Mutual Funds On The Cutline – Updated as of 5/9/2011

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This week, it was déjà vu. With most equity funds hovering way above their respective trend lines, the juggling around the cutline occurred with bond and moderate allocation funds. Despite fear of higher rates, this cutline report confirms the tendency towards lower ones; at least for the time being. For example, the most sensitive bond funds are zero-coupon funds; the …

Mutual Funds On The Cutline – Updated as of 5/2/2011

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With just about all equity funds being in the stratosphere, and above their respective trend lines, most changes occurred this week with bond and conservative allocation funds. As per the Fed, a zero interest rate policy is being maintained, and some of the bond funds are confirming this trend by heading higher and, in some cases, having crossed their trend …

Mutual Funds On The Cutline—Updated as of 4/18/2011

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Here’s the latest update, which includes the cutline pricing information after yesterday’s sell off. What’s interesting is that 2 bear market funds have broken above the cutline and moved into the +12 and +13 placement positions. The momentum figures clearly show that it’s too early to make a commitment to the short side. But when is the right time? First, …

Mutual Funds On The Cutline—Helping You To Better Manage your 401k

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With over 99% of all investors being committed to the use mutual funds in their 401k retirement plans, my weekly StatSheet was the first step in providing you with tools to make better investment decisions. Last week, I introduced “ETFs On The Cutline,” and I have now expanded this idea for use in the mutual fund arena as well. This …