11. For a fourth straight year, world equity funds performed worse than U.S. stock funds, according to Lipper Analytical. 12. Fidelity officials disagree that Magellan is too large and say the fund has performed well. 13. For years, the data confirmed the theory that small funds perform better than large ones. 14. How will such funds likely perform when interest rates start rising? 15. Investors are mainly concerned with how well the fund has performed, and whether the fund charges a load and how much. 16. Instead, he said an investor should determine if his or her fund is performing as well as or better than a relevant peer group. 17. Its stock funds have performed well over the long term, but some have slipped in recent months. 18. Just how poorly have these funds performed? 19. Look at how well a fund has performed in bad markets as well as in good. 20. Make sure that the fund has performed well on a consistent basis instead having one great year surrounded by several lousy ones. |