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2008 Q1 Equity Funds Review

Published on 31 Mar 2008, by Tom Roseen
Wild market swings throughout first quarter 2008 played on investors’ psyches, and as a result equity mutual funds posted their worst three-month returns in 23 quarters. The average equity mutual fund declined 9.74% for the quarter ended March 31, 2008.

2008 Q1 Fixed Income Funds Review

Published on 31 Mar 2008, by Jeff Tjornehoj
While equities have indeed suffered, not every bond (or bond fund) has found traction. Formerly staid bond fund classifications such as Ultra-Short Obligation (USO) Funds (-1.63%), intended to be souped-up versions of money market funds, have actually lost ground this year.

Special Topic: 2008 Q1 Earnings Outlook

Published on 31 Mar 2008, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.

2007 Q1 Equity Funds Review

Published on 31 Mar 2007, by Tom Roseen
Despite the mini-meltdown, over 90% of all equity funds post positive returns for the first quarter. Coming off one of the strongest quarterly performance periods we have seen in two years, it was not surprising to see the markets take a breather during first quarter 2007.

2007 Q1 Fixed Income Funds Review

Published on 31 Mar 2007, by Jeff Tjornehoj
The first quarter of 2007 is in the books, and bond fund investors have every reason to call this one a success. In fact, all of Lipper’s fixed income classifications posted positive returns as all but 16 funds (including share classes) gained ground.

Special Topic: 2007 Q1 Earnings Outlook

Published on 31 Mar 2007, by Ashwani Kaul
Reuters Estimates analyst Ashwani Kaul has crunched the numbers and offers listeners a look ahead at corporate estimates, sector by sector.
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