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Special Report on

Momentum Investing and Mutual Funds

momentum investing and mutual funds special research report Photo by www.cxoadvisory.com
approach is essentially momentum-based (with funds rather than stocks), as follows: “Upgrading involves measuring near-term performance of mutual funds (twelve months and less) and comparing them to returns of other funds with similar risk. We invest in funds with the best recent returns, and hold them as long as they continue to outperform. When a fund drops in our ranks, we ‘Upgrade’ to the new market leaders.” Using results of relevant research, the performance data presented by NoLoad FundX and actual performance data for the FUNDX mutual fund, we conclude that: There is ...
REVIEWS AND OPINIONS
Buy Stocks. Better Buy Stocks Also, list penny stocks companies ...
market research, surveys and trends
Mutual Funds- Are They Worth Your While? Part Two
In part one of this series, I spoke about some of the pros and cons of mutual funds. I let you know that there are a number of expenses that come with investing in a mutual fund, including the high price of management fees and brokerage fees that come with trading frequently. But, the fund manager is bound by a responsibility to find the best deals on commission for you that she or he can. Also, the expertise of a fund manager can be quite helpful for beginners when they start to invest. Also, a number of mutual funds offer more than one class of shares. The way it works is like this: every class invests in the same pool of ... market research, surveys and trends

SURVEY RESULTS FOR
MOMENTUM INVESTING AND MUTUAL FUNDS

Momentum Investment Strategies of Mutual Funds, Performance ...
the tendency of the majority of mutual funds to actively invest on momentum [ Grinblatt, Titman, and Wermers (1995; GTW)]. Investing in last year's best ... industry trends, business articles and survey research
Fundmastery Blog » Hedge Funds
We have not written much about momentum investing, which is in its simplest form trend following.  Take a given index such as the S&P 500 and track it over time.  When it begins moving up, buy in.  When it begins falling, sell. George Soros and Reflexivity Perhaps the most famous proponent of momentum investing or trend-following investing is George Soros.  In his book, The Alchemy of Finance (Wiley Investment Classics), Soros wrote that markets are inherently reflexive. That is, buying begets more buying until a peak is reached and then selling begets more selling until a bottom is reached. A market that is hot (say oil in ... industry trends, business articles and survey research
RELATED NEWS
RYDEX|SGI Becomes Industry's Largest Provider of Alternative Investment Mutual ...
ROCKVILLE, MD--(Marketwire - July 12, 2010) -  Rydex|SGI continues to build on its reputation as a leading provider of alternative investments with the introduction of four mutual funds that may help investors weather the ups and downs of challenging market environments. The firm today announced the launch of the following funds: With the addition of these new funds, the company's alternatives lineup includes 12 mutual funds and nine exchange-traded products, making Rydex|SGI the industry's leading provider of alternative investment mutual funds as measured by the number of product offerings. 2 "Investors are ... market trends, news research and surveys resources
Bending On The Downside
hough the benchmark bombay stock exchange Sensitive Index (Sensex) touched the psychological 18000 mark twice this month (on 12 July and 14 July), it failed to keep momentum above that number, and closed below that level at the end of the trading session. Does the stockmarket have enough steam to cross that level and reach higher ground in the coming weeks? Surprisingly, there are more bears in the market than bulls who support that view. Stockmarket analysts believe that the markets will not get enough support from the domestic economy to sustain an upside rally. Moreover, they say, the behaviour of foreign ... market trends, news research and surveys resources

INFORMATION RESOURCES

Momentum Investing and the Asset Allocation Decision∗
that of Bange and Miller (2004), who examine momentum investing in the context ...... Investor Flows and the Assessed Performance of Open-end Mutual Funds, ... technology research, surveys study and trend statistics
Mutual Funds and the US Equity Market
Sheridan Titman, and Russ Wermers, ''Momentum Investment Strate- gies, Portfolio Performance, and Herding: A Study of Mutual Fund ... technology research, surveys study and trend statistics
REAL TIME
MOMENTUM INVESTING AND MUTUAL FUNDS
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QUESTIONS AND ANSWERS
I am trying to pick a portfolio of mutual funds using Modern ...
A lot of people have tried putting together surveys to get at a customer's risk tolerance. Since you're doing it on your own you might try something like this: At 1% return, I would accept XX% standard deviation. At 2% return, I would accept XX% standard deviation. ... At 25% return, I would accept XX% standard deviation. (another way to ask the question is a 50% standard deviation I would demand XX% return) The resulting points should represent your risk tolerance function fairly well. Then draw your SML and you should be good. That said the standard portfolio theory model isn't working particularly well right ...
Google Answers: Books dealing with mutual fund market timing as a ...
I am researching historical practices of mutual fund market timing for the period prior to September 2003. This is an investment approach that involves rapidly switching funds between an equity mutual fund and a money market mutual fund. Since September of 2003 there has been an industry wide crack down on the practice of mutual fund market timing and a number of mutual funds have paid large settlements to the SEC to settle charges that they allowed market timing that was not in the best interest of mutual fund shareholders. The particular angle that I am researching is the extent to which mutual fund market timing was an ...