We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings to reflect mutual-fund performance data through Sept. 30, 2018.
The Portfolio Tracker is our most popular web tool. It
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In autumn, many of us enjoy watching the falling leaves. Mutual-fund investors, meanwhile, are enjoying falling fees. Although the fund industry’s “race to the bottom” probably isn’t over (more prices may yet drop), two
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Sighting: The Case for Actively Managed Funds
In the United States, assets have shifted away from actively managed funds and towards passively managed index funds and ETFs; specifically, less than 8% of the assets in
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We've just updated SMI's Personal Portfolio Tracker and also our monthly Fund Performance Rankings to reflect mutual-fund performance data through August 31, 2018.
The Portfolio Tracker is our most popular web tool. It
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We've written a fair amount recently about money market funds and other cash options. While that might seem like a boring subject in the midst of a bull run to new stock market highs, the reality is that interest rates
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Building your retirement nest egg is a years-long challenge. Then comes another challenge: managing your retirement money in such a way that it lasts for the rest of your life (or even longer) and withstands the corrosive
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Heads up! We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect mutual-fund performance data through July 31, 2018.
The Personal Portfolio Tracker is our most
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We've just updated SMI's Personal Portfolio Tracker and our monthly Fund Performance Rankings (FPR) to reflect final mutual-fund performance data through June 30, 2018.
(We try to post the Tracker and FPR updates between
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At first glance, the cost of investing in a mutual fund seems straightforward. The net asset value (NAV) is the price of each share. For example, the NAV of the Allianz International Small Cap fund (AOPAX) as of this
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Yesterday was a great illustration of a few principles SMI frequently preaches:
Watching your investments too closely can cause heartburn
Distributions can cause deceptive price action in specific funds/ETFs
Relying
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