Author's articles

Constructing an All-Weather Mutual Fund Portfolio
By Sam Subramanian · 18 years ago
Equity mutual funds perform differently in different time periods as investment styles and sectors come in and go out of favor. While screening tools readily provide performance data and make the task of identifying top ...
How To Dissect Mutual Fund Returns
By Sam Subramanian · 18 years ago
While total and compound annual returns are useful, savvy investors will look deeper, using a variety of metrics, to get a more complete picture on mutual fund performance. On January 1, 2006, a leading financial ...