Of Mutual Interest
Tuesday, April 15, 2008NBR's recurring feature on mutual funds.
OF MUTUAL INTEREST takes you inside the world of mutual funds. Join NBR's anchors and correspondents as they bring you interviews and reports focused on fund management and performance.
The OF MUTUAL INTEREST report for Tuesday, April 15th focuses on...
...BEAR MARKET FUNDS. As NBR correspondent Erika Miller reports, investors should investigate these funds as a hedge -- not a market timing maneuver.
Discuss on XChange - The NBR Blog.
Top Performing Mutual Funds
| Top Performing Bear Market Mutual Funds 2008 YTD |
|
Fund |
Return |
Direxion NASDAQ-100 Bear 2.5X Inv |
35.28 |
ProFunds UltraShort NASDAQ-100 Inv |
30.38 |
Rydex Inverse OTC 2x Strategy H |
29.31 |
ProFunds UltraShort Japan Inv |
27.81 |
Direxion S&P 500 Bear 2.5X Inv |
20.07 |
Recent Of Mutual Interest Interviews and Reports
- 04-01-08: "Of Mutual Interest" - Christine Benz, Director of Mutual Fund Analysis for Morningstar
- 03-11-08: "Of Mutual Interest" - Dan Wiener of Vanguard & Jim Lowell of "Fidelity Investor"
- 03-04-08: "Of Mutual Interest"- John Waggoner, Mutual Fund Columnist at USA Today
External Links/Articles*
- David W. Tice & Associates
David W. Tice & Associates manages the Prudent Bear fund profiled in Erika Miller's report. - Morningstar
Morningstar is a provider of independent investment research. Its website offers both free and premium content. One of Morningstar's mutual fund analysts, David Kathman, is interviewed in Erika Miller's report. This links to a March 2008 article authored by Katham titled, "Should You Own a Bear-Market Fund?"
*Clicking these external links will take you off the NBR web site on PBS.org. NBR has no affiliation with these sites.
