My bias is growth, but if I were a mutual fund investor, I'd stick with the Windsors.
The average stock mutual-fund investor paid 0.79% in fees last year, according to the Investment Company Institute, a fund-industry trade group.
WSJ: Upside: Building a Dirt-Cheap Portfolio Is Getting Even Easier
Several studies of mutual fund rotation points to investor bias when selecting an asset class.
As corporations make headlines for hiding expenses and furnishing execs with gilded trash cans, mutual funds keep even basic investor information secret, such as how much fund company executives earn and whether fund managers personally invest anything in the funds they oversee.
For the average gold investor, however, mutual funds and ETFs are now generally the easiest and safest way to invest in gold.
It also runs the Matthews China Dividend Investor (MCDFX) mutual fund.
Fidelity Investor, specializing in Fidelity mutual funds, likes actively managed Fidelity International Small Cap Opportunities Fund.
Our top-performing independent mutual fund advisers just issued a new investor alert.
In fact, per Strategas, from March 2009 through July 2011, mutual fund flows reflect that the average investor has been a net seller of stocks despite a near 100 percent market rally during the time period.
There are established rules and arbitration procedures for dealing with investor complaints related to brokerages or mutual funds.
FORBES: 401(k)s: Far More Dangerous Than IRAs (March 2, 2001)
Once again, this case illustrates that while the SEC, AIMR and the ICI all advocate on behalf of the money management and mutual fund industry, there is no effective investor advocacy group.
FORBES: No Freedom of Information When It Comes to Money Managers (November 1, 2000)
During the early 80s, many mutual fund companies embarked on a campaign to widen investor horizons.
Mr Spitzer's prescriptions address a problem highlighted by Warren Buffett, America's best-known investor and a persistent critic of the mutual fund industry.
Turnover rates in portfolios are high, mutual fund performance chasing is the norm, and investor sentiment shifts much more rapidly than good discipline would infer.
The nation was surprised (as was the SEC) when the Attorney General for the State of New York demonstrated that the mutual fund industry had been skimming money out of investor accounts for decades.
FORBES: Why the SEC Is In Danger of Becoming Irrelevant ( February 28, 2006 )
Are these changes by which the quants and their algorithms are taking over the stock market beneficial for the small investor, not to speak of the mutual funds, pension funds and bank trust departments that also represent the little guy?
The other, fee-based side of its business involves managing long-term investor assets in exchange-traded funds, mutual funds and money market accounts.
Morningstar found that, over the 10-year period ending in 2009, the average mutual returned 3.2%, but the average investor achieved only 1.7%.
The SEC allowed mutual fund money managers to pay their ICI lobbyist dues with investor funds.
FORBES: Why the SEC Is In Danger of Becoming Irrelevant ( February 28, 2006 )
Their successes, such as the IRA and 401(k) legislation, fueled the boom in mutual fund and other collective investment vehicles aimed at the retail investor.
Because the wise money big institutional funds that control billions of dollars in pension funds, billions of dollars in mutual funds have access to information that the average investor does not have.
These are just three examples of how a savvy investor can cherry pick their favorite investment ideas from mutual fund managers to lower their investment expenses, but be cautioned, this strategy will take more of your time and attention as well.
So mutual funds investing in large cap technology stocks should give the casual investor the best of both worlds, right?
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.
By investing in a money market mutual fund, which may often yield just 2% or 3%, the investor may be missing out on an opportunity for a better rate of return.
One of the most pronounced changes in investor behavior since the crisis has been growth of savings invested in bonds and bond mutual funds.
With REITs, an investor can buy shares on an open exchange or invest in a real estate focused mutual fund, partaking in a highly liquid way of investing in real estate.
The individual investor has been shocked into a state of perpetual liquidation syndrome as redemptions of equity mutual funds occur regardless of whether the market is down 10% month to date or up 20% in a 6 month period.
FORBES: The Latest In A Long String Of Monumental Individual Investor Mistakes
The melt-up into equities will continue as long as investor cash exits bond funds and U.S. Treasuries, and flow into equity mutual funds.
Mutual funds, themselves a financial innovation from 1924 ( see page 124), give the small investor what large investors always could afford: professional management and diversification.
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