A reader wants to know, “Which debt mutual funds are suitable for short-term and long-term goals?”…
Category: MUTUAL FUNDS
Briefly Noted | Mutual Fund Observer
By TheShadow Updates Morningstar expresses concerns with Akre Focus (AKREX). On March 31, 2024, this portfolio…
Fund Family Performance for Equity ETFs
By Charles Lynn Bolin I went on a Bucket List Adventure to Yellowstone National Park last…
FPA Queens Road Small Cap Value (QRSVX)
By David Snowball Objective and strategy The fund seeks capital appreciation by investing in the stocks…
Asset Allocation & International Equities, Part I: What is the right percentage allocation?
By Devesh Shah Introduction: “Can you improve the returns of this endowment portfolio?” In late 2022,…
To Augustana’s class of 2024: money is not your master
By David Snowball Hi, guys. You made it. You survived Covid and being kicked off campus…
June 1, 2024 | Mutual Fund Observer
By David Snowball Dear friends, It’s been a whirlwind month for us. In just about 30…
Global Momentum Guide for June 3, 2024 – Mutual Fund Investor Guide
The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…
Market Perspective for June 2, 2024 – Mutual Fund Investor Guide
The shortened holiday trading week saw the broader indexes close modesty lower. Tuesday began the week…
Global Momentum Guide for May 28, 2024 – Mutual Fund Investor Guide
The Mutual Fund Investor Guide is completely independent of, and not affiliated with any investment firms…