Mutual Funds

Looks like the first six months of the year haven’t been too kind to U.S. hedge funds and stock mutual funds. According to the Internet news site NewsMax.com yesterday: U.S. hedge funds, which often promise to make money in all markets, were in the red during the first half of the year but did not lose [...]

A lot of us wonder which way is better: investing in the market through the mutual fund or direct share trading? In fact, mutual funds are advisable for small investors. Also your money is diversified across various sectors and various companies, which means the risk factor is relatively less compared to what it would be if you invest in equity directly. Direct equity certainly entails a high amo

By Nishant Kumar MUMBAI, June 19 - Investors are shying away from Indian equity funds as a sustained slump in the stock market wipes out a major chunk of their stunning gains in 2007, but the... [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Different types of Mutual Funds attract different types of taxes. Here is all you would want to know about taxes applicable on Mutual Funds in India. Taxation Equity Funds Liquid funds/Money Market Funds Debt fund/liquid plus Funds Short Term Capital Gain Tax *16.995% As per Income Tax Slab As per Income Tax Slab Long

Posted by: Janet Schlarbaum Author: Joseph Kenny Mutual funds are a collection of stocks and/or bonds invested in different securities, which include fixed market securities and money market instrumentals. It facilitates investors to put their money under an efficient investment management. There are three types of mutual funds namely, income funds, growth funds, and balanced funds. The basic [...

Posted by: Janet Schlarbaum Author: Benjamin Wise It seems a little odd to compare stocks to mutual funds. Actually, mutual funds are largely composed of stocks. It is important to make the distinction between the two as there are some very real advantages to using mutual funds. It is fun to invest in individual stocks because each company [...]

Someone has asked, on a forum: What's the difference between shares and mutual funds? And here's my elevator explanation: Shares: When companies look for money for their business, they can get it in two ways - either they borrow from a bank and pay interest ("debt") or they ask people like you and me to invest and give us shares ("equity"). A share is a part of a business. Then let's say a f

There's been a lot of recent talk in the financial press about exchange traded funds, or ETFs. Some of you may already be familiar with them, but my guess is for most individual investors, the term "exchange traded fund" is just another bunch of financial gibberish - vaguely familiar but completely meaningless. Well, to artlessly coin a phrase from the movie Braveheart, "we'll 'ave to remedy that

Recently, a client explained to me how he thought gold was a good investment and protection against inflation. I’m not going to talk today about if he is right or wrong. Instead, I’ll mention that his fabulous do it yourself investment solution was Fidelity’s Gold Fund. Good call? Well, it came [...]

Investing in the equity market directly is exciting and sexy. You are in the thick of things and are able to take responsibility for yourself. Though the volatility and the information overload makes it a daunting task.How about investing through Mutual finds? Doesn't it have its own loading and administrative charges and the fund managers making merry on your hard earned money? And can't we see t

Turbulent markets are always a matter of panic for retail investors. Continuing volatility and short-term bearish outlook have led to severe bloodbath on Indian bourses in recent times. Due to the global crisis, it is difficult to take a short-term call on the Indian markets, but in the long-term, one remains positive.There is no significant change in the fundamentals of Indian economy. If the economy is believed to grow at 7.5-8%, then there is no reason why an investor should not enter the market below 16,000 at these levels.The current valuation is an opportunity for long-term investors to park their money in equity-oriented mutual funds (MFs) at lower NAVs. Many investors who had bet their money directly in equities had suffered in the recent turmoil. Many stocks which were trading at

Source: David Koch, Reasons to have managed fundsManaged funds are a great resource available to all investors, but they're especially beneficial in times of market volatility, like we've seen over the past few months.If you're not familiar with the term, managed funds are simply funds managed for you by someone else; usually a professional advisor like a fund manager. They basically place your money, along with a number of other investors, into one large fund.So, why would you want to do this? Well, there are a number of good reasons.One of the main reasons managed funds exist is that so few of us have the time, energy or expertise to research, trade and monitor individual share investments. The real benefit of having your investments managed by a professional is that you gain access to t

