Important Fund Changes

2010 Fund Report Cards - by Category

2010 Fund Report Cards - by Family

Training & Lecture Schedule

Past Performance

Beating the S&P 500

Advice of the Financial Press

Dollar-Cost Averaging

Thomson Financial InvestmentView Users

Important Fund Changes
It is vital that you stay on top of the changes at the mutual funds you recommend or that your clients own. Even if you believe in a Buy-and-Hold investment strategy, buy-and-hold does not mean buy-and-forget. Wouldn’t you want to know if a fund that you own changed its investment objective? Its risk, expenses or manager? This section of the website provides at least monthly archived updates to changes ranging from fund ownership, fund name and mergers to changes in manager, investment discipline, portfolio composition, risk, turnover and expense. If the fund has made a significant change, it will be posted here.

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