Monthly Older Posts: September 2019

How does the second largest actively-managed fund – Fidelity Contrafund (FCNTX) – rank against its peers?

This post puts the second largest actively managed mutual fund – Fidelity® Contrafund® (FCNTX) – in the same barrel that I put American Funds Growth Fund of America (AGTHX) in two weeks ago. How well has FCNTX performed over the

Is it time to get a mortgage or refinance your current mortgage?

Is this a crazy question to ask someone who is retired or nearly retired? No! Mortgage rates now are low, low, low. The average 30-year mortgage now is about 3.7%. I summarize data from this graph that shows rates are within .4% of their lowest

Have we reached the tipping point for the demise of actively managed funds?

This article states that in July the amount invested in passive index funds passed the amount invested in actively managed funds: roughly $4.2 trillion each. The first Index Fund started in 1976. That means it took 43 years for Index Funds to win 50% share

How does the largest actively managed fund – AGTHX – rank against its peers?

Year ago I remember two actively managed funds battling it out in terms of top rank of size of mutual funds – the amount of money investors have in them: American Funds Growth Fund of America (AGTHX) and Fidelity Contrafund® (FCNTX). Both these funds had

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