Here’s the latest update, which includes the Cutline pricing information after a week of market gains. Not surprising, equity funds showed strong upward momentum over the past few trading days: RYAZX (small value) moved from -15 to +3 FAIRX (mid-cap blend) moved from -14 to +4 FSAGX (gold) moved from -2 to +14 In the bond area, we saw the …
Mutual Funds On The Cutline—Updated as of 4/18/2011
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
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 …