MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Monday, November 2, 2009 Low Volatility Funds at AIM, Janus and Royce Get Props from the WSJ To recover completely from a loss of 50 percent requires a gain of 100 percent. In the Wall Street Journal's monthly "Investing in Funds" section, Karen Damato highlights the pain of volatility over the past year and a half. Damato points to several low volatility mutual funds for standing out from the pack, not for high 2009 returns but for low 2008 losses that are easier to recover from. Damato seeks input on the subject from Morningstar's Don Phillips, Lipper's Tom Roseen and S&P's Todd Rosenbluth. Ron Sloan's AIM Charter, Tom Perkins' Perkins Mid Cap Value and Charles Dreifus' Royce Special Equity all gain praise in the article. Printed from: MFWire.com/story.asp?s=23104 Copyright 2009, InvestmentWires, Inc. All Rights Reserved |