mutual fund return reporting????

I might be wrong, but I have a question on reporting of mutual fund
returns.
Certain funds I have, like at Vanguard, will show me after each
trading day, what the accumulated fund returns are for the year, up to date,
as well as the usual 12 mo, 3 yr, 5 yr, etc. ,
while other funds, such as with federated, will only show the
previous months accumulated value, and even that takes a week or so into the
following month to get posted.
I know that might be meaningless to a lot of you, especially
when it comes to mutual funds, but with computerization, why couldnt
federated be up to date, like vanguard and others are?
If I am wrong about this, please correct me also.
Thank You for any information.

Re: mutual fund return reporting????

J.Lef wrote:
> I might be wrong, but I have a question on reporting of mutual fund
> returns.
> Certain funds I have, like at Vanguard, will show me after each
> trading day, what the accumulated fund returns are for the year, up to date,
> as well as the usual 12 mo, 3 yr, 5 yr, etc. ,
> while other funds, such as with federated, will only show the
> previous months accumulated value, and even that takes a week or so into the
> following month to get posted.
> I know that might be meaningless to a lot of you, especially
> when it comes to mutual funds, but with computerization, why couldnt
> federated be up to date, like vanguard and others are?
> If I am wrong about this, please correct me also.
> Thank You for any information.

Because they don't want to. Why don't you ask them why they don't do
it like Vanguard?

Re: mutual fund return reporting????

Because they're preponderately a bond house, were it could be you own
mutual fund bond composites reporting bond structures over greater
lengths at minute variance that needn't apply - whereas Federated
equities do, and show just like other mutual fund equity composites on
a daily adjusted NAV.

J.Lef wrote:
> I might be wrong, but I have a question on reporting of mutual fund
> returns.

Re: mutual fund return reporting????

I think you meant: preponderantly

If you're going to use big words, at least spell them correctly.

Happy Guy

"Flasherly" <> wrote in message
news:

> Because they're preponderately a bond house

Re: mutual fund return reporting????

What is a "bond house?" Are there gradations of bond houseness? What are
these gradations and how are they measured and reported?


"Flasherly" <> wrote in message
news:
> Because they're preponderately a bond house, were it could be you own
> mutual fund bond composites reporting bond structures over greater
> lengths at minute variance that needn't apply - whereas Federated
> equities do, and show just like other mutual fund equity composites on
> a daily adjusted NAV.
>
> J.Lef wrote:
>> I might be wrong, but I have a question on reporting of mutual fund
>> returns.
>

Re: mutual fund return reporting????

J.

Here is a link to some suggested allocations
It would be hard to argue NOW
to sell your winners and move to bonds. I am thinking the DOW could be
11250 by next summer, or more if troops start coming home and oil prices
remain stable. I would determine a target allocation and then develop a
plan to slowly move to that allocation, say over the next two to five years.
For example, say you have no bonds now but your target is 40%. You could
move 10% of your portfolio per year for the next four years buy selling any
losers and/or underperformers. There is nothing special about this
approach, but if you are like me, you don't like to make a big financial
moves.



"J.Lef" <> wrote in message
news:1Q0hf.9363$%
> I might be wrong, but I have a question on reporting of mutual
> fund returns.
> Certain funds I have, like at Vanguard, will show me after each
> trading day, what the accumulated fund returns are for the year, up to
> date, as well as the usual 12 mo, 3 yr, 5 yr, etc. ,
> while other funds, such as with federated, will only show the
> previous months accumulated value, and even that takes a week or so into
> the following month to get posted.
> I know that might be meaningless to a lot of you, especially
> when it comes to mutual funds, but with computerization, why couldnt
> federated be up to date, like vanguard and others are?
> If I am wrong about this, please correct me also.
> Thank You for any information.
>

Re: mutual fund return reporting????

Ignore my post. Wrong thread.


"NoEd" <> wrote in message
news:
> J.
>
> Here is a link to some suggested allocations
> It would be hard to argue
> NOW to sell your winners and move to bonds. I am thinking the DOW could
> be 11250 by next summer, or more if troops start coming home and oil
> prices remain stable. I would determine a target allocation and then
> develop a plan to slowly move to that allocation, say over the next two to
> five years. For example, say you have no bonds now but your target is 40%.
> You could move 10% of your portfolio per year for the next four years buy
> selling any losers and/or underperformers. There is nothing special about
> this approach, but if you are like me, you don't like to make a big
> financial moves.
>
>
>
> "J.Lef" <> wrote in message
> news:1Q0hf.9363$%
>> I might be wrong, but I have a question on reporting of mutual
>> fund returns.
>> Certain funds I have, like at Vanguard, will show me after each
>> trading day, what the accumulated fund returns are for the year, up to
>> date, as well as the usual 12 mo, 3 yr, 5 yr, etc. ,
>> while other funds, such as with federated, will only show the
>> previous months accumulated value, and even that takes a week or so into
>> the following month to get posted.
>> I know that might be meaningless to a lot of you, especially
>> when it comes to mutual funds, but with computerization, why couldnt
>> federated be up to date, like vanguard and others are?
>> If I am wrong about this, please correct me also.
>> Thank You for any information.
>>
>
>

Re: mutual fund return reporting????

You may look over Federated's offerings - a mutual fund family/house,
predominately bonds - with fewer equity offers. I made the guess -
that when a mutual fund's objective is bonds, daily price fluxuations
involved with equities would be redundant when stabler instruments are
employed. But, by all means, feel free to tell me how they're
reported, since I've never actually owned a fund with only bonds. I
wouldn't want to misguage an aspect of trading I may someday choose to
persue. You see, I trade where there are a whole world of bond debts
available - only it seems to me a very complex aspect of trading with
more variables than I'd care to go head-to-head at this point. I
believe I read that it's very complicated and requires a specialist.
So you see, I'd rather not rule out potentials I don't fully understand
- being bonds may come to be interesting challenge at a later point.
Do you understand and trade bonds?

NoEd wrote:
> What is a "bond house?" Are there gradations of bond houseness? What are
> these gradations and how are they measured and reported?

Re: mutual fund return reporting????

"Flasherly" <> wrote in message
news:
> You may look over Federated's offerings - a mutual fund family/house,
> predominately bonds - with fewer equity offers.
I made the guess -
> that when a mutual fund's objective is bonds, daily price fluxuations
> involved with equities would be redundant when stabler instruments are
> employed. But, by all means, feel free to tell me how they're
> reported, since I've never actually owned a fund with only bonds. I
> wouldn't want to misguage an aspect of trading I may someday choose to
> persue. You see, I trade where there are a whole world of bond debts
> available - only it seems to me a very complex aspect of trading with
> more variables than I'd care to go head-to-head at this point. I
> believe I read that it's very complicated and requires a specialist.
> So you see, I'd rather not rule out potentials I don't fully understand
> - being bonds may come to be interesting challenge at a later point.
> Do you understand and trade bonds?

Im not a trader in any security.

>
> NoEd wrote:
>> What is a "bond house?" Are there gradations of bond houseness? What are
>> these gradations and how are they measured and reported?
>

Re: mutual fund return reporting????

NoEd wrote:
> "Flasherly" <> wrote in message
>
> Im not a trader in any security.

I see. It's just another card. If you can afford to play, there's more
good than harm in applying all the facets. And, so, without further
ado. . .if the ante at 10% returns is agreeable, with the maximum up at
BB for our lower-tier tables, ladies and gentlemen, betting will now
commence on junk bonds.