A mixed first quarter for the FundInvestor portfolios
Article Abstract:
The FundInvestor model portfolios have experienced a mixed first quarter for the fiscal year 2005, as each of them suffered slight losses as concerns about rising oil prices, trade deficits and interest rates weighed on both stock and bond markets and also each portfolio fell less than its benchmark. The performances of some of the portfolios in the first three months of 2005 are discussed.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
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Morningstar fundinvestor 500 monthly review
Article Abstract:
The researchers highlight January 2005's biggest fund news, which includes a market overview, performance highlights and the latest fund developments. It was a good month for most types of bond funds, but long government funds and municipal-bond funds have posted moderate gains.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2005
User Contributions:
Comment about this article or add new information about this topic:
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