Abstracts - faqs.org

Abstracts

Personal finance

Search abstracts:
Abstracts » Personal finance

Three great IRA funds

Article Abstract:

The logical way to choose a fund for a tax-sheltered account is to put the high-yield fund in a tax-sheltered account because bond dividends are taxed at their highest rates whereas capital gains and dividends from stocks are taxed at a lower rate. An analysis of three well regarded IRA funds that include PRIME Odyssey Aggressive Growth PDAGX, Vanguard Convertible Securities VCSX, and Fidelity Floating Rate High Income FFRHX is presented.

Author: Kinnel, Russel
Publisher: Morningstar, Inc.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2006
Management dynamics, Pension, health, and welfare funds, Pension Funds & Benefit Plans, Pension Funds, Management, Investments, Company business management, Investment management, Vanguard Convertible Securities Fund Inc.

User Contributions:

Comment about this article or add new information about this topic:

CAPTCHA


USAA and TCW funds join Picks, while PIMCO Commodity leaves

Article Abstract:

USAA Aggressive Growth is added and Marisco Focus is dropped from the Fund Analyst Picks list as the USAA fund charges 1.02% compared with 1.25% for Marisco Focus. TCW Galileo Total Return Bond is added to the Fund Analyst Pick list as it taps a great manager for just 0.44% in expenses and PIMCO Commodity Real Return Strategy is removed from the picks list because of the uncertainty about the securities in commodity funds.

Author: Kinnel, Russel
Publisher: Morningstar, Inc.
Publication Name: Morningstar FundInvestor
Subject: Personal finance
ISSN: 1099-0402
Year: 2006
Contracts & orders received, Financial Services, Finance and Insurance, DEPOSITORY INSTITUTIONS, INSURANCE CARRIERS, Contracts & orders let, Financial services industry, Insurance industry, Contracts, Contract agreement, TCW Group Inc., USAA Group Inc., Pacific Investment Management Co.

User Contributions:

Comment about this article or add new information about this topic:

CAPTCHA



Subjects list: United States
Similar abstracts:
  • Abstracts: Learning to move it around. Funds for the travel bug
  • Abstracts: Small caps are hot-long bonds are not. Bonds and stocks alike head south. Royce Premier: a fund we hope will shut off the tap
  • Abstracts: Why we like our 2-star funds. Why mutual funds are the way to go for tax-free income
  • Abstracts: Funds that hit a patch of turbulence. Are these funds chasing returns?
This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible.
Some parts © 2025 Advameg, Inc.