Fund Profile: Thrivent Partner Small Cap Value A
There are plenty of religious mutual fund families out there, with investment styles designed to meet the strictures of different sets of observers.
I Read Academic Research So You Don't Have To: 10 Looming Issues
n the June 2008 issue of CFA Institute Conference Proceedings Quarterly are notes on a presentation given by William H. Donaldson, CFA, to CFA Institute members on what he sees as 10 issues that...
Mutual Funds and 401 (k) Plans
Companies, looking to get out from under some of the most onerous of regulations under ERISA and other laws, have pushed the onus for making investment choices onto employees through 401(k) plans.
So When Do You Sell, Anyway?
Although the game is to buy low and sell high, it's really hard to know what's low and what's high because those numbers are relative. We're going through a rough market right now, and some people...
Hedge Funds Hiding in Mutual Funds
Hedge funds have been private investment partnerships for two reasons: some fund managers and investors liked the lack of scrutiny, and the SEC restricted the marketing of funds to people who were...
ETFs, Mutual Funds and Fee Questions
he cheapskate mutual fund investor looks carefully at fees to make sure they match the value received. Some investors, in search of the best possible bargain, look to exchange-traded funds (ETFs)...
The Market for Mutual Fund Managers
When the U.S. stock market is a mess and the dollar is even worse, investors start looking to alternatives, and this fund combines two of them: investment-grade bonds and international currencies.
How to Read a Mutual Fund Prospectus
Raise your hand if you read the fund prospectuses that your mutual fund companies send you in the mail!
How to Read a Mutual Fund Prospectus
Raise your hand if you read the fund prospectuses that your mutual fund companies send you in the mail! I always ask my workshop attendees to do this and am never surprised when just a couple...
Mutual Fund Investing: Overview
Whether you are looking to invest in small caps, large cap stocks, or certain sectors, mutual fund investing is a popular choice. SmallCapInvestor.com explains not only small cap mutual funds but...
A Host of Small Cap Options to Choose from for ETF Investors
At the beginning of 2007, Financially Fit brought you a series of articles on small-cap investing. We covered the advantages (on Jan. 16, 2007), the analysis (Jan. 23, 2007) and how to choose the...
Evaluating Your Mutual Funds
How to compare your 401(k) plan's available fund selections to determine which ones are the optimal investments given your objectives.
The Case for Indexing
The goal of the index fund is to buy the same stocks in similar proportions to the index it is tracking, thereby mirroring the return.
