Wall Street noticed that success and firms have been heavily marketing absolute return mutual funds.
The firm filed a prospectus with the Securities and Exchange Commission (SEC) to offer their Total Return mutual fund as an Exchange Traded Fund (ETF).
According to Morningstar, real estate mutual funds returned 9.4% in the first quarter of 2010, one of the highest return of any mutual fund category.
These monumental challenges place us at a crossroads: either we return to mutual recrimination, which has been so useless and so damaging in previous times, or we face and overcome these challenges together, and from there, we begin a new chapter of shared prosperity.
Assessing the Impact of Taxes on Shareholder Return showed owners of mutual funds in taxable accounts gave up an average of 0.98 percent to 2.08 percent in annual return to taxes over the last 10 years.
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According to Morningstar, the average stock mutual fund had a total return of 7%.
It's important to remember, Miller says, that the extra four months is much like the average return in a mutual fund.
Second place was the Winslow Green Growth ( WGGFX) mutual fund (7.4% return), which is one of what I consider to be the three best clean energy mutual funds.
From 2000 to 2010 the average mutual fund posted an annual total return of 3.18%.
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Declining rates pushed up the value of bond investments, delivering an average 9.3% return for Treasury bond mutual funds.
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Just look at a chart with a graph of the DOW overlaid onto the return of a bond mutual fund.
Rowe's mutual funds have beaten the average return for their category.
Investors find them as safe and as liquid as bank deposits, but they pay a higher return, partly because mutual funds are not burdened by the high overheads that banks bear.
Entrepreneurs or international conglomerateurs, or large financial institutions buy or create mutual fund management companies to create a return on their own capital.
In 1972, despite the Dow's return to record territory, mutual-fund investors were so skittish that they kept taking money out of stock funds.
Peter Lynch ran the Fidelity Magellan fund from 1977 to 1990 and had one of the best performance records in history for a mutual fund manager an annualized return of over 29% per year.
The average return for the 9, 402 mutual funds tracked by Morningstar was a negative 17.8 percent for the quarter.
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Typically mutual funds is where we are looking at quite substantially right now for really one reason, and those tend to trend better with a lot less risk, so you know you can have market-like rate of return on high-yield-bond mutual funds with historically a third of the downside risk of the markets.
When using mirroring in a business setting, you will know that you have developed mutual rapport if your partner begins to mirror you in return.
By comparison, the average diversified stock mutual fund manager, according to Lipper, had a total return of 12.37% last year.
Morningstar's "long-short" mutual-fund category includes market-neutral and absolute-return funds, which are designed to generate returns in any market environment, and arbitrage funds, which try to exploit market inefficiencies.
At any rate, it's not the same as making 40% a year for 15 years on a mutual fund, which would compound to a 15, 500% return.
Historic return data shows that 2 out of 3 actively managed mutual funds underperform their benchmarks over a 5 year period when adjusted for survivorship bias, and that both individuals and professionals lose more ground when they try to predict markets by changing their asset allocation.
Special Offer: Among mutual fund newsletters Equity Fund Outlook's 17.4% total return in the last 12 months beat all other fund letters according to Hulbert Financial Digest.
Unlike regular mutual funds available to everyone, they are free to pursue higher risk, higher return investment strategies and do not offer the protection given by regulated funds.
You might invest hours of time researching managers, mutual funds, stocks or alternative opportunities, interviewing advisors, and calculating the impact of return on your wealth.
Now subtract a little something for the rare default, plus a fee for the mutual fund that is probably your best vehicle for holding muni bonds, and your likely return is very close to zilch.
This is in sharp contrast to mutual funds and, to a lesser extent, hedge funds, where star performers tend quickly to return to the average.
College students who are currently over the age of 18 can take advantage of the present law by selling appreciated stock and mutual fund holdings before the end of the year and realizing those capital gains on their 2007 tax return.
David Herro, has beaten 99% of his mutual fund peers and has delivered (are you sitting down?) an eye-popping 8% return per year on average for the last decade!
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