Categorie: Funds
Submitted 8 months ago by
Dmartel
, Free Lance Writer
at Affordable Web Design and Marketing
There have been several changes in the Mutual Fund industry over the last several months with the changes and in light of the large jump in unemployment, we're liable to face more changes.A shift in US small cap exposure to large cap exposure has occured in many funds, and before this all ends I suspect that this trend could continue, given that small caps have been the market sweethearts for a while as the blue chip companies have been declining.Loomis Sayles for example has a solid bond fund (NASDAQ: LSBRX) which is well managed, and is currently offering a slightly more than 8% return on investments. While every investor understands that past performance isn't indicative of current performance, it is equally telling that Loomis Sayles Bond Fund is currently trading near their 52 week low and anyone who's a little skittish about the market might find some security in this fund versus investing in the open market. There are other funds that can help you diversify your portfolio and offer some inflation protection, for instance, Pimco Commodity Real Return Strategy (and index) (DJI:^PCX)which invests in a variety of commodity futures and is backed by inflation-indexed securities. While the fund is volitile, historically when stocks and bonds are having a poor year, commodities generally offer ...
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Submitted 8 months ago by
Dmartel
, Free Lance Writer
at Affordable Web Design and Marketing
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