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Berko: These mutual funds will provide for granddaughter

2015-10-11 16:25:52| Industrial Machines - Topix.net

Dear Mr. Berko: I have $85,000 to invest for pure growth for my 4-year-old granddaughter. I want to buy five to seven no-load mutual funds with small portfolios - ones containing about 40 individual issues.

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Best And Worst Q3'15: Industrials ETFs, Mutual Funds And Key Holdings

2015-07-30 18:52:12| Air Courier - Topix.net

The Industrials sector ranks third out of the 10 sectors as detailed in our Q3'15 Sector Ratings for ETFs and Mutual Funds report. It gets our Neutral rating, which is based on aggregation of ratings of 19 ETFs and 17 mutual funds in the Industrials sector.

Tags: key funds worst mutual

 
 

Best And Worst Q3'15: Consumer Staples ETFs, Mutual Funds And Key Holdings

2015-07-23 19:56:16| Agriculture - Topix.net

The Consumer Staples sector ranks first out of the 10 sectors as detailed in our Q3'15 Sector Ratings for ETFs and Mutual Funds report. It gets our Attractive rating, which is based on aggregation of ratings of 10 ETFs and 14 mutual funds in the Consumer Staples sector.

Tags: key consumer funds worst

 

3 mutual funds were fined for charging clients too much money

2015-07-08 13:59:58| Apparel - Topix.net

Wells Fargo , Raymond James and LPL Financial have been fined more than $30 million combined for overcharging clients on Class A shares from July 2009 through 2014. Investment News reports, "The firms either passed along the charges improperly or put investors into Class B or C shares, which come with high back-end and ongoing fees."

Tags: much money clients funds

 

US mutual funds cut expenses by shifting billions to trusts

2015-03-09 07:29:03| Airlines - Topix.net

BOSTON: Mutual fund companies, including No. 2 Fidelity Investments, have slashed fees on their most popular funds by shifting billions of dollars into collective trusts not regulated by the US Securities and Exchange Commission.

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