News and views from around the mutual fund world. 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
We sit down to discuss the wide world of bonds with Carl Kaufman, manager of Osterweis Strategic Income (OSTIX). Read More
We take a close look at UMB Scout Stock's (UMBSX) performance and find that it's representative of the entire family. Read More
This fund was a high flyer for years, but a brutal 2008 has many investors wondering if its manager has lost his touch. Read More
These are the top funds in five major categories, ranked according to three-year returns. We primarily consider funds with managers in place for at least three years; the only exceptions are managers with at least three years’ experience in a similar capacity. We don’t rank funds with front or back-end… Read More
Environmentally conscious investment strategies continue to claim a larger share of the marketplace. Here’s one fund that not only endeavors to do no harm, but also backs up the rhetoric with cash. Read More
Closed funds which are forced to reopen are often facing significant headwinds but this fund, once again on the prowl for assets, still shows just as much promise as it ever has. Read More
The socially responsible investment (SRI) movement continues to gain traction. The latest numbers from the Social Investment Forum show that an estimated $2.71 trillion out of the $25.1 trillion US investment market has been invested based on an SRI approach. That share is likely to continue multiplying--addressing environmental and energy independence issues are priorities for the Obama administration and essential elements in the economic stimulus plan. But as Christopher Walsh, manager of Alger Green, points out, there’s more than one way to approach sustainable investing. Read More
Small caps have taken their knocks along with everything else, but quality funds still have a place in your portfolio. Read More
Municipal bonds are among the most attractive investments in the fixed-income market right now. As bad fiscal news continues to flow from states, yields on even the best municipal bonds continue to climb. Read More