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Fund mix not really diversified
Q: I am 66 and retired for health reasons. My wife is 60. Up until about 2 1/2 years ago, we had done very well with a mix of mutual funds and a variable annuity. Our investments were diversified and stood at about $206,000. At that point, I asked our investment adviser to move us into something more conservative, as none of our money was in fixed-income investments. He said that wasn't necessary as we were well diversified and we should stay where we were to make our money ``grow.''
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By Humberto Cruz,
Columnist,
10/17/2002 09:23 AM PDT)
Mutual fund costs decrease
Wall Street's oscillations during the past three years have left many investors feeling out of control. But they might take heart from the fact that the cost of mutual fund investing has fallen - a trend investors have helped bring about.
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AMY BALDWIN,
AP Business Writer,
10/15/2002 01:00 PM PDT)
Few funds are short-selling
Hidden in the mutual-fund results from the third quarter is an intriguing question. To find it, look at the 62 stock funds - out of 8,400 - that were positive during the period.
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By CHARLES A. JAFFE,
Columnist,
10/14/2002 09:54 AM PDT)
Good news! Your fund has had big tax losses
Mutual fund investors have not had much good news lately, but there is a glimmer of sunshine: Some of their big losses of the past two years could be a big benefit in the long run.
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By VIRGINIA MUNGER KAHN ,
New York Times,
10/14/2002 09:38 AM PDT)
Fund investors can find winners -- even in growth, tech and telecom
With nearly every mutual fund category suffering double-digit declines this year, investors might be surprised to learn that some funds aren't doing that badly -- by comparison, at least.
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By AMY BALDWIN,
AP Business Writer,
10/14/2002 09:34 AM PDT)
Mutual fund assets rise $3.32 billion
Assets of the nation's retail money market mutual funds rose by $3.32 billion in the latest week to $1.040 trillion, the Investment Company Institute said Thursday.
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10/11/2002 07:57 AM PDT)
Retail mutual fund assets down
Assets of the nation's retail money market mutual funds fell by $1.46 billion in the latest week to $1.037 trillion, the Investment Company Institute said Thursday.
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10/03/2002 02:45 PM PDT)
Mutual funds pummeled
Investors' flagging confidence in stocks took a toll on mutual funds in the third quarter, leaving most fund categories with double-digit negative returns.
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By Amy Baldwin,
Associated Press,
10/01/2002 08:33 AM PDT)
More seek 'religious' mutual funds
Disillusioned by the accounting scandals that helped decimate stock prices, a growing number of investors are seeking comfort in mutual funds that match their religious values and offer respectable returns.
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HOPE YEN,
AP Business Writer,
09/25/2002 07:56 AM PDT)
Mutual funds should show investors how they vote
If you own a company, you have a right to know what your hired managers are up to. Otherwise, how can you tell if your interests are coming first, as they're supposed to?
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BY JEFF BROWN,
Knight Ridder Newspapers,
09/23/2002 10:17 AM PDT)
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