Invest Skeptically

Know what you’re buying and invest skeptically.

Invest Skeptically header image 4

Entries Tagged as 'Funds & Mutual Funds'

On Being “Streetwise”

January 16th, 2008 · 7 Comments

ING Direct Canada has launched its Streetwise Fund:
ING DIRECT is once again challenging the high fees Canadians pay for investing and bringing diversification at a low cost to the masses with the launch of a new index-based mutual fund called the Streetwise Fund. The Streetwise Fund is a diversified balanced fund which incorporates several [...]

[Read more →]

Tags: Advertisements · ETFs · Funds & Mutual Funds

A warning to use Morningstar tools appropriately

July 14th, 2007 · No Comments

Chuck Jaffe at MarketWatch writes, Dancing with the stars, and warns mutual fund investors to take the Morningstar tools for what they are. The two examples he cites as misused/misinterpreted tools are the star rating system and the style box description.
His conclusion: “Use Morningstar’s tools as intended — as helpers, and not decision-makers — [...]

[Read more →]

Tags: Funds & Mutual Funds

Copycatting

July 4th, 2007 · No Comments

Duncan Hood writes, “Steal this column,” in Canadian Business Online. He refers to a research paper that suggests copycat funds — that simply mimic mutual funds at each public disclosure (funds have to release their holdings at least semi-annually) — can yield similar returns to the mutual funds they copy, and, in the [...]

[Read more →]

Tags: Funds & Mutual Funds · Strategy

Everyone Hates Mutual Fund Fees

June 30th, 2007 · 2 Comments

Today’s blog is about mutual fund fees. More specifically, the following are some links from other people on the internet ranting about how evil they are.
Here’s a column by Robert Kiyosaki at Yahoo! Finance, here’s another, and another, by Duncan Hood at Canadian Business Online, and here’s one by John Chow the famous blogger [...]

[Read more →]

Tags: Funds & Mutual Funds

Ethical Funds are a Marketing Gimmick

June 26th, 2007 · No Comments

Ian McGugan writes, Confessions of an unethical investor, for Canadian Business Online and discloses his own “unethical” portfolio.
He writes: “It’s my experience that as long as a company operates within the law, intelligent people can debate its ethical stature from now until dividend day without reaching a conclusion [...] Ethical investing assumes that somebody — [...]

[Read more →]

Tags: Funds & Mutual Funds · Strategy