Only 42 out of 260 equity mutual funds consistently outperformed the Nifty 50!

A reader asked, “If we compare the performance of actively managed mutual funds across categories, how…

Market Perspective for October 3, 2022

It was another depressing and down week for the major stock market indexes. On Friday, the…

Briefly Noted | Mutual Fund Observer

By TheShadow Not a major surprise, but there are a load of active ETFs in the…

Closed-End Private Real Estate Interval Funds: A Job Well Done! Thank You and Bye-bye.

By Devesh Shah You cannot praise them enough. Don’t take my word. Look at the MFO…

Series I Bonds: A Ray of Hope

By Devesh Shah There are not many winners this year, but simplicity has taken the cake.…

William Blair Emerging Markets Small Cap Growth: the star fund you might or might not be able to get

By David Snowball William Blair Emerging Markets Small Cap Growth (WESNX) is a purely outstanding offering.…

Shining the Light into Black Box Funds

By Charles Lynn Bolin Source: PublicDomainPictures.net A reader on the Mutual Fund Observer Discussion Board asked…

Rebalancing, Portfolio Restructuring, Tax Loss Harvesting

By Devesh Shah Down years in the financial markets are a heavy burden on asset holders.…

Global Momentum Guide for October 3, 2022

Click Here to view today’s Global Momentum Guide –   – WEEKLY SECTOR MOVERS – The…

Do not be afraid: Advice to investors and other friends

By David Snowball An impending civil war in the US. A planet on fire. The worst…