As of the end of 2010, the fund had a whopping 40 percent of its stock holdings tucked away in healthcare companies ... trailing three-year period landed it in the top 10 percent of Morningstar's large-growth category. Broadly, calling this a "large.
The term generally describes the ability to buy or sell an asset or securities without significantly affecting the price. In financial ... As a hybrid product—basically, a mutual fund that trades on an exchange like a stock—exchange-traded funds.
IBD'S TAKE: Profiles of top performing mutual funds are a good place to look for stock buy ideas. Another good source for ... on the front end to make sure we buy stocks at the right price and a very strict sell discipline on the back end is really what.
San Francisco — In the hard-sell world of mutual funds ... better returns from lower fees on Dodge funds. For example: According to Morningstar, the 0.52 fee levied on the Dodge & Cox Stock fund is half the price of the average large stock fund, which.
Below is a three month price history chart comparing the stock performance ... This can have a direct impact on which indices will include the stock, and which mutual funds and ETFs are willing to own the stock. For instance, a mutual fund that is focused.
Chennai: When DSP BlackRock Mutual Fund (MF ... higher than the 'Price Return'," says Kaustubh Belapurkar, director-manager research, Morningstar Investment Adviser India. "As expected the number of large-cap funds beating benchmark drops from 85% to.
Such steadiness made it an even easier decision for investors to hold on to their mutual funds and exchange-traded funds, which proved to be another good bet this past quarter. Roughly 95% of mutual funds tracked by Morningstar had positive returns for the.
However, a pair of mutual funds based on Richard Thaler ... the portfolio managers generally buy the stock.” The fund, which has maintained a five-star rating from Morningstar for five years, has outperformed the comparable Russell 2000 RUT, +0.00.
In 2010, Morningstar named Bruce Berkowitz the U.S. stock fund manager ... Berkowitz's Fairholme fund had generated a 10-year annualized return of 13.2% through the end of 2009. The average return of a comparable mutual fund over the same period was.
See Also: 4 Funds to Cut Your Risk in a Stock Market Correction The unkindest cut came in a recent study by Morningstar, which found "no relationship between any type of management change and future returns" for mutual ... Rowe Price, and on and on.