The choices are:
Strong Government Securities (STVSX)
American Century Income & Growth (BIGRX)
Dreyfus Appreciation Fund (DGAGX)
Janus Fund (JANSX)
PBHG Growth (PBHGX)
Third Avenue Small Cap Value (TASCX)
Columbia Acorn International
Invesco Technology
Even if you don't know, tell me what you do know about these stocks. Thank you!!!
2007-01-04 06:40:36 · 9 answers · asked by 920135 2 in Business & Finance ➔ Investing
I am going to stick my neck out a little and say that this list of funds appear to be a retirement plan offering. Otherwise, some of these funds should not be considered for discussion. Out of the entire group, the Third Avenue Small Cap should outperform the list in 2007, in my opinion. Smaller companies can benefit from the positive sentiment on Wall Street for another 12 to 24 months. In addition, one of the two CIOs is long on management experience, as compared to the other funds in this list. One of its key holdings, Brookfield Asset Management (NYSE: BAM) is a remarkable growth company that is well positioned in the RE management industry, up 38% in 2006. The Dreyfus Appreciation Fund has superior management and it tracked (performed as well as) the DOW pretty well last yearr. The recent scandal associated with the PBHG funds would cause a red flag to waive for another year or two. After the merger of Invesco and Aim funds, it would be prudent to wait to see if their tech fund can get back to the quality it once had in the nineties. So far, the fund has not been attractive. The American Century Income & Growth is worth including for 20-30% of your allocation model. The fund is high on IBM (NYSE: IBM) and Morgan Stanley (NYSE: MS). I hope this info is helpful.
Hawk
2007-01-04 09:14:49 · answer #1 · answered by equityhawk 2 · 0⤊ 0⤋
Yes, these are mutual funds and not such good ones at that. Janus is the best of the bunch on name recognition only. If you are young, I would stick to those that have an investment plan for growth and /or Large Cap stocks. I would only go into these with the maximum that your employer will match.
If they are not matching - you are better off taking after tax dollars and investing in index funds and/or ETF's through a low cost service like Schwab. If you want to start an IRA you can do that too (Roth IRA).
2007-01-04 11:00:05 · answer #2 · answered by 3$Bill 4 · 0⤊ 0⤋
Looks like you're trying to pick something for an investment plan at work... right? Okay, here goes:
STVSX.... forget about it..bonds..sloooowww growth
BIGRX, DGAGX, JANSX....pretty similar, all good "core" funds
TASCX....invested in small companies...some take off, some fizzle...but definitely worth a little (10%) of your attention
International is where everyone has been making money lately...I did not look at Acorn in particular, but foreign markets are worth another 10% at least.
Tech...still waiting for a big rally.....but some companies are doing very well.
PBGHX...can't find ANYTHING on it.( sorry)
.....sooooo you've got 10 foreign, 10 small-cap, maybe 5 or 10 tech....... and pick one or two of the "core" funds
That's my story, and I'm stickin' to it....best of luck.
P.S. You could go to http://moneycentral.msn.com/beginnerguide.asp?page=introduction if you want to read and learn about investing and the differences between stocks, mutual funds etc.....but you don't have to .... your " plan" should have info and your co-workers might help.
2007-01-04 09:11:07 · answer #3 · answered by jebediabartlett 6 · 0⤊ 0⤋
Depends on what you are looking for. How old you are ect. I would personally go with Janus, I have done much research on some of those companies and I like to goals that Janus has in mind as they relate to what goal I have in mind for my MUTUAL FUND (not stocks).
2007-01-04 07:23:33 · answer #4 · answered by Anonymous · 0⤊ 0⤋
out of these mutual funds, PBHG Growth (PBHGX), would do the best if the market is good in 07. see http://ibooyah.com for more investment ideas.
2007-01-04 06:54:10 · answer #5 · answered by Anonymous · 0⤊ 0⤋
Yuck!!
Mutual funds are for fairies. Grab shares of Chine Mobile (CHL). They are going to $60 with a 4% dividend.
Make some real money and stop playing with those rip-off mutual funds!!
CHL!!!
2007-01-04 09:27:53 · answer #6 · answered by Anonymous · 0⤊ 1⤋
WHO KNOWS if someone new that these companies would be strong evreyone would invest in them to make them stronger
stock market is mysterious
2007-01-04 08:04:33 · answer #7 · answered by Anonymous · 0⤊ 0⤋
those aren't stocks, they're mutual funds, honey
best and worst of '06:
http://www.usatoday.com/money/perfi/funds/2007-01-04-12mos-bestworst_x.htm?csp=1
2007-01-04 06:50:45 · answer #8 · answered by Anonymous · 0⤊ 0⤋
2007-01-04 11:01:47 · answer #9 · answered by jay j 4 · 0⤊ 0⤋