First let us understand what real estate/property funds are all about. It works towards a common cause – maximizing returns for the investor. Like mutual funds, real estate funds are founded by a group of real estate professionals/experts to ‘manage’ property/real estate for the investor. The real estate mutual fund industry in the US has evolved in to a concept called the REIT, the Real Est

SEBI has issued final guidelines on real estate mutual funds (REMFs). The schemes can be launched by existing mutual fund houses or firms that have been operating in the real estate space for at least five years. In addition to the dedicated infrastructure funds and real estate investment trusts, REMFs would be the third product for mutual funds in the real estate category. While the draft guidelines had been put on all the three, the closed-ended REMFs are the first ones to see the final guidelines coming in.Besides directly investing in real estate, SEBI has also permitted investments in mortgage-backed securities, securities of companies engaged in dealing in real estate assets or in undertaking real estate development projects and other securities. However, it has mandated that at leas

At last, the decks have been cleared for the launch of Real Estate Mutual Funds (REMFs) in India, with the Securities and Exchange Board of India (SEBI) notifying amended regulations for such products last week. For mutual fund investors, this may mean a welcome relief from the stream of new equity fund offerings, playing on [...]

A mutual fund (called 'unit trust' in Asia) is an investment vehicle that pools money from many individual investors. A professional fund manager invests and manages these funds into stocks, bonds and other securities.People usually invest in mutual funds because it is offers the advantage of broad diversification (it spreads your money over tens or hundreds of stocks to reduce risk) and professional management. However, do remember that as broad diversification reduces risks, it also reduces return.First, here is the bad news. If you speak to most people who have invested in unit trusts in Asia (especially Singapore) or in mutual funds, most would report losing money or just earning measly returns of 2%-4%. In fact, in the year 2004, it was reported in the Straits Times that 559,000 Singa

The decision of the market regulator SEBI to allow real estate funds at stock exchanges would soon benefits from exponential growth in the real estate market within the reach of retail investors even if they are not able to buy homes or commercial properties at the prevailing sky-rocketing prices. Earlier, the Securities and Exchange Board of [...]

Investing in international mutual funds is often an avenue overlooked. In fact, it is an investing option that is even touted as being unpatriotic. But the truth of the matter is that investing in international mutual funds can be a great tool for investors looking to diversify their portfolios, particularly in times when the American economy is not performing at its prime. Many investors turn to international investing in mutual funds in order to diversify their holdings and to avoid being held financially hostage by a weaker economy back home. In fact, the recent trend in international investing in various mutual funds has been sparked by the growth of the world market and the advent of free trade. Because worldwide expansion has actually sparked the growth of foreign companies and all

Everyone claims to have the best mutual funds out there on the market. In fact, deciding what mutual funds to go with can be a daunting task to a new investor who has decided to take the plunge. However, determining where the best mutual funds really can be found is not very difficult. It just requires a little research. If you're looking for the best mutual funds, one of the first things you want to look for is annual return. Mutual fund companies will often tout their annual returns as proof that their product is superior. Take it into consideration. Then move on. Choosing the best mutual funds means examining the expense ratio of any given investment. This is probably the single most important factor you'll want to take into consideration before you make a decision. Net Asset Values, wh

Mutual funds are the best friend for an investment focused person which is giving professional management to his money and better profit in long run. Thos who are not having enough time to study, research for a direct stock investment, can certainly opt the path of mutual fund to build a better investment portfolio.Below are some guidance and steps for a mutual fund investor to be aware before making any investments with any mutual fund products.1. Identifying your goal is most important prior to build an investment portfolio.2. Identify the risk level you can bear.3. Always use SIP (Systematic Investment Plan) to build mutual fund portfolio. An SIP enable you to manage your money properly and providing security from fluctuating market as well as make you a disciplined investor.4. Learn ab

