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MUTUALFUNDS Articles

Ken Kam

Choose These Mutual Funds If They Are Available In Your 401(k) Plan

One of the most important financial decisions you are ever going to make is how to invest your 401(k). Here is how can you find the best mutual funds from your plan's options. ... Read More

Ken Kam

Investing With The Greatest Mutual Fund Managers

With a trade war looming, let's make sure we have our money in the hands of the best mutual funde managers. ... Read More

Ken Kam

Greatest Fund Manager Update: Stick With Delaware Healthcare And 3 Others

Three of the four mutual fund managers I recommended beat the S&P 500 in June. Only the Oppenheimer Global Opportunities fund lost money. What happened and what should we do? ... Read More

Ken Kam

Why Index Funds Are Not Always Your Best Choice

If you can live with a long-run return that approximates the long-run growth of the economy (about 3%) plus inflation (about 2%), an S&P 500 index fund may be just what you need. ... Read More

Ken Kam

The Best Reasons To Index May Not Apply To You

Today, index funds are recommended for everybody. But index funds were created to meet the needs of pension funds that few individual investors share. Here's why indexing makes sense for pension funds, but maybe not for you. ... Read More

Ken Kam

Greatest Fund Managers Redux : 4 That Are Keepers

Star mutual fund managers you can still invest with. ... Read More

Ken Kam

The 6 Greatest Mutual Fund Managers Of The Last Decade To Use Now

Step aside Peter Lynch, here are the best active managers running mutual funds. ... Read More

Ken Kam

Why Warren Buffett Does Not Run A Mutual Fund

Ever wonder why Berkshire Hathaway is a corporation rather than a mutual fund? Here are three are good reasons why Warren Buffett prefers to pay the corporate tax rather than become a mutual fund. ... Read More

Ken Kam

How Rising Interest Rates Are Driving Bond Funds Down

A lot of people invest in bond funds when stocks are volatile in order to preserve capital and reduce risk. It's not working this time. As of today, 73% of Morningstar's taxable bond funds and 90% of municipal bond funds have lost money so far this year. Here's why. ... Read More

Ken Kam

Would You Have Fired Warren Buffett?

I've heard from a number of readers who invested with Warren Buffett in the mid-90s, but fired him too soon. Here's why so many people made the same mistake, and the lessons we can learn from them. ... Read More

Ken Kam

Seasoned Fund Managers Have Done Better Than You Think

Many advisors recommend index funds over mutual funds. That's why it might surprise you to learn that 54% of mutual funds where the manager's tenure was at least five years beat the S&P 500 for the last five years, after all fund expenses. Here's what to make of this. ... Read More

Ken Kam

Why You Should Avoid Fund Managers With Less Than 3 Years Tenure

Why anyone would want someone with less than 3 years of track record to manage their money is beyond me. But it seems to happen a lot. ... Read More

Ken Kam

Should You Invest With Morningstar's Top Manager Of The Decade?

In 2010, Morningstar named Bruce Berkowitz the Manager of the Decade. Berkowitz, a value manager, was widely considered to be the next Warren Buffett. Yet, if you had invested in Fairholme when it was in the limelight, you would have done poorly over the long term. Here's what happened. ... Read More

Ken Kam

Top 3 Questions To Ask A Fund Manager Before You Make A Change

At the end of the first quarter, Morningstar's premium fund screener says almost 60% of U.S. equity funds have lost money. If you are considering leaving one of these funds, here are 3 questions to ask about the fund manager before making a decision. ... Read More

Ken Kam

Traditional Investment Advice Only Works For People Who Are Already Rich

Most investment advice is designed to preserve wealth not create it. If you are not already rich, traditional investment advice won't work for you. ... Read More

Ken Kam

BlackRock's New Large Cap Managers Off To A Rocky Start

In April, BlackRock replaced the managers of 3 Large Cap funds. The new managers are off to a rocky start as all three funds have underperformed the S&P 500 since the change. It is time to consider alternatives. ... Read More

Ken Kam

Investing With The Top Technology Managers

Through the end of July, the iShares Technology ETF (IYW) is up almost 22%, well ahead of broader market benchmarks. If you are thinking of investing in tech stocks after a rally like that, here's what you need to know. ... Read More

Ken Kam

Investing With The Top Biotech Managers

Biotech stocks have taken off since President Trump took office. Through the end of July, the iShares Biotech ETF is up almost 19%, well ahead of broader market benchmarks. If you are thinking of investing in biotech stocks after this rally, here's what you need to know. ... Read More

Ken Kam

10 Managers Who Beat The Top Mutual Fund For The Past Decade

Marketocracy’s freshly updated rankings show 10 managers whose model funds did better than the top mutual fund for the past decade. Clients have been able to invest in 3 of them for the past 3 years. Here is how they are doing with real money. ... Read More

Ken Kam

Why Index Funds Are Almost Always Better Than A Multi-Manager Fund

The Mutual Fund Observer reports that 40 mutual funds changed their management teams in April. Mutual fund companies largely expect shareholders to accept these changes without asking questions, and most of the time that is exactly what happens, but should it be? ... Read More

Ken Kam

What To Do When Your Mutual Fund Changes Its Manager

Funds run by Wells Fargo, Transamerica, and Templeton are among 40 that changed managers last month. What should you do when your mutual fund notifies you they will be changing managers and perhaps even changing strategy? ... Read More

Ken Kam

S&P Chastises 82% Of U.S. Fund Managers But Their Analysis Is Flawed

Standard & Poor's says 82% of managers lagged their benchmarks over 15 years. But, one cannot judge a manager’s returns without taking into consideration the risks that were taken. A manager who delivers 95% of the market’s return with only 80% exposure to the market has done a great job. ... Read More

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