29 ordspråk av Christine Benz

Christine Benz

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Leverage has been a profitable trade in the past and it has allowed many closed-end funds to deliver very compelling yields, but the risk is your total return could suffer. Leverage can cut both ways; it can magnify your gains but it can also accentuate your losses. ... On the flip side, if you are delving into these more unusual strategies, one could argue the closed-end format lends itself to them pretty well, because your manager is not having to redeem shares everyday.

It has been hard to go wrong in stocks. The main performance determinant was whether you invested in small caps.

It's a point I'd make regarding any mutual fund, but it's particularly important in a mutual fund type where you expect a low absolute return. If you're paying 1 percent in expenses and you're earning just 3 percent, you're forking over literally a third of your return.

We're hearing from a lot of value-oriented managers that they're taking this opportunity to move into stocks with growth prospects. My goodness, Cisco is in the portfolio right now, which isn't something that Windsor shareholders might be expecting.

For investors who aren't sure about how to select a fund appropriate for their time horizon, these funds really make it simple for you to do that and to get a lot of diversification in a single package. They help investors with the two things they have the most problems with. The first is arriving at an appropriate asset allocation, and the second is maturing that asset allocation as you approach your goal.

In general, in any sort of tax-deferred account, you have a little more leeway to look at fund types that might be undesirable for your taxable account. If you're going to own a high-turnover, aggressive growth fund, for example, putting it in a tax-sheltered wrapper is a good idea. By the same token, a high-yield bond fund might be a good thing to put in a tax-deferred account.

It's hard to say whether he's making brilliant choices because it's hard to go wrong in Internet stocks, ... It's hard to say whether he's a good stock picker or just lucky.

Internet-heavy funds took some of the biggest hits yesterday, but most people watching the tech area have long thought that there's probably been some froth among those stocks.

They rack up records and don't get noticed.

You don't want a fund that had its best years with $5 million in assets.

It's a classic rotation away from everything that did well in 1998 and the first quarter of 1999. Everything that did lousy in that time has picked up.

A lot of the large growth stocks are taking a breather.

Some at Fidelity in top management view it as a concern.

I would say it's a dueling trend that retail mutual fund companies are starting hedge fund like vehicles to retain that talent. That is a weapon in a fund company's arsenal.

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