UTI, One of the largest in Mutual fund industry with financial centers spanning across the length and the breath of the country.UTI Mutual Fund came into existence on 1st February 2003. Bank of Baroda (BOB), Punjab National Bank (PNB) and State Bank of India (SBI) and Life Insurance Corporation of India (LIC) are the sponsors of the UTI Mutual Fund. UTI Mutual Fund is managed by UTI Asset Management Company Private Limited (AMC). UTI AMC is a registered portfolio manager under the SEBI (Portfolio Managers) Regulations, 1993 for undertaking portfolio management services and also acts as the manager and marketer to offshore funds.UTI Mutual Fund has a nationwide network consisting 70 UTI Financial Centers (UFCs) and UTI International offices in London, Dubai and Bahrain. The fund has a tr

Mutual Funds are an investment type that is considered open-end. This describes the fund's method of buying and selling shares to and from investors at the end of the day. This allows investors to join and investors to leave at any given time permitting incredible flexibility in the investing term. Investors purchase their fund shares from the fund or a broker for the fund instead of other

In my previous post I show when to buy and switch for an Index Fund. Here's a great article by Jamie Rackenthaler on buying Index Fund. In Malaysia our Index tracks our KLCI. KLCI consists of a group of companies' shares. Thus, the KLCI tracks the overall ups and downs of these shares. Index funds Warren Buffet, the worlds greatest investor, said it best, "I would not invest in mutual funds, but

# There are three ways, where the total returns provided by mutual funds can be enjoyed by investors:Income is earned from dividends on stocks and interest on bonds. A fund pays out nearly all income it receives over the year to fund owners in the form of a distribution. # If the fund sells securities that have increased in price, the fund has a capital gain. Most funds also pass on these gains to investors in a distribution. # If fund holdings increase in price but are not sold by the fund manager, the fund's shares increase in price. You can then sell your mutual fund shares for a profit. Funds will also usually give you a choice either to receive a check for distributions or to reinvest the earnings and get more shares. Bloghome

We posted an article earlier on Best Mutual Funds. We got a query from one of the readers to explain mutual funds first. So, here it is: What are Mutual Funds? Mutual funds are pools of money that... [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

We all want to be buying and holding the best mutual funds. It’s a term that searched hundreds of times daily in Google and the other search engines, as people seem to think that “best” is easily defined for a fund’s performance. The reality is that what makes the best mutual fund varies from investor to [...]

Exchange traded funds are becoming more popular every day. Many of the large investing web sites have whole sections dedicated to the topic of exchange traded funds (or ETFs as they are commonly labelled.) Why all the attention to this new class of investments. Some Advantages of ETFs The most widely touted advantage of [...]

Hi we are looking out for young and enthusiastic people who are willing to take up a challenging job in Mutual Funds. if you are looking out for a change in your career and you have 2-3 years of experience in selling Mutual funds or Insurance. you can contact us on 9845997276 or mail your cv to bhupesh@laurentandbenon.co.in.

What is a Mutual Fund? A Mutual Fund is a body corporate that pools the savings of a number of investors and invests the same in a variety of different financial instruments, or securities. The income earned through these investments and the capital appreciation realised by the scheme are shared by its unit holders in proportion to the number of units owned by them. Mutual funds can thus be considered as financial intermediaries in the investment business who collect funds from the public and invest on behalf of the investors. The losses and gains accrue to the investors only. The Investment objectives outlined by a Mutual Fund in its prospectus are binding on the Mutual

ING Funds said yesterday that initial sales for its new 1.9-billion-baht property fund would begin from March 3-11. The first investment for the Quality Hospitality Property Fund (QHOP) will be the 18-year-old Amari Boulevard Hotel in Bangkok. The property fund will purchase the hotel’s leasehold rights under a three-year sublease with an option to renew up to [...]

