Archive for November, 2013

MORE FROM BENZ AND KINNEL

November 29, 2013

On public television, WEALTHTRACK is revisiting our episode on Actively Managed Funds vs. Passive Index Funds. You can watch it here.

This week on WEALTHTRACK.com we are offering a special extended interview with Christine Benz and Russel Kinnel, both from Morningstar.

We asked these two members of the WEALTHTRACK Brain Trust to discuss the positive and the negative changes they have seen in the mutual fund industry in the past 20 years.
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MARK FREEMAN – FINDING INCOME WITHOUT TAKING UNDUE RISK

November 22, 2013

Where can you find income in a world with record low interest rates and paltry bond yields without taking on too much risk? This week’s guest, Mark Freeman, has a proven track record of doing so, which is why his Westwood Income Opportunity Fund is a Morningstar favorite. Continue Reading »

MARK FREEMAN: A CHILDHOOD DREAM

November 22, 2013

How did Mark Freeman first become interested in becoming a money manager? He says it started at a very young age when he first saw Wall  $treet Week with Louis Rukeyser on public television. Although he didn’t understand it he knew he wanted to be one of the guests on that famous couch. Fast forward a couple of decades and here he is on WealthTrack, the successor to Rukeyser’s now legendary weekly show. The WealthTrack team thinks Freeman can check this one off his bucket list!

    





START TAKING SOME MONEY OFF THE MARKET TABLE

November 22, 2013

START TAKING SOME MONEY OFF THE MARKET TABLE

Several WEALTHTRACK Great Investors, like Don Yacktman and Steven Romick, are holding cash.

– They see few undervalued investments

– They own very high quality securities

MUTUAL FUND SHAKEUPS! Transcript 11/15/2013 #1021

November 20, 2013

CONSUELO MACK:  This week on WealthTrack: Big shakeups in the mutual fund industry. Two veteran Morningstar analysts Christine Benz and Russ Kinnel discuss the massive outflows from bond funds into other investments and from actively managed funds into passive ones. What do these shifts mean for portfolio returns? Morningstar’s dynamic duo is next on Consuelo Mack WealthTrack.

 

Hello and welcome to this edition of WealthTrack, I’m Consuelo Mack.  There are mighty forces shaking up the mutual fund industry. The question is: are they temporary or are they revolutionary and depending on the answer how are they transforming the way we invest? No headline captured the changes more perfectly than the recent dethroning of PIMCO’s Total Return Fund as the world’s largest mutual fund, a position it has held since 2008, and its replacement by the Vanguard Total Stock Market Index Fund. Bond king Bill Gross, has become an investment legend largely because of his outstanding management of PIMCO’s flagship Total Return Fund which has beaten most of its bond competition over the years and has even delivered stock market like returns in various periods. The ascendance of Vanguard’s Total Stock Market Index Fund to the largest-fund throne symbolizes a new world order on two fronts.

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