Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:An ETF Advocate IDs 2,335 Mutual Fund Lemons Not Rated 5.0 Email Routing List Email & Route  Print Print
Tuesday, April 28, 2009

An ETF Advocate IDs 2,335 Mutual Fund Lemons

by: Armie Margaret Lee

Doug Fabian has unveiled his latest list of mutual fund lemons. The list for the first quarter has 2,335 mutual funds with a combined $718 billion in assets. To make the list, a fund has to underperform its peer group average for the last 12 months, as well as for the last three- and five-year periods.

"Investors need to wake up to the reality that many mutual fund managers do not perform as well as many exchange-traded funds (ETFs) with the same investment objective,” said Fabian, president of Fabian Wealth Strategies, a Costa Mesa, California-based fee-only RIA specializing in ETFs.

The lemon list includes Dodge & Cox Stock, American Funds Bond Fund of America, Fidelity Magellan, Davis NY Venture and Fidelity Equity-Income.

To view the complete list, click here.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use