distributionupdateTo help you prepare for year-end distributions, we’re sharing distribution estimates for some of the funds in NoLoad FundX as fund companies make this information available. Distribution estimates for all of the equity funds in NoLoad FundX will be available in the December issue, available December 1st after 6pm pacific time.

Marsico Funds estimated distribution information

Marsico Focus (MFOCX) is expected to distribute primarily long-term capital gains.

Oakmark estimated distribution information

Oakmark Select (OAKLX) is expected to make a large distribution of long-term capital gains.

Schwab Funds estimated distribution information (PDF)

Schwab Core Equity (SWANX) is expected to distribute mostly long-term capital gains.

American Beacon Funds estimated distribution information (PDF)

American Beacon Balanced (AABPX) is expected to distribute mostly long-term capital gains.

Value Line Funds estimated distribution information

Value Line Income & Growth (VALIX) is expected to distribute primarily long-term capital gains.

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BottomLine Personal: Stock Funds for 2015

by noloadfundx on November 25, 2014

bottomline-2015fundsFundX President Janet Brown’s cover article in the December 1, 2014 issue of BottomLine Personal shares “which funds look most attractive for 2015”.  (The article is currently only available to BottomLine subscribers.)

Of course, no one can know today which funds will ultimately bring in the best returns next year, but Janet focused on the funds that have recently been highly ranked in NoLoad FundX, and that’s primarily large-cap U.S. funds. Janet writes that investors may continue to “shy away from foreign stocks” and keep their investments focused on “large, relatively stable US companies” in 2015.

Some of the leading large-cap U.S. funds, Janet writes, are Fidelity Magellan (FMAGX), a more diversified fund that “has done especially well with health-care and technology investments”, and Marsico Focus (MFOCX), a fund “for investors who want a more aggressive approach.” Continue reading “BottomLine Personal: Stock Funds for 2015” »

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On Forbes: How You Can Avoid the Lure of Stock Market Stories

November 20, 2014

“We all want to know what the future holds — whether it’s what happens in a gripping novel or that happens in the stock market,” FundX President Janet Brown wrote in her latest Forbes piece, How You Can Avoid the Lure of Stock Market Stories. Click here to read Janet’s Forbes piece. Stock market stories […]

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Distribution Update – Wells Fargo Advantage, Hennessy, Matthews Asia & Sit Funds

November 18, 2014

To help you prepare for year-end distributions, we’re sharing distribution estimates for some of the funds in NoLoad FundX as fund companies make this information available. Matthews Asia estimated distribution information  Hennessy estimated distribution information Wells Fargo Advantage estimated distribution information  Sit Funds estimated distribution information Remember that Ariel Funds, including recent leader Ariel (ARGFX), […]

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3 Leading Sustainable Responsible Investing (SRI) Funds

November 18, 2014

There are now hundreds of sustainable responsible investing funds, or SRI funds, on the market. These funds seek out companies that have strong environmental, social or corporate governance (ESG) characteristics. With so many SRI funds to choose from, it can be a challenge for investors to decide which funds to own and when to move […]

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4 Facts You Should Know about Market Trends

November 13, 2014

Markets change over time. Different kinds of stocks come in and out of favor. In 2013, for example, small-caps were in favor, but this year, large-caps have been the place to be. We aim to help investors capitalize on major market trends, and in a recent interview on the online MoneyLife show, FundX CIO Jason […]

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Distribution Update – Ariel, Vanguard, Janus, Dodge & Cox

November 11, 2014

To help you prepare for year-end distributions, we’re sharing distribution estimates for some of the funds in NoLoad FundX as fund companies make this information available. Ariel estimated year-end distribution information Ariel (ARGFX) is expected to make a sizeable distribution of primarily long-term capital gains on November 20, 2014. Vanguard estimated year-end distribution information Janus […]

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Janet Brown’s November 2014 Market Update (video)

November 7, 2014

Janet Brown looks at how investors can respond to changing stock and bond markets in her latest video. Click below to watch. Having difficulty viewing this video? Find it on Youtube here. Transcript October stock markets are often scary, and this year was no exception. Stocks sold off sharply in the first half of October, but […]

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Distribution Update – Fidelity, T. Rowe Price, Harbor, Primecap & Baron Funds

November 6, 2014

Most stock mutual funds distribute capital gains and income to shareholders at the end of the year, and there may be bigger payouts this year than previous years so it’s important to keep distributions in mind as you’re trading in the next few months. To help you prepare for year-end distributions, we’re sharing distribution estimates for some of the […]

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Markets Snap Back

November 4, 2014

U.S. markets rebounded from sharp pullbacks once again this year. As in January, April, August and September, investors bought the dip in October, and intense buying wiped out the losses. The S&P 500 gained 2.4% for October, and the Dow was up 2.1%. Previously weak small-caps had a terrific month, up 6%. Yet small-caps are […]

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