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Mutual Fund Screen: Top Performing Growth Funds Through the First Quarter of 2012

Value Line’s Growth objective group is by far the largest group under our review. It is broadly constructed on purpose, taking into consideration any fund that has a primary objective of capital growth. Income can be a secondary objective.Read more

Fund Highlight: Guinness Atkinson Inflation Managed Dividend Fund (GAINX)

Three years in the making, Guinness Atkinson Inflation Managed Dividend Fund (GAINX) was finally unveiled on U.S. shores in March. It has an unusual goal in that it seeks to provide fund-level dividend growth that outpaces inflation over time.Read more

First Quarter 2012 Fund Performance Review

Listed in this report are 15 of the largest funds in our 19,000+ Mutual Fund database. These funds’ total assets account for about 11% of the assets of all the funds we follow. Consequently, many investors are affected by how these funds perform.Read more

Mutual Fund Screen: Top Performing Growth and Income Funds for the First Quarter of 2012

Funds in Value Line’s Growth/Income objective group place equal emphasis on capital growth and current income, or growth of income, mainly through investments in common stocks.Read more

Mutual Fund Screen: Top-Performing Health Funds Through February 29, 2012

Value Line’s Health objective group is a fairly small, yet surprisingly diverse, collection of mutual funds. Clearly, the funds in this category invest the vast majority of their assets in healthcare and related businesses. That said, there are a number of different variants within what would seem to be an otherwise narrow space.Read more

Mutual Fund Screen: Top Performing Precious Metal Funds Through February 29, 2012

Value Line’s Precious Metals objective group consists of funds with the stated policy of investing at least 50% of their assets in gold and/or precious metals stocks or bullion.Read more

Options Strategies The Pros Use

Options have their place in an investor’s overall toolkit. When used judiciously, options can help increase the income generated by a portfolio and provide downside protection to wary investors. Two funds to examine that use options are Van Kampen Equity Premium Income Fund (VEPAX) and Gateway Fund (GATEX). Although the news in recent years has highlighted the risks of certain investment strategies, such as options, the headlines shouldn’t dissuade investors from learning more.

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For Some Funds it’s All About the Manager

When investors look at purchasing a fund, they often review a fund’s objective and its historical performance. While both are logical to examine, it is also important to know exactly who it is that is managing the fund, since this person is, ultimately, the one to whom an investor is entrusting his or her money.

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Funds with a Focus on Distributions

Mutual funds rose in popularity during a time when the accumulation of wealth was the main focus of most investors. Now, however, as more investors end their work careers, there looms a demand for a product that replaces a salary. This is the exact opposite of what most mutual funds are set up to do and the vast majority of fund companies do not appear to be preparing for the change that is slowly happening. A few, however, have ventured into the waters of distribution-focused mutual funds.

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