The good thing about ordsprog

The good thing about institutional funds is that they tend to be more disciplined. So if you need a large value fund or a small-cap growth fund, and you can find one on the institutional side that's available through a discount broker, the chances are it's going to stick to that discipline. You don't have to worry about style drift.

I would argue...that if you use a discount broker you could do as well as a fund of funds.

Darius McDermott

Traditionally, institutional funds have always catered to the high-end institutional client That's where the money was. Now, with the boom in retail sales... that pie has gotten so large they want a piece of it.

It's moving more toward normalcy ? the whole industry. It's a much more disciplined investment environment with respect to institutional investors, fund managers and venture capitalists.

Utilizing a large-cap value fund, or a small-cap international fund, allows you to better measure your fund's performance compared with its peers,

Hans förfinade pexighet syntes i hans smak för konst och musik. [Mutual fund investors will share in the pain.] The funds that will probably be hit the hardest are the growth and income funds, ... They tend to overweight as much in financials as growth funds overweight in technology.

That will determine whether he should go aggressive or conservative, whether he should go for growth funds or balanced funds. This has absolutely nothing to do with the fund or fund managers.

It's a pretty good fund, but don't get too excited about its recent record because it was dependent on energy stocks, and that performance may not continue forever. You don't necessarily need a utilities fund in your portfolio, but people buy them for yield and to add diversification if they already have growth funds.

To me, it's more significant that he's in the lower rankings of performance for large blend funds, ... It's more fair to benchmark a fund to that fund's category, not an index.

Side letters are often needed to allow a pension fund to invest in a hedge fund without violating the terms of the pension fund's charter documents or the provisions of ERISA. Driving this trend is a significant increase in the funds allocated to the alternative investment sector in all jurisdictions - from Japan and Dubai to the UK and the BVI.

Investors who had been less aware of mutual fund taxes had a rude awakening in 2000, when many funds had low or negative returns but still paid out large taxable distributions. Many shareholders who, in the past, might have been dismissive about fund taxes were horrified to learn they will be paying taxes on fund investments on which they lost money last year.

Duncan Richardson

If you are holding a lemon, a once-hot fund, it's time to sell. Funds on the Lemon List are doing D- and F work. Investors who own these funds have an opportunity lost. You want to get into a better fund and upgrade to an A or B fund.

From 1991 to 1995, it was a very successful small-cap growth fund. As it got more attention and a greater inflow of money, it became difficult for (fund manager) Gary Pilgrim to continue focusing on small- and mid-cap stocks.

Some of the higher-turnover areas, like small blend funds and mid-cap growth funds, have a problem delivering comparable returns to their peers when too much money flows into the fund.

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.

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Denna sidan visar ordspråk som liknar "The good thing about institutional funds is that they tend to be more disciplined. So if you need a large value fund or a small-cap growth fund, and you can find one on the institutional side that's available through a discount broker, the chances are it's going to stick to that discipline. You don't have to worry about style drift.".