Funds

CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO

February 12, 2016

CONSIDER A MUNICIPAL BOND FUND FOR THE TAXABLE PART OF YOUR PORTFOLIO

MUNI ADVANTAGE

  • Tax exempt from federal taxes
  • Some are exempt from state and local taxes
  • Pockets of municipal bond opportunity offering secure and attractive yields and returns
  • Can be a minefield financially and politically

Watch the related WEALTHTRACK episode.

CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:

November 13, 2015
CONSIDER SELLING A MUTUAL FUND WHEN THE FOLLOWING HAPPENS:

  • The manager you know and trust leaves the fund
  • A change in strategy at a fund
  • Two years or more of significant losses
  • The flip side: consider selling if a fund has phenomenal outperformance.
  • A fund’s expenses go up
  • If you are uncomfortable with the fund, it’s redundant or it no longer fits your needs

Watch the related WEALTHTRACK episode.

CHECK OUT ESTABLISHED ACTIVELY MANAGED BOND FUNDS

May 1, 2015

BOND FUND MANAGER OUTPERFORMANCE

  • 3 years 71%
  • 5 years 70%
  • 10 years 56%

STOCK FUND MANAGER OUTPERFORMANCE
Percentage of Non-Index Stock Fund Managers that Outperform S&P 500 Index

  • 3 years 29%
  • 5 years 20 %
  • 10 years 27 %

Watch the related WEALTHTRACK episode.

PUT THE POWER OF COMPOUNDING TO WORK FOR YOU

May 16, 2014
CHUCK ROYCE & CHARLIE DREIFUS

The RoyceFunds

ED PERKS
Franklin Income Fund  (FKINX)

DAVID WINTERS
Wintergreen Fund  (WGRNX)

Watch the related WEALTHTRACK Episode.

CHARLES ROYCE: BUY SOME UNLOVED SECTORS OF THE MARKET

April 25, 2014

Buy Some Unloved Sectors Of The Market

UNLOVED vs. LOVED RETURNS

  • Annualized returns past 20 years over 3-year holding periods
  • Unloved Funds 10.4%
  • Loved Funds 6.4%

Source: Morningstar

“Unloved” Categories 2013:

  • Large-growth funds
  • Commodity funds
  • Precious metals funds

Kinnel’s “Unloved” Picks

  • Primecap Odyssey Growth (POGRX)
  • Harbor Commodity Real Return Strategy (HACMX)
  • Oppenheimer Gold & Special Minerals (OPGSX)

Watch the related WEALTHTRACK Episode.

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