Mutual Fund Winners & Losers for 2011: Surprises From S&P, Morningstar
Take a guess on which mutual fund was the bigger winner in 2011: a pure emerging-markets fund or a fund that has purchased no new stocks in 75 years.
Four Strong Companies With Stable Dividends Might Beat Treasuries
Slipping quality, miniscule returns—emerging market banana republic? Actually, U.S. Treasury bonds.
In the third quarter, an unusual situation arose in U.S. financial markets: dividend yield on stocks surpassed the interest rate on the 10-year Treasury bond. While some technical analysts saw this as a strong “buy” signal, and the market did subsequently rally, the real explanation is probably far less favorable...
Do Credit Ratings Matter?
Over the past few years, credit rating agencies have done a lot to diminish their credibility. Not only did they contribute to the Great Meltdown by inaccurately rating debt, but they have allowed the role of credit ratings to become murkier. What do the ratings now mean for financial advisors...
10 Best Investments for a Default or Downgrade
Municipal investments are at risk of default, money markets have broken the buck and now the U.S. Government is at threat of a downgrade—where in the world can investors find safety?
S&P Equity Research, Showing Not All S&P 500 ETFs Alike, Favors SPY
An S&P Equity Research report on S&P 500 index ETFs finds that what's inside matters most--namely, stock weightings.
Markets, ETFs Move Up as Oil Stocks, Prices Rise
Due to both the political unrest in Egypt and strong corporate earnings, oil-related funds and stocks strengthened on Monday.
Energy ETFs for a Double-Dip Economy
There are ways for even conservative investors to carve out positions in this profitable sector.
ALPS Launches Commodity Stock Fund
Investors interested in natural resources stocks have another commodity ETF to choose from. The Thomson Reuters/Jeffries CRB Global Commodity Index Fund (CRBQ) from ALPS Funds has just debuted.
Changing Shades of Blue
As of December 31, 2008, the top five holdings in Massachusetts Investors Trust, which this year celebrates the 85th anniversary of its founding, were the...