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Uniform Gifts to Minors Act (UGMA) and Uniform Transfers to Minors Act (UTMA) accounts allow adult custodians to invest under a child's name. 1 Total excludes Wells Fargo Advantage Money Market Funds and funds with Investor Class shares with less than 3 years performance. As of 12-31-12, of the combined fund family long-term mutual funds, based on Investor Class shares only, 51.2% received a four- or five star rating from Morningstar out of 43 funds with Investor Class shares. Other share classes may have different performance characteristics. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating TM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees, unless otherwise indicated), placing more emphasis on downward variations and rewarding consistent performance.
5. R-Squared R-squared measures a fund's movements against its particular benchmark index on a scale ranging from 1 to 100. An S&P 500 index fund will have an R-squared very close to 100 because the fund mirrors the index. A fund with a low R-squared number is moving out of sync with its index.
Today the S&P 500 Index passed the previous high mark not touched since October of 2007. The popular question seems to be, "Is it time to sell now?" Of course, the answer is always Read More... It's nearly impossible to listen to talk radio for more than 5 minutes without hearing an advertisement encouraging listeners to buy gold. I place these advertisers in the same class as car salesmen and real estate agents -- it is "always a good time to buy!" However there is a huge caveat Read More...