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Fund Reviews

A Look Back at the Past Year of Mutual Fund Reviews and Their Performance

Starting in January of 2007, I began highlighting various mutual funds and provided a brief analysis and review of each. Some of the funds are very well-known, while others are small and go practically unnoticed by the investing community. I don’t claim to be an expert fund selector, and none of these funds are recommendations [...]

Mutual Fund Review: Royce Micro-Cap Fund (RYOTX)

On January 14th, 2008 Royce reopened a number of funds, including the Royce Micro-Cap Fund (RYOTX). I’ve always been a fan of the Royce family of funds, and I’m thrilled to see this fund opening to new investors once again. This fund is a true micro-cap fund with over 75% of its holdings falling [...]

Mutual Fund Review: T. Rowe Price Media & Telecom (PRMTX)

Once you have built a core portfolio that adequately diversifies your holdings across the broad market, it’s time to begin thinking about accenting your portfolio with some specialty funds. While specialty funds shouldn’t make up a large portion of your portfolio, they can certainly help your returns if you find favorable industries/sectors to invest in.
That [...]

Mutual Fund Review: Dupree Intermediate Government Bond (DPIGX)

With the recent market volatility there has been more people becoming interested in bonds and bond funds. Well, I have some bad news for you. If you wait until the market already makes its move down and then decide to get into bonds, you’re too late. Nevertheless, this market activity reinforces the importance of having [...]