Word: risks
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Dates: during 2000-2009
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...underlying fundamentals of the stocks in their portfolios, which could lead to a performance problem in 2010. "Using only a backward-looking approach to selecting funds [i.e., past performance] has significant flaws because it ignores the fundamentals of the stocks owned by the fund along with relevant risk and cost factors of the fund," the report said. (See five painless ways to cut expenses...
...should give investors cause for concern." It noted that the fund significantly lagged its peer average in 2007 and 2008, pushing it into the bottom quartile on a three- and five-year total return basis. Also, S&P analysts contend the fund's securities are currently overvalued and pose risk based on their growth and consistency when it comes to historical earnings and dividends. It also cited the fund's cost factors as contributing to the fund's weaker ranking...
...positively on S&P Fair Value and for its low-cost factors-components in the S&P fund ranking." The fund's portfolio manager, Mark Oelschlager, says his fund always seeks out stocks based on valuation and long-term investment. His fund started moving into cyclical stocks and increasing risk late last year at a time when "fear was rampant" in the market because "it was mispriced," he says. "We pay a lot of attention to valuation," adds Oelschlager. "This paid off this year and we think it will pay off next year as well...
Such factors are the ones to consider, says S&P analyst Todd Rosenbluth, along with fundamentals, risk, performance track record and cost factors. "Before making a selection, make sure to look at not just the gains the fund may have achieved this year, but also aim to understand the fundamentals of its performance, risk and cost factors," he said, in a statement. "This year's top fund could repeat their success in 2010 or be next year's bottom funds...
Part of the media coverage has focused on the developing drama between Democrats and Republicans. In this sense, they are merely spectators of American politics and say little that really implicates them. The Financial Times emphasized the political risk that the surge represents for the commander-in-chief with the headline, “Obama gambles his presidency on Afghanistan,” as did Le Monde, both in its news coverage and in an editorial titled...