Funds

Holdings and activity of leading value funds.

Are Balanced Mutual Funds Still Relelvant?

(via amateurassetallocator.com)

Balanced funds are as old as mutual funds themselves, but are they still relevant in today's world of modern portfolio theory?

Best Index Funds: Does Vanguard Still Rule The Roost?

(via amateurassetallocator.com)

Does vanguard still have the best index funds?

Which Vanguard International Index Fund Is Best/

(via amateurassetallocator.com)

When it comes to international index funds, there are still only primarily two horses in town, both from Vanguard: the Total International Index Fund and the FTSE All-World Ex US Fund. Which is better?

Jacob Wolinsky Interviews Famous Value Investor Whitney Tilson

(via valuewalk.com)

Jacob Wolinsky interviewed Whitney Tilson, the founder and Managing Partner of T2 Partners LLC and the Tilson Mutual Funds. The former manages three value-oriented private investment partnerships, T2 Accredited Fund, Tilson Offshore Fund and T2 Qualified Fund, while the latter is comprised of two value-based mutual funds, Tilson Focus Fund and Tilson Dividend Fund.

New Egypt ETF Pricey but Promising

(via fundcom.wsodlabs.com)

According to Trang Ho of IBD, Egypt’s market has outperformed all other countries in the region so far this year and the past 12 months.

Market Monitor-Jeff Everett, Founder & Portfolio Manager at Everkey Global Partners

(via www.pbs.org)

The Nightly Business Report interviewed Jeff Everett, founder and portfolio manager at Everkey Global Partners.

An Index Fund Strategy For Early Retirees

(via earlyretirementblog.com)

Young retirees have a tendency to reach for yield in an effort to squeeze more income out of their retirement portfolio. Here's a less-suicidal strategy.

Evaluating Mutual Fund Performance

(via amateurassetallocator.com)

When comparing the performance of different mutual funds, it's important to compare their performance to the relevant benchmark, and not necessarily against each other or some irrelevant benchmark (like the Dow).

The Five Best International Mutual Funds For Your IRA

(via amateurassetallocator.com)

International diversification is essential in today's globalized economy. Here are the five best non-US mutual funds for your IRA.

Bruce Berkowitz on PBS Nightly Business Report

(via www.pbs.org)

Tonight's Of Mutual Interest interview focuses on a leading large cap value fund -- The Fairholme Fund (FAIRX). NBR's Paul Kangas asks Fairholme's Bruce Berkowitz about the fund's performance. Berkowitx also talks about some sectors he likes.

Notes from Best Ideas Symposium

(via www.distressed-debt-investing.com)

A great compilation of notes from the Great Investors' Best Ideas symposium, an event held in Dallas last week.

The Vanguard Asset Allocation Fund (VAAPX) Isn’t Worth Owning

(via amateurassetallocator.com)

The Vanguard Asset Allocation Fund would be better off dead.

Buffett's Strategy Lives in These Mutual Funds

(via www.thestreet.com)

Recently, Morningstar analysts studied funds that invest in stocks with wide moats. They found that the funds proved relatively resilient during the rough markets of the past year.

Big bargains in beaten-down stocks - Bruce Berkowitz

(via money.cnn.com)

Fairholme Fund manager Bruce Berkowitz is going on the offensive and buying up value stocks that he says are ready to bounce back.

DFA Funds: Better Than Vanguard?

(via amateurassetallocator.com)

Do DFA index funds beat Vanguard's?