Mutual Funds June 2009 Archive

In just one trading day the Janus Worldwide Fund made 5% when the market was down 2%? On another day, the Old Mutual Fund was up 9% when the market ... Read More

The US Treasury Department granted some relief to money market fund investors beginning last September. I wrote about the extension of relief measures in April. Now the Securities and Exchange ... Read More

This evening I listened to a replay of a webinar presented by Vanguard founder and index industry guru John Bogle. The webinar was hosted by Journal of Indexes. Mr. Bogle ... Read More

I received an email from Mike Kruger, Online Outreach Specialist for the House Committee on Education and Labor. The email was in response to my recent blog post regarding the ... Read More

I recently wrote a piece listing the advantages of mutual funds. Since I have personally invested in and recommended other investment vehicles, I thought it would only make sense to ... Read More

Who should decide on the funds available in your 401(k) retirement plan? It won’t be me and won’t be you. But, at this point, I’m torn on who ... Read More

Vanguard announced that the median decline in their investors’ defined contribution accounts (401k, 403b, etc.) was down 17% from January 2008 to March 2009. That compares to the market’s 44% ... Read More

I have written about the questions surrounding target-date funds. But nothing compares to a few comments made by John Bogle in a Morningstar video interview. Mr. Bogle also discusses the ... Read More

The stock market has been volatile, but let’s talk oil. In a span of five months in 2008, the price of oil went from $150 per barrel to under $40 ... Read More