Dan Culloton, associate director of fund analysis at Morningstar, says investors should look for funds with low expenses and pick fund managers with long, consistent track records of success.
The attitude of the SEC and the industry is that more extensive disclosure "would only confuse people, " says Russel Kinnel , director of fund analysis at fund tracker Morningstar .
Although returns have been quite good this year, the net asset value of these funds, which is tied to the quality of the underlying loans, has been slipping for several months, according to Morningstar, a fund-analysis service.
Rich countries have long ignored the Fund's analysis when it did not suit them.
Its performance charts and portfolio data can be combined with fund-flow analysis and liquidity screens to rate ETFs in a number of different ways.
The average hedge fund lost 18% during 2008, according to Hedge Fund Research, an analysis firm.
By the standard analysis of fund evaluators (including FORBES), they did pretty well.
Chart Analysis : Soros Fund Management gained about 15%, or one billion dollars, in the last quarter, and in the process, the fund bought more than ten million additional shares of Delta Air Lines ( DAL) to increase total holdings to 14.7 million shares.
Brandes also provides some more in-depth analysis of emerging market fund concentration.
FORBES: Emerging Markets Offer Diversification, But Not Through ETFs
For Turkmenistan, China trade reached 21 percent of GDP in 2011, up from 1 percent five years earlier, according to an Associated Press analysis of International Monetary Fund data.
What is certain is that if MHI falters (and here I am echoing the analysis of the Eclectica Fund that I criticized in an earlier post), it will be a devastating and probably world-shaking blow.
Fidelity Investments and American Funds, among the largest in the category, saw redemptions or weak investor interest compared with competitors, according to an analysis of mutual-fund flows done for The Wall Street Journal by research firm Strategic Insight, a unit of New York-based Asset International.
In addition, Morningstar.com's tax analysis will show you a fund's potential capital gains exposure in the future--that is how much in unrealized gains it has accumulated.
Most mutual fund managers are heavily oriented toward fundamental analysis.
Town and city officials in Florida struggling to make payroll are likely to face more big troubles--and more losses than they have been led to believe--an analysis of a state investment fund indicates.
But what distinguishes him more from other hedge-fund managers is the depth of his economic analysis and the pretensions of his intellectual ambition.
He took the time to prepare an analysis of a company he thought the fund should consider.
Chart Analysis : The WisdomTree Dreyfus Chinese Yuan Fund ( CYB) broke out of its daily trading range in late March.
Chart Analysis : The iShares MSCI Brazil Index Fund ( EWZ) dropped below trend line support, line b, on Thursday, although it did rebound on Friday.
Chart Analysis : The iShares MSCI Brazil Index Fund ( EWZ) completed a reverse head-and-shoulders bottom formation last Friday, having closed above the neckline, line a.
Chart Analysis : The iShares MSCI Brazil Index Fund ( EWZ) completed a reverse head-and-shoulders bottom formation on January 12 when the neckline, line a, was overcome.
This gives their sophisticated in-house credit-analysis teams huge advantages over the junk bond fund managers and analysts.
This suggests that even today fund managers are buying on the basis of faith as much as analysis.
Most stock investors spend a lot of time using technical or fundamental analysis to pick the best stock, ETF, or fund to buy.
The Democratic economists do not allow the trust fund to go into the red at all, implying that their analysis demands bigger cuts in benefits to ensure that the system stays solvent.
ECONOMIST: Social Security reform: The battle of the boffins | The
On average, fees quoted by British funds understate total actual costs by 15%, says Fitzrovia International, a small London-based fund-research outfit that has just compiled the first-ever analysis of such costs in Britain.
Chart Analysis: Though the iShares Trust FTSE China 25 Index Fund ( FXI) is considered by most to be the favored China play, there are several reasons that I prefer the iShares MSCI China Index Fund ( MCHI).
We determine the odds for, and extent of, those moves from our proprietary analysis of the way the volume market-makers servicing big-fund clients protect the at-risk positions that must be taken as they compete for this lucrative business.
Barra aims to sell its analysis to institutional investors, and therefore is releasing only a few individual fund hurdle rates.
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