These are the top funds in five major categories, ranked according to three-year returns. Read More
Benjamin Shepherd is a recognized exchange-traded fund (ETF), mutual fund and stock expert with an extensive background analyzing time-tested funds, including their managers and strategies. Ben looks for investments that have proven themselves in both bull and bear markets. Ben also specializes in covering emerging markets, pinpointing the most dynamic investments in developing nations for market-beating growth.
Ben is an analyst for Global Income Edge and regularly contributes to Personal Finance, Investing Daily’s flagship product.
Analyst Articles
Managed with an eye towards total returns, CM Focus Fixed Income should prosper over the long term--and a relatively low expense ratio further bolsters returns. Although the fund likely will lag in bull markets, it offers significant downside protection when conditions sour. Read More
Index funds have been available to mutual fund investors for years, but exchange-traded funds (ETF) are giving them a run for their money by offering lower expenses and broader exposure. While Matthews China (MCHFX) remains one of our favorite actively managed funds, here’s our favorite Asia index ETF. Read More
In the world according to Rukeyser, fund manager changes are rarely a good thing. And when the departing manager is Bill Fries, longtime manager of Thornburg Value (TVAFX) and one-time winner of Morningstar's International Manager of the Year award, you can expect a lot of folks to head for the door. But there's little cause for concern in this case. Read More
This should be an excellent year for investors, particularly those whose portfolios remain well diversified. But just because the markets are up doesn’t mean that disciplined long-term investors should abandon selectivity. Read More
Although this stock has done quite well, there's still plenty of upside left and it's positioned now to really make some noise. Read More
These are the top funds in five major categories, ranked according to three-year returns. Read More
The US-registered Amana Income (AMANX) is Sharia-compliant, meaning that it's specifically designed for investors seeking a fund that trades in accordance with Islamic principles. Read More
Managers of start-up funds are usually as green as the funds themselves. But here’s one new offering that boasts a veteran manager who’s already established himself as one of the industry’s greats. Read More
Ariel Appreciation (CAAPX) is celebrating its 20th anniversary this year, but when we sat down with John and new portfolio manager Timothy Fidler, the two focused on their investment strategy and favorite themes--not the fund’s track record of success. Read More