…his fund has outperformed 92% of its peers, although it’s near the bottom for this year. Fuss says, “In the fixed-income markets, we have to deal with low rates and…
Search Results for: low-volatility funds
Birinyi: Bull Market to Continue Onward & Upward
…repeatedly been proven right. In December 2008, he said the stock market had reached its low. In September 2011, he said the Greek debt crisis would not drag U.S. companies…
Don’t Get Spooked By Value Stocks
…in value funds don’t take advantage of the premium that value stocks tend to earn,” Reese writes. He offers data showing how value fund investors underperformed the funds in which…
Don't Get Spooked By Value Stocks
…in value funds don’t take advantage of the premium that value stocks tend to earn,” Reese writes. He offers data showing how value fund investors underperformed the funds in which…
John Bogle Suggests Low Returns Likely Over the Next Decade
…high and selling low) are likely to reduce returns even further, perhaps as low as 1.5% or even to negative returns. At the same time, however, he notes that he…
John Bogle Suggest Low Returns Likely Over the Next Decade
…high and selling low) are likely to reduce returns even further, perhaps as low as 1.5% or even to negative returns. At the same time, however, he notes that he…
Guru Stock Screen of the Week: Lynch Approved Stocks + Low Valuations + Long-Term Earnings Growth + Dividends
…own criteria. This week’s screen looks for stocks that pass our Peter Lynch-based model and also have low valuations, solid long-term earnings growth, and an above average dividend yield. The…
Paulsen Predicts Lower Returns and Riskier Market Ahead for U.S. Investments
James Paulsen, chief investment strategist at Wells Capital Management, suggests that low unemployment is likely to precipitate decline in U.S. stocks and bonds. “Post-war history suggests investors should prepare for…
The Advantages of an Active Value Management Approach
…between passively managed funds that treat “value” as a factor and a fund actively managed using a value approach to make investment decisions. The newsletter suggests that “value as a…
Stocks Trading Near 12-Month High May Be a Good Investment
…Volatility among these stocks was also significantly lower than the benchmark. The results appear to hold up over time. In 67 of 95 quarters (71%) since 1992, stocks trading near…