Like its namesake navigator, the Fidelity Magellan fund has seen its share of glory, though for the past several years the once mighty mutual fund has been a study in mediocrity.
Although there is still limited empirical evidence on the relative performance of socially responsible investing in comparison to conventional investing, one 2000 study concluded that social mutual funds perform no better or worse than conventional mutual funds.
FORBES: Friend or Foe? Fiduciary Duties Meet Socially Responsible Investments
In 2003 mutual fund tracking firm Morningstar conducted a study that broke the 20-year period of 1976-2002 into five four-year segments.
According to the latest Dalbar study, the average stock mutual fund earned a little over 9% a year over the last 20 years while the average stock fund investor earned less than 4% a year over that same time period.
In the 2011 Insurance Shopping Study, American Family (a mutual company) was the top ranked insurer.
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From my study of money managers, and particularly mutual fund managers, those with much larger-than-their normal cash positions miss the relatively easy winnings in the early stages of recovery.
Today a trade association for the mutual fund industry, the Investment Company Institute (ICI), released a study that reveals some surprising news: People who are just retiring now are better off financially than previous generations.
FORBES: Good News: Today's And Tomorrow's Retirees Are Better Off Than You Think
In a recent study, two groups (made up of Harvard University staff) were asked to pick mutual funds.
Second, the study was based on the performance of indexes when in reality, the vast majority of mutual funds under-perform those indexes because of fees and trading costs.
In a study of 270 IPOs of U.S. companies between 2009 and 2011, institutions such as mutual funds and pension funds represented 45% of the IPOs' initial allocation.
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