News & World Report's best communications mutual funds list. The fund invests in communications and technology companies the managers believe will provide good capital appreciation. And they're not afraid to look outside of the U.S. to find such prospects. "This strategy’s horizons stretch ...
There are a few factors to consider when choosing a mutual fund. You can start by honing in on funds that invest in the types of assets you are looking to gain exposure to. From there, take a look at the fees and overall costs. The higher the costs, the less your returns will be....
How to invest in mutual funds with so many to pick from? The IBD Best Mutual Funds can help. Here are tips for making the right choices for your objectives.
and the fund’s manager then selects investments that align with the fund’s investment strategy. As a result, the individual investors who buy shares in the fund are actually investing in those assets selected by the fund manager. Because of this,finding a mutual fundthat aligns with your ...
Their current grading system is based on five P’s: Process, Performance, People, Parent, and Price. With the current rating system, the company looks at the fund’s investment strategy, the longevity of its managers, expense ratios, and other relevant factors. The funds in each category ear...
Mutual funds are the cornerstone of buy-and-hold and other retirement investment strategies. Likewise, chasing one-year returns is not a wise investment strategy. A good rule of thumb is to look for consistency of returns on a longer time horizon. To get a sense of a longer track record,...
The fund focuses recently on technology and energy. The fairly aggressive strategy of the fund brought good results: it has returned 22.20 % over the past year, 9.20 % over the past three years, and 5.46 % over the past decade. 4. The Vanguard GNMA Fund (VFIIX) is an intermediate-term...
That strategy has led the portfolio to include large-cap market leaders Nvidia (NVDA) and PayPal (PYPL). And the fund has recently boosted its share counts in stocks like Amazon, Align Technology (ALGN) and Intuitive Surgical (ISRG). How the fund decides what is a good business is often ...
What's a "smid-cap" growth fund? It's one that invests in small and mid-cap funds. The strategy makes sense: Oftentimes, really great small and midsize companies eventually become great large-cap companies. Delaware Smid Cap Growth A(DFCIX, $24.17) looks for hot investment themes and ...
target year. You may consider redeeming MF units by starting SWP(Systematic Withdrawal Plan)may be 2 to 3 years before the goal year. You can re-invest this amount in safe investment avenues. You may also re-balance your portfolio based on your Asset-allocation strategy(Equity : Debt ...