ETFs have become the investment tool of the 21st century for household investors. It is true, they do have many advantages ranging from lower commission, better performance, tax considerations and more.With ETFs becoming increasingly popular more investors ask themselves why invest in mutual funds altogether?I am a big supporter of investing in ETFs. There’s nothing more enjoyable then watching how simple financial assets outperform the big money in mutual funds constantly preaching to the household investor when and what to buy. Mutual fund managers have nearly completely failed in justifying the commissions they charge with very little abnormal returns to show for.However, and there is always an however, sometimes the judgment and discretion of an investment manager is required. If you

First time investors in Mutual Funds act in the face of imperfect information and often get overwhelmed by uncertainties characterizing the investment situation. But there’s more to Mutual Fund investing than market timing.First things first..The first thing an aspiring unit holder must do is to establish what type of portfolio he wants to build. In other words, to decide the right asset allocation. Asset allocation is a method that determines how you invest your money in different investments with the proper mix of various asset classes. Remember, the type or class of security you own i.e. equity, debt or money market, is much more important than the particular security itself.The popular thumb rule for asset allocation says that whatever the investor’s age, he should keep that percen

If you've seen a huge drop in your mutual funds over the last few days, DON'T PANIC!!! What's happening is that a number of mutual funds are making their annual required disbursements of dividends. For the investor unfamiliar with this (like I was last year) it can be a scary thing to see your investments seemingly plummet downward at double-digit percentage rates. If you wait a few days, you should see a reinvestment of the dividend amount into your account. Here's the Process Fund shares are sold at what's know as the Net Asset Value, (NAV).  Each day at the end of trading, the stocks, bonds, cash, and other assets of the fund are calculated at their market value(s). That's the NAV for the day. This is also why mutual funds don't report share price changes until after market close. The assets of the fund pay returns back to the fund; stocks pay dividends to the fund, etc. These dividends stay in the fund as cash which causes the fund price to rise (more value beca

Welcome to the first Investment Basics Carnival. This carnival is my initiative and will hopefully display great articles on investment basics. This first addition received a surprising 22 submission total. The selected entries are separated into categories. If you enjoy this carnival please help promote it on your website.Mutual Funds1. Larry Russell presents Where’s Waldo? - The illusion of superior professional mutual fund manager performance. posted at THE SKILLED INVESTOR Blog2. Steve Faber presents - How to Find the Best Performing Mutual Funds posted at DebtBlogInvestment Psychology1. Silicon Valley Blogger presents Taking The Emotion Out Of Stock Investing posted at The Digerati Life2. Mark U Runta presents Breaking Rule # 1 of Investing posted at Smart Investing & Money ManagementTransaction CostsKCLau presents How to Minimize the Upfront Service Charge in Unit Trust Investment posted at KCLau's Money TipsPoetryMarket Poetry presents Ode to All Struggling Value Investor

When you have been awarded a settlement due to arbitration or through the order of a judge as a result of a lawsuit, one of the options open for receiving the award is by accepting structured mutual funds. But is this really a smart way to go? The fact is that it can be an ideal way of getting the most from the settlement. Here are a couple of reasons why. Mutual funds are considered to be relatively safe in most markets. That is not to say that there is no risk involved whatsoever. However, the potential to realize more income from your settlement if it is invested in a mutual fund account is very real. When your situation is such that you do not need the settlement money to handle medical bills or provide revenue to fund home care, it is a very wise move to invest the money in something promises a higher yield than just a standard savings account. If you can manage without having to rely on payments from your settlement to take care of ongoing expenses, this can be a great way to bui

by Jay MacDonald If Wall Street were a Hans Christian Anderson fairy tale, Phil Town would be the little boy pointing and laughing at the emperor's new clothes, or lack thereof.By turns a Vietnam Green Beret, Grand Canyon river guide and spiritual seeker of enlightenment, Town's life on the fringes of society changed when he saved a raft from treacherous rapids on the Colorado River. One of the thankful survivors was a successful San Diego investor who, in turn, volunteered to save Town's financial future by teaching him the ropes of investing.Blending Zen with Wall Street, Town's anyone-can-do-this advice, in his best-seller "Rule #1," amounts to: Don't lose money, find great companies, know their worth and acquire them at 50 percent off. Beyond that, he says the traditional advice -- invest in mutual funds, diversify, buy and hold -- is strictly for losers.Let's cut to the chase: What's wrong with mutual funds?First, if you intend to stay ignorant about investing, if you don'

