Article Abstract:
The funds with negative potential capital gains exposure helps the investor to defer paying taxes on gains until they sell their fund shares. Janus Mercury JAGIX, Weitz Hickory WEHIX, Harbor Capital Appreciation HACAX and FPA Paramount FPRAX are some of the good funds that have lost money in the recent years.
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Article Abstract:
The performance of the three portfolios that were designed to suit investors with variety of goals and horizons are presented. The model portfolios were returned as their inceptions lag their benchmarks, but they haven't consistently beaten their indexed alternatives.
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Article Abstract:
Some funds that did not perform well in 2004 are featured as they are expected to bounce back in 2005. These fundinvestor portfolios are designed to suit the needs of various investors and time horizons.
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