Commodity funds hit a roadblock

Article Abstract:

A short description on the several mutual funds that accumulated sizable gains through their investment in commodity futures as the commodity prices have soared over the past several years is presented. Some of the mutual funds include PIMCO Commodity Real Return Strategy PCRDX, Oppenheimer Real Asset ORAAX, and Credit Suisse Commodity Return Strategy.

Author: Carlson, Greg
Publisher: Morningstar, Inc.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2006
Commodity & service prices, Evaluation, Prices and rates, Investments, Commodity futures, Company pricing policy, Investment management

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Is your fund betting on the red-hot energy sector?

Article Abstract:

The funds having hidden risks, such as asset bloat, the departure of a solid manager, or a focus on an over hyped asset class, are reported. Janus Twenty, Dreyfus Appreciation, FPA Capital, and Artisan Mid Cap Value are some of the funds having major risks.

Author: Carlson, Greg
Publisher: Morningstar, Inc.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
Securities issued, listed, Securities, Energy industries, Energy industry, Financial analysis, Company securities

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Can these struggling funds recover?

Article Abstract:

Hidden risks can take many forms in certain funds like asset bloat, the departure of a solid manager or a focus on an overhyped asset class. A few such funds including FMI Focus, ICM/Isabelle Small Cap Value are mentioned in detail.

Author: Carlson, Greg
Publisher: Morningstar, Inc.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
Asset & Risk Management, Risk management, Asset-backed securities, Asset backed securities

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Subjects list: United States, Management, Forecasts and trends, Market trend/market analysis, Mutual fund industry, Company business management
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