I remember the first time I looked at investing in mutual funds was when I was 15 years old.  Upon getting my first job (McDonald's), my father made me setup an automatic contribution to a mutual fund - my small payment of $25 per 2 weeks would get sent to the mutual fund company the day after my pay cheque was deposited. I also remember looking at all the different booklets and informational brochures from that company and how there were about 50 different funds to choose from.  At that point, I had no idea that some were high risk and some were low risk and some were somewhere in-between. I also remember seeing some really long names for these various funds. Most of all, I remember being confused!You can figure out a lot about a mutual fund based on the name it has. For example, a fund called the "U.S. Large Cap Value" fund will primarily invest in US companies with a large capitalization (meaning the companies are worth billions upon billions and hence ar

This article is just one of more than 14,000 blog articles being published on the internet today as part of Blog Action Day. The entire M-Network is participating and writing articles to participate in this incredible effort. There are many ways you can make a difference in the environment and make your money greener including eliminating paper, driving more energy efficient cars, etc. I would like to focus on investing. There are a number of new mutual funds that you can invest in that will not only make a difference in the environment but will also provide you with strong returns. Here are just 10 of the literally hundreds available: Winslow Green Growth (WGGFX) Objective: The Winslow Green Growth Fund (”the Fund”) seeks capital appreciation through environmentally responsible investing in small growth companies that have a positive or neutral impact on the environment Inception Date: 5/3/1994 10 Year Avg Return: 15.56% Calvert Global Alternative Energy (CGAEX) Obje

Mr. Den Otter, born 1952, holds a JSD-degree of the Zürich University and the Diploma of the Swiss Banking School. He is now a Senior Officer, Bank Licensing & Mutual Funds Dept (staff: 15 persons), and has been very active in preparing the practice of the Swiss Federal Banking Commission with regard to the licensing of Hedge Funds in Switzerland. Mr. Den Otter is regularly making speeches

Mutual funds (MFs) bought shares worth Rs 48.30 crore on Monday, 6 August 2007. They had bought shares worth a net Rs 256.80 crore on Friday, 3 August 2007. Mutual funds” net inflow of Rs 48.30 crore on 6 August 2007 was a result of gross purchases of Rs 395.90 crore and gross sales of Rs 347.60 crore. The BSE 30-share Sensex lost 235.37 points or 1.55% at 14,903.03 on that day. Mutual funds sold equities worth Rs 900.60 crore in the month of July 2007. Mutual funds had pumped in Rs 9062.34 crore in Indian equity market in the financial year ended March 2007.

I suppose many financial advisors licensed to sell ONLY mutual funds will cringe at this information.  First, I want to say that if you have more than $100,000 in your portfolio it does not automatically mean that it is time to get out of mutual funds. But certainly once you pass this threshold you will want to look at alternatives to mutual funds as your options open up (based primarily on the fact that buying in bulk reduces your trading costs). If you remember in my first post on Mutual Funds we defined mutual funds as being the ideal investment for SMALL investors because trying to build your own diversified portfolio would cost too much in trading commissions.So once you have built your portfolio past $100,000 it is time to compare costs of paying a mutual fund manager versus the costs of having a stockbroker build a custom portfolio (or yourself with a discount brokerage trading account if you have the knowledge).Let's look at the average Equity Mutual Fund.  It has an

