July 5, 2012

About Mutual Funds: Don't Overlook Fund Overlap

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From Kent Thune, your Guide to Mutual Funds

The Overlap Dance: Detect & Avoid It!
Have you looked at the fund overlap of the funds in your portfolio recently? If you already have mutual funds, or if you are considering buying mutual funds now, don't... Read more

Healthcare Ruling: Winners & Losers But No Real Impact on Market
The Supreme Court ruling on health-care reform known as the Patient Protection and Affordable Care Act (PPACA) does not have a significant impact on the overall healthcare sector.  There are... Read more

Time to Shift Bond Strategy?
Earlier this month the 10-year Treasury note hit a record low yield of 1.46%.  At some point in the not-too-distant future these yields will move higher, which means bond prices... Read more

What is Aggressive Growth?
Many aggressive growth stock mutual funds have the term "aggressive growth" or "capital appreciation" or "capital opportunity" or "strategic equity" within the fund name. However, this is not always... Read more

 


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This newsletter is written by:
Kent Thune
Mutual Funds Guide
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