Month: March 2016

  • March 15, 2016

    Closed-End Fund Discounts

    Closed-End Funds (CEFs) tend to trade at market prices that are discounted (less than) the net asset value of the shares. In some cases, a portion of these discounts reflects underpricing due to market...

  • March 10, 2016

    Closed-End Funds

    Closed End Funds (CEFs) are quite similar to ETFs except that they generally lack the provisions that drive the market prices of the closed end funds towards their net asset values. The funds are...

  • March 8, 2016

    Exchange Traded Funds

    Exchange Traded Funds (ETFs) are an increasingly important type of mutual fund that differs in important ways from their better-known cousins: open end funds. Most investors purchase and sell ETFs on secondary markets such...

  • March 3, 2016

    Manager Named Top Alternative Asset Manager

    Each year, Morningstar recognizes the top fund managers in the following categories: Domestic Stocks, International Stocks, Fixed-Income, Allocation, and Alternative. For 2015, James Troyer, Michael Roach, and James Stetler of the Vanguard Market Neutral Fund (VMNIX)...

  • March 3, 2016

    Open-End Mutual Funds

    Open-end mutual funds are the most well-known type of mutual fund and are offered by many investment companies such as Vanguard, Fidelity, and T. Rowe Price. Investors purchase shares in open-end mutual funds directly...

  • March 1, 2016

    Mutual Fund Net Asset Values

    The net asset value of a mutual fund is an important measure of the fund’s value to its shareholders. The net asset value may be viewed as a measure of how much each share...



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