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Dividend Funds

Investing in dividend paying stocks and funds that have an objective of selecting dividend paying securities for income and/or capital appreciation is a time tested method for success as part of a model portfolio. They are popular among individuals for their retirement portfolios and as part of their taxable investments as well. Read more

Using a Flexible Fund in Larger a Portfolio

Flexible funds give the portfolio managers the ability to shift assets based on market conditions. This type of flexibility makes these funds appropriate as a sole holding, but can also be a benefit in a more broadly diversified portfolio. Read more

Mutual Funds: The Benefits of a Family Approach

Mutual fund investors face the choice of cherry picking funds or sticking with one fund family. There are benefits to going this route and negatives; there’s also a workaround. Read more

Bond Funds are Hot, But Fear May Be Clouding Investor Judgment

Bond funds have been drawing more investment than stock funds. Since this is most likely driven by fear and performance chasing, it is worth taking a moment to consider why one would want to own bonds in the first place. Read more

Dividend Investing, Go it Alone or Use a Fund?

Investing for dividend income has become a popular niche. With new investment products attempting to fill the demand, it begs the question of whether to do-it-yourself or outsource to a professional Read more

December 31, 2013 Quarterly Mutual Fund Review

The stock market ended the fourth quarter of 2013 on a strong note. The Dow gained nearly 10% for the fourth quarter, while achieving a very impressive 26.5% return for the full calendar year. Read more

Fund Managers Should Eat Their Own Cooking

Mutual fund investors entrust their savings to the managers of their fund holdings. It’s nice to see a manager who owns a lot of the funds he or she manages. Read more

Investing in China

There is no denying that China is “hot.” While buying individual stocks is one way to gain exposure to this rapidly developing nation, mutual funds may provide a more diversified avenue. From owning individual stocks like the ones covered in The Value Line Investment Survey to using an Asian specialist like Matthews Funds, there are a plethora of options to gain exposure to China.

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Funds for Rising Rates: Floating Rate Funds

Interest rates are at historical lows. Although one can persuasively argue that rates can still go lower in the near-term, it is unlikely that they will remain this low forever. The current environment is a dilemma for income-oriented investors. Though not a solution, floating rate funds can help provide some consistency.

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Do You Know What You’re Invested In?

Mutual fund investors may have more in common than they think. While the objectives of various funds are often very different, the general goal of most mutual fund managers is the same—capital appreciation. In fact, many of the largest U.S. mutual funds hold considerable positions in the same stocks, which means that mutual fund investors could have a stake in some well-known companies without even realizing it.

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