Robert is the former Chairman and CEO of the Oppenheimer group of mutual funds.
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Yet, for equity mutual funds, high past returns are a poor predictor of high future returns.
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In fact, from 1937 through 1967, growth mutual funds rather consistently trumped value mutual funds.
Beating the market with actively managed mutual funds requires investors to select winning funds in advance.
One way around this dilemma is to supplement part of your portfolio with mutual funds.
Most wealthy Americans invest in boring things: mutual funds, municipal bonds, U.S. Treasuries, and the like.
We hear that ETFs are far superior to mutual funds when they are not.
For instance, 401(k) investors are limited, in most plans, to a selection of mutual funds.
Mutual funds squeezed in an insurance package, they are overly expensive because of high internal fees.
Like traditional mutual funds, ETF NAVs are also calculated once per day after the markets close.
Rather, they invested in mutual funds or with money managers who put them into these stocks.
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Mutual funds can make capital gains distributions, often toward year end in October or November.
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It will begin brokering securities by years end and telemarketing mutual funds in 1998.
After all, in April, they put more money into stock mutual funds than they withdrew.
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The best of them beat the classic Vanguard mutual funds in the cost game.
Last year Americans increased their financial assets--checking accounts, money market funds, mutual funds, IRAs, etc.
Since then, the effect has become less pronounced, presumably as more mutual funds caught on.
UITs are priced at the end of each business day similar to mutual funds.
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The groups include mutual funds, pension funds, hedge funds, private equity, venture capital and individual investors.
ETFs make sense in Asia, where many investors have brokerage accounts but have shunned mutual funds.
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The declining cost of investing in mutual funds through 401k plans came to an abrupt halt.
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Over the last year, they have also led all mutual funds with a gain of 105.3%.
MFS's example, investors would be far better informed about the costs of mutual funds.
When that occurs, pension funds, insurance companies and mutual funds may once again purchase them.
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Edwards of failing to disclose fees it got when customers bought certain mutual funds.
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Mutual funds do not provide the transparency necessary to determine how their returns were generated.
Index exchange-traded funds (ETFs) track benchmarks like index mutual funds but trade on exchanges like stocks.
Do-Nothing Boards of Directors of mutual funds that summarily approve excessive investment advisory fees.
U.S. equity indices handily beat actively-managed mutual funds across most investment styles, but not all.
In 1997 E-Trade began offering mutual funds and the first online investments in initial public offerings.
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