Monday, January 01, 2007
Companies Offer Simple Mutual Funds
To buy mutual funds is a easy start to invest. Many mutual fund companies offer so many funds that investor get lost in picking the right funds to invest, including Fidelity and Vanguard. Some companies are able to limit the proliferation of numbers of fund. Good examples are Oakmark Funds and T. Rowe Price.
OAKMARK FUNDS
Small firm. Only seven funds, all highly rated with superb performance. OAKBX is great for asstet allocation fund, and OAKGX is great for internation exposure. The only problem is many funds are closed to new investors.
T. ROWE PRICE FUNDS
Large firm, still manage to keep small number of funds compared with other big mutual fund companies. It offers several good funds, including the Capital Appreciation Fund PRWCX. Forget about Legg Mason Value Trust Fund, which beat S&P 500 for 15 years only ending in year 2006. What about PRWCX never had a down year for 19 straight years?
OAKMARK FUNDS
Small firm. Only seven funds, all highly rated with superb performance. OAKBX is great for asstet allocation fund, and OAKGX is great for internation exposure. The only problem is many funds are closed to new investors.
T. ROWE PRICE FUNDS
Large firm, still manage to keep small number of funds compared with other big mutual fund companies. It offers several good funds, including the Capital Appreciation Fund PRWCX. Forget about Legg Mason Value Trust Fund, which beat S&P 500 for 15 years only ending in year 2006. What about PRWCX never had a down year for 19 straight years?
# posted by SIMPLE FINANCE @ 5:03 PM 
