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Fund Reviews

Weekly Mutual Fund Review: Oakmark Equity & Income (OAKBX)

One of the more common things I hear from people is that they want to obtain average returns of equities but do not want the volatility that comes with it. The obvious answer would be to utilize some sort of asset allocation by introducing more stable fixed-income investments, but then you have the argument that […]

Weekly Mutual Fund Review: Amana Trust Income (AMANX)

In the past two installments of fund reviews I have profiled specialty funds. This week I take a look at a relatively common looking fund style with an interesting twist. What makes the Amana Trust Income Fund (AMANX) different is the philosophy behind it. The Amana Funds invest according to Islamic principles, […]

Weekly Mutual Fund Review: CGM Realty Fund (CGMRX)

Last week I took a look at an obscure yet successful small-cap fund called Royce Pennsylvania. This week I’m going to again focus on a specialty fund but in real estate. You are probably thinking there is no way you’d invest in real estate with all of the gloom and doom predictions about the real […]

Weekly Mutual Fund Review: Royce Pennsylvania Fund (PENNX)

A new feature here at Generation X Finance will be to review a mutual fund each week that is generally unknown to investors. Understandably we focus a great deal on Vanguard, index funds, ETFs, etc. but very little attention is given to many other investment options that may not be popular yet could find a […]