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1 |
Blackrock
Blackrock closed end funds pricing and performance.
|
533 |
|
2 |
Morningstar
Decent, but not great, snapshot of funds and stocks.
|
579 |
|
3 |
Graphic Fee Calculator
This is a cool graphic fee illustrator from smart money. Well, as cool as it gets - in this business.
|
621 |
|
4 |
SEC Web Site
This government site contains basic information on funds and an explanation of mutual fund fee structures.
|
465 |
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5 |
American Funds
This old line company has traditionaly been sold in the "A" share version with a front end load. We could purchase American Funds for our client under the no load "F" shares.
|
539 |
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6 |
Vanguard
Conservative long term investment group. Old school. Leans toward value in most areas. Ignores the crowd. Extremely low expenses. Developed big track record in index funds. S&P 500 fund is largest in the country.
|
518 |
|
7 |
Third Avenue
This is an old line "value" oriented group that buys into special situations and companies that are very undervalued and restructuring
|
486 |
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8 |
First Eagle Sogen Funds
Global and Overseas funds have had very solid performance with almost no years in negative territory
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1313 |
|
9 |
Neuberger and Berman
Value oriented company. Partners fund has not done much in recent years but has strong long term record. Genesis fund is good bet for small cap market. Expenses are fairly low. Management is consistent.
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484 |
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