ETFs and CEFs > Closed-End Funds

Blue Chip Value Fund is a closed-end mutual fund that seeks a high level of long-term total return through the advisor's Modern Value Investing approach. This approach is used by the Fund to invest in approximately 50 common stocks believed to be the best values among those issued by the 300 largest dividend-paying companies (based on either market capitalization or revenues) and headquartered in the United States.
Blue Chip Value Fund is a closed-end mutual fund that seeks a high level of total return through investment in a portfolio having at least 80% of its net assets in equity securities of large companies with headquarters in the United States. These stocks are those included in, or similar in size

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Mutual Funds > Fund Families

Learn about mutual funds and how Wasatch Funds provides a disciplined approach to long-term investing in Small Cap funds and more.
Recently Viewed Funds I Want To... As of 5/26/10, the Wasatch Micro Cap Value Fund (WAMVX) Will Close to New Investors Through Third Party Distribution Platforms  Wasatch International Opportunities Fund (WAIOX) Wins Prestigious Lipper Fund Award  1Q10 Letter to Shareholders: The Optimistic

Mutual Funds > Fund Families

Merriman is a Registered Investment Advisory Firm that works and educates clients from all across the country to ensure that they are comfortable with their money management strategies and allowing them invest wisely and live fully.
We have a fiduciary responsibility that binds us by law and our own strict code of ethics to do what's best for our clients. Learn more here about our services and the way we do business. What does it mean to be a Merriman client? As a client, you'll have a primary advisor but you'll also benefit

FundAdvice features free articles, mutual fund portfolio recommendations, and an award winning podcast all based on academic research.
I am 30 years old and invest fairly aggressively. I have been advised to keep 10 to 15 percent of my portfolio in bond funds, but that seems to me like a waste. I can’t see that 10 to 15 percent in bond funds will do me much good except to satisfy some formula. Am I missing something? (If you

Overlap is an online mutual fund analysis tool that let's you see the percentage and name of stocks duplicated between two or more mutual funds and industry sector weighting.
online mutual fund analysis tool Web-based mutual fund analysis tool that reviews your clients' or prospects' mutual funds and individual equities. easy to use application that provides a comprehensive portfolio review and can evaluate equity and sector allocation in mutual funds on a