Bye, Bye

June 1997
Journal of Financial Planning;Jun97, Vol. 10 Issue 3, p14
Academic Journal
This article presents information on the Steadman family of mutual funds. The Steadman family has ranked as the worst mutual fund family for the past five-year and ten-year periods. Its technology and growth fund lost almost 90 percent of its value over the last ten years, a rough feat, considering the boom in tech stocks.


Related Articles

  • White hopes of the equity income sector. Gibbs, Julian // Money Marketing;8/11/2005, p39 

    The article focuses on Principal Investment Management's White List of Great Britain equity income funds. It rates funds using seven criteria based on performance, volatility and income distributed. It has been carrying out this study for 29 years and its clients have certainly profited from it....

  • Funds of the Month: Asset allocation funds.  // Medical Economics;9/3/2004, Vol. 81 Issue 17, p42 

    Features the two mutual funds in a single investment category in the U.S. Assessment of the total asset allocation funds of T. Rowe Price Personal Strategy Balanced Fund; Shareholder of Vanguard LifeStrategy Growth Fund; Allocation of assets among the total stock market index fund of Vanguard.

  • Aviva Investors to close US equity income fund and launch successor. Yarker, Jonathan // Money Marketing (Online Edition);8/8/2013, p27 

    The article reports on Aviva Investors Global Services Ltd.'s plan to launch a successor fund to meet demand for its dividend all-cap strategy and soft-close its U.S. equity income fund. It is noted that the Aviva Investors US Equity Income Fund II is intended to be launched by the firm in early...

  • Vanguard Streamlines Funds, Expands Admiral Shares. Manganaro, John // Plan Sponsor News;2013, p44 

    The article reports on the plan of Vanguard to merge its Vanguard Developed Markets Index Fund with Vanguard Tax-Managed International Fund. It says that the Vanguard Tax-Managed Growth and Income Fund will also merge with the Vanguard 500 Index Fund. It states that the company also plan to...

  • Henderson UK Equity Income switches IMA sector. Yarker, Jonathan // Fundweb;9/17/2013, p7 

    The article reports that the Henderson UK Equity Income fund, originally of the IMA UK Equity Income sector, has switched to the UK All Companies sector. It reveals that the change of the fund's investment strategy came as the fund failed to satisfy the yield requirements of the UK Equity Income...

  • How T. Rowe Fund Stays On Top. PAUL KATZEFF // Investors Business Daily;1/28/2015, pA08 

    The article reports that Blue Chip Growth fund has outperformed the S&P 500 and its Morningstar Inc. large-cap growth peer group. It reveals that Blue Chip's 1.89% return is topping both the big-cap bogey's 0.00% return and its peer group's 0.56% return. Other top-rated stocks, including...

  • New Schroder portfolio has defensive element. Hughes, Frances // Fund Strategy;2/25/2008, p8 

    The article reports that Schroders company has added the Income Defensive fund to its income equity range in Great Britain. The fund, managed by Schroder Income Maximiser fund manager Richard Lloyd, will invest in 30-50 large and mid cap British stocks. It charges an initial fee of 5.25 percent...

  • Henderson income fund rated top for consistency. Davis, Matt // Money Marketing;9/1/2005, p16 

    Reports on the consistency of Henderson's UK equity income fund in both rising and falling markets, according to research into fund performance in Great Britain.

  • A Clever New Fund Designed to Dial Up Your Income. Gunter, Andrew // Morningstar FundInvestor;Apr2008, Vol. 16 Issue 8, p20 

    The article offers information on income-replacement funds. The funds aim to create a steady but growing stream of income for shareholders with a minimum investment of $25,000. They also have end dates separated two years apart that range from 2016 to 2038. Examples on how the income-replacement...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics