 2012 are listed each month at TheStreet's Top-Rated ETFs page. When expanding the selection range beyond just exchange-traded funds to also include open-end and traditional closed-end funds, 10 funds stand out as Read More »
NEW YORK (TheStreet Ratings) -- TheStreet.com Ratings reviews the risk-adjusted return performance of around 25,000 funds every month. Answering the call for monthly income, some open-end bond funds generate a nice monthly income stream while maintaining a high ranking in our risk-adjusted return ratings. For savers seeking monthly income, this makes them worthy of consideration for 2012 portfoli Read More »
NEW YORK (TheStreet) -- After an October for the record books, the markets kicked off November on a choppy note. Approaching the end of the year, investor fears have been rekindled, with the European crisis making its way back into the headlines. While the sour start to the month may be enough to drive some investors back towards safe havens, I encourage investors to avoid shunning the markets Read More »
NEW YORK (TheStreet) -- The markets have whipsawed investors over the past three months. After sinking in August and September, stocks soared in October. The roller-coaster markets caused particularly painful bumps for growth funds, which dropped dramatically and never fully recovered. For the three months, large-cap growth funds lost 2.6%, while small-cap growth funds declined 5.2%, according Read More »
NEW YORK (TheStreet) -Alternative funds, also known as market neutral or absolute return returns, can play a huge role in diversified portfolios if they successfully meet their objectives. As this summer has started to wind down, the S&P 500 has rolled over into a downtrend with an extreme volatility normally associated with bear markets. So it is perhaps with good timing that ETF provider Quan Read More »
NEW YORK (TheStreet Ratings) - On Thursday Invesco declared the monthly dividends that will be paid for 32 of their closed-end funds. These dividends have an ex-date of 9/13, record date of 9/15, and payable date of 9/30, offer compelling choices for investors searching for dividend yield. The dividends for later months are not guaranteed. However, month-end dividend yields of 8.99% from Invesco Read More »
NEW YORK (TheStreet) -- For much of the past decade, small-cap stocks have outperformed large caps. But that could be changing. During the past three months, small growth funds lost 17%, lagging large growth by six percentage points, according to Morningstar. Can large stocks continue outpeforming? Yes. Large stocks are cheaper than small ones. And big stocks tend to excel when markets face the k Read More »
BOSTON (TheStreet) -- The mutual fund industry this year has been overrun by a stampede out of U.S. stocks and into safer alternatives, namely large-company and bond funds, much as in 2008 when the financial industry needed a bailout to survive. Investors pulled $14.6 billion from U.S. equity mutual funds and put $102 billion into taxable bond funds through the end of July, said Ryan Leggio, a m Read More »
NEW YORK (TheStreet) -- Through all the market turmoil of recent months, some consumer funds have stayed in the black. While the S&P 500 has lost 9.5% this year, Vanguard Consumer Staples has returned 2.4%, and Rydex Consumer Products has gained 4.1%, according to Morningstar. The resilience of consumer funds is not surprising. Consumer stocks include companies that sell things customers must Read More »
NEW YORK (TheStreet) -- U.S. money market funds have pulled all lending to Italian and Spanish banks and are continuing to reduce their exposure to European intitutions as uncertainty fuelled by the sovereign debt crisis rumbles on. According to a report from Fitch, the top ten money funds had reduced their overall exposure to European banks by 9% on a dollar basis from the end of June, and by 2 Read More »
NEW YORK (TheStreet) -- Investors fleeing equities this week put almost $50 billion back into money market funds after a month of near-record withdrawals, further illustrating the uncertainty that hit markets during the most volatile period of trading since the 2008 collapse of Lehman Brothers. In the week to Wednesday, Aug. 10, money markets had net inflows of $49.8 billion, according to EPFR G Read More »
Money market fund story updated with a comment from the Investment Company Institute. NEW YORK (TheStreet) -- Money market funds investing in U.S. Treasuries have been drastically reducing maturities in recent days, amid fear that the prospect of a government default may lead to a wave of redemptions. Government money markets have increased the percentage of their holdings with a maturity of se Read More »
NEW YORK (TheStreet) -- India has ranked as one of the worst performing markets in the world lately. With inflation climbing and corruption scandals hurting some companies, the exchange-traded note iPath MSCI India Index (based on MSCI India Total Market Index) has dropped 11.7% this year, while the S&P 500 has climbed 5.1%, according to Morningstar. But some growth funds are placing big bets Read More »
BOSTON (TheStreet) -- Mutual funds that buy shares of health-care and real-estate companies leapfrogged those that own gold and energy stocks to become the best performers so far this year. Health-care funds are far and away the winners at the midway point this year, with an average return of 12.9% through June 22, including a 9.2% run-up over the past three months, according to fund tracker Mor Read More »
AUSTIN - Legislative leaders continued to look for a compromise school funding plan Tuesday to allocate $4 billion worth of public school cuts they say is necessary to avoid a special session this summer. Read More »
NEW YORK (TheStreet) -- Alternative funds once represented a small niche in the mutual fund universe, but that is changing. During the past year, inflows have totaled $25 billion into alternative mutual funds and exchange-traded funds, according to Morningstar. Now the category has $151 billion in assets and includes 540 funds. Morningstar recently announced that it would begin tracking new c Read More »
NEW YORK (TheStreet) -- Worried about rising interest rates, investors have been pouring into unconstrained bond funds, a new kind of fixed-income investment. While traditional bond funds tend to decline when interest rates climb, the unconstrained portfolios can be resilient in difficult markets. Among the most popular choices is PIMCO Unconstrained Bond, which began operating in 2008 and alrea Read More »
Tackling the budget shortfall, the Texas House tentatively agreed to $1.5 billion in cuts and to use $3.1 billion from the state's reserves. Read More »
NEW YORK (TheStreet) -- For the past two years, Pioneer Cullen Value has been disappointing. The fund lagged 73% of competitors in 2009 and 92% in 2010, according to Morningstar. Should shareholders sell? Probably not. Veteran portfolio manager Jim Cullen is sticking to his investing discipline, and the long-term track record remains superb. During the past 10 years, the fund has outdone 98% of Read More »
NEW YORK (TheStreet) - After markets began rallying in March 2009, investors embraced low-quality small stocks. Funds that focus on high-quality growth shares lagged the parade. Impatient with the performance, some investors have been dumping high-quality funds. But the sales could prove to be a mistake. In recent months, high-quality stocks have been showing new life. Now there is good reason Read More »
NEW YORK (TheStreet) -- Oil prices are soaring, but investors in United States Oil Fund, have little cause to cheer. The ETF, which aims to track the price of a barrel of oil, has only recorded small gains. During the past year, the fund returned 3.8%, while the price of oil climbed more than 20%. Part of the problem can be traced to a condition in futures markets that traders call contango. Fo Read More »
NEW YORK (TheStreet) - Leuthold Core Investment makes bold moves, emphasizing stocks one year and bonds the next. The strategy has produced notable results. During the past ten years, Leuthold Core has returned 7.4% annually, surpassing all its peers in the aggressive allocation category and topping the S&P 500 by 5 percentage points, according to Morningstar. Unfortunately, the fund is closed Read More »

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