Tag Archives: mutual funds

Fidelity versus the S&P 500: Round Two

Posted on May 21, 2015 by tomdoerflinger

A couple of days ago the WSJ reported big news in the mutual fund world—active managers have outperformed index funds thus far in 2015. Which prompted me to update a little study I did three years ago that compared the … Continue reading →

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The Big Money Loves Tech & Healthcare, Not Industrials and Consumer

Posted on January 13, 2015 by tomdoerflinger

I like to check out the biggest holdings of the major mutual funds, for two reasons.   It shows which names are already loved by the Street and at risk of becoming less loved, and vice versa. Second, the guys and … Continue reading →

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What the Big Money Owns

Posted on November 25, 2012 by tomdoerflinger

The folks who run America’s biggest equity mutual funds are very smart (most of the time) and very well informed. They get the “first call” from Wall Street analysts, and speak to top corporate executives regularly.  For example, no corporate … Continue reading →

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Fidelity vs. the S&P 500

Posted on June 26, 2012 by tomdoerflinger

Wall Street is a selling machine, and investors are constantly hearing about spectacular gains from this or that fund or money manager or investment vehicle.  Even if these reports are true, they may not be sustainable, may entail excessive risk, … Continue reading →

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