Yes, you read it right.  Given enough time, Mutual funds can literally siphon off over half of your investment.  Personally, own shares of several mutual funds — i.e., I don’t have any other option beside mutual funds when I am investing my 401k.  Funds are also convenient for smaller investment amount where stock investment would not provide enough diversification and the commission fee would eat up a large percentage of the investment.  However, what I am about to show you may convince you stay away from mutual funds forever.  Here’s why… Let’s take a look at $10,000 invested over 30 years with an average annualized gain of 10% (see chart below) Now, let say you invest in a fund with an expense ratio of 0.5% (typical for index funds), after 30 years you would be sitting on $150,132 and paid a life time total of $24,362 (or 14%) in expense fee.  Now let’s look at another example, if you invest in an exotic mutual fund with an expense rati

How To Invest in Mutual Funds How to evaluate mutual funds and decide which type of investment fund is right for you.It Can Be Very Easy to Get a Piece of the Mutual Fund Action!If you are anything like most people, you would like to see your money multiplying while you are not using it. It [...]

Two days ago, I finally decided to sell off all my mutual fund holdings. The decision was made after a few days of internal struggling and I decided that it is not worth keeping the funds emotionally. I still do not know the deal prices that the funds will get sold at, but I would guess that [...]

I have been seeing many posters on Exchanged Traded Funds (ETFs) recently and they are basically promoting ETFs as having superior performance compared to Mutual Funds. Of course, there are many people who would look at these posters and shout “Oh! It’s SGX who puts up these posters, they got to be right since they [...]

A mutual fund is nothing more than a collection of stocks and/or bonds. You can think of a mutual fund as a company that brings together a group of people and invests their money in stocks, bonds, and other securities. Each investor owns shares, which represent a portion of the holdings of the fund. You can [...]

United States and Europe are still the first choice of mutual funds investment place. Until first quarter of 2007, the cash flow mostly still concentrates in both of these countries. This condition is the next aftermath of mutual funds investment works in the third and fourth quarter of 2006.This survey is released by Bruno Lee, Head of Wealth Management HSBC (Hongkong and Shanghai Banking Corporation) in press conference (Monday, June 11th, 2007).“North America is the most attractive place for investment in regional stock (44%) followed by Europe-include Great Britain (28%). For the regional fix income mutual funds type, the United States bonds take the biggest share for about 85%, while the Europe only for about 10%”, said Bruno Lee.This HSBC survey was taken on 10 investment managers. In the end of first quarter of 2007, those investment managers have gathered asset over US$ 4.3 trillion, 3.07% higher than foregoing quarters.The stock mutual funds have giving the biggest contrib

A good many people enjoy following the stock market, studying brokers’ research reports, and making their own investment choices. They boast about the winners and keep quiet about the losers. Others, who want to invest in common stocks, because they hope for a better yield than they can get on fixed-income securities, find the task of investment management an onerous one. Wealthy people can afford to pay investment counsel and can buy a diversified portfolio of stocks without paying too much in brokerage charges. People with $ 10 or $ 20 thousand to invest in stocks cannot afford to pay too much for investment advice and find it difficult to get a diversified portfolio. Mutual funds answer their problem.Common-stock mutual funds issue shares at, say, an initial price of $ 100 share. They invest the proceeds, less a commission, in common stock. The value of the funds’ shares fluctuates with the fortunes of the stocks held by the fund. The Net Asset Value (NAV) of a share is computed

The rules regarding hedge fund investing are very strict and they restrict investors with a small asset base from participating in the lucrative returns that come with the asset class. However, there are mutual funds currently employing strategies typically seen in hedge funds. The construction of this portfolio strategy is similar to that of a “fund of funds” hedge fund approach, which invests in different hedge funds that use various investment strategies. The approach of purchasing many “hedge-fund” mutual funds, gives the investor diversity which combats the potential risks that come with investing in individual management firms and potential fund-related risks. The back-test of an approach utilizing the “hedge fund” mutual funds shows comparable returns to that of overall equity markets—with much less volatility. The portfolio appears to be a great hedge against market downturns because the strategies used in the majority of the funds are long-short, which involv

The rules regarding hedge fund investing are very strict and they restrict investors with a small asset base from participating in the lucrative returns that come with the asset class. However, there are mutual funds currently employing strategies typically seen in hedge funds. The construction of this portfolio strategy is similar to that of a “fund of funds” hedge fund approach, which invests in different hedge funds that use various investment strategies. The approach of purchasing many “hedge-fund” mutual funds, gives the investor diversity which combats the potential risks that come with investing in individual management firms and potential fund-related risks. The back-test of an approach utilizing the “hedge fund” mutual funds shows comparable returns to that of overall equity markets—with much less volatility. The portfolio appears to be a great hedge against market downturns because the strategies used in the majority of the funds are long-short, which involves g

Vanguard Small Cap Banks Big Gains Proof that cream rises to the top can be found in Vanguard’s Small Cap Index Fund. A long spell of outperformance of fast-growing small-cap stocks over larger caps has pushed some highly rated holdings to the top of the index the fund tracks: the MSCI U.S. Small Cap 1750. The fund holds 1,706 names. In the three years ended April 25, Vanguard Small Cap Index returned 14.7% a year vs. 16.7% for its group and the S&P 500’s 11.48%. In the past 12 months, the index fund gained 11.37% vs. 12.65% for small-cap core funds tracked by Morningstar and 17.07% for the S&P 500. Year to date, it was ahead 8.08% vs. its peer group’s 7.01% and the broader market index’s 6.01%. The passively managed fund is adjusted daily to keep it close to the index’s weightings. Company market caps range from $83 million to $5.84 billion. MSCI constructs the index by first dividing the small-cap universe into 10 sectors. Next, it ranks stocks w

As mentioned in a previous post about the performance of the Leveraged ETF portfolio, I am currently testing a fully diversified portfolio that should perform in any type of market. While the performance may be mute and more of an average, the risk should be a lot less than a pure equity portfolio. The performance is also magnified by the leverage aspect of the portfolio which will increase the total returns, but may increase the portfolio’s risk. I put together a portfolio of different ETFs and Mutual Funds and the composition is as follows: (Name - Ticker Symbol - Allocation) Direxion S&P 500 Bull 2.5x - DXSLX - 33.74% ProFunds Ultra International - UNPIX - 12.27% ProFunds Ultra Emerging Markets - UUPIX - 4.29% ProShares Ultra Real Estate - URE - 4.91% PowerShares DB Commodity Index Tracking - DBC - 6.13% Direxion 10 Year Note Bull 2.5x - DXKLX - 10.74% ProFunds U.S. Government Plus - GVPIX - 6.13% Vanguard Convertible Securities Funds - VCVSX - 6.13% PowerShares Listed P

For AY 2007-08, what mutual funds are eligible for Sec 80 C?Your Email : colmitra@..........com The mutual funds eligible for 80C deduction are almost all the mutual funds which are recognized by SEBI. Section 80C under sun section [xiii] states as under"(xiii) as subscription to any units of any Mutual Fund notified under clause (23D) of section 10 or from the Administrator or the specified company under any plan formulated in accordance with such scheme as the Central Government may, by notification in the Official Gazette, specify in this behalf;"You can get the list of notified mutual funds u/s 10[23D ] here.

Recently I was invited to appear on a live CNNfn television show to discuss my article "How to evaluate Load vs. No Load Mutual Funds." (You can read that article on my website ) As the producer and I were working out the logistics of my appearance, she mentioned in passing that "most people can't afford an investment advisor." While that

Here are some facts that might make many fund investors question why they have chosen to invest in funds at all. According to John Bogle, former CEO of Vanguard Funds, one of the most trusted authorities on investing in mutual funds and a strong advocate for ordinary investors, such investors typically get poor returns on their investments. How poor? Between 1984 and 2002, the average stock