No Load Fund/ETF Tracker updated through 4/6/2007

Ulli Uncategorized Leave a Comment

My latest No Load Fund/ETF Tracker has been posted at: http://www.successful-investment.com/newsletter-archive.phpUpward momentum pushed all major market indexes higher. Our Trend Tracking Index (TTI) for domestic funds moved higher as well and now sits +4.58% above its long-term trend line (red) as the chart below shows: The international index rallied as well and has now moved to +9.10% above its own …

Mutual Fund Companies: Why go from No Load to Load?

Ulli Uncategorized 2 Comments

The recent Morningstar story, that American Century is planning to shake up its funds and increase their load fund lineup from 26 to 39, has been bugging me all weekend. I simply don’t get it. Well known funds like TWEIX, BEQGX and TWCUX, among others, are set to transition from the no load share classes to the load lineup. The …