Sentence examples for mutual fund analysis from inspiring English sources
AMERICAN EXPRESS CO., New York,, said it bought Dynamic Ideas, Cambridge, Mass., a mutual fund analysis and investment company.
Morningstar has examined the question several times over the years, said Karen Dolan, its director of mutual fund analysis.
Often, fund companies just move investors into another fund, sometimes one with a mission different from the defunct one, said Christine Benz, Morningstar's director of mutual fund analysis.
Morningstar, a provider of mutual fund analysis and data, said yesterday that talks with the Securities and Exchange Commission about suspected misrepresentations of fund returns had concluded with no settlement.
For the first time since 1988, investors this year are almost certain to end up taking more money out of stock mutual funds than they moved into them, according to Lipper, the mutual fund analysis firm.
Laura Pavlenko Lutton, associate director of mutual fund analysis at Morningstar, said that unless they thought the funds could perform consistently well, most investors would do best to buy 5 to 15 low-cost funds sold by several companies.
Two companies now publish bi-annual mutual fund "style" analysis reports that do apples-to-apples style comparisons.
"The downside of this deal is that it removes an important source of cash flow for Global Crossing," said Michael Hodel, a telecommunications analyst with Morningstar, the mutual fund and stock analysis company.
"Such amicable partings are rare in the mutual fund industry," said Russel Kinnel, director of fund analysis at Morningstar Inc.
"If this didn't happen, I'd be writing my column from underneath my desk," joked Bob Johnson, director of economic analysis for mutual fund research firm Morningstar Inc. Apart from Europe, China poses another worry after a report this week that its growth slowed to 7.4% last year, the lowest rate in more than a decade.
