Mutual Fund Observer

We went through a long list of potential names, ranging from the straightforward (FundAlert.com) to the playful (Don’t-invest-like-a-jackass.com). Most of the best options were already claimed, often by resellers who wanted a hefty fee (one wanted $25,000) for names they were holding onto. Ultimately, we decided on Mutual Fund Observer, as it aligns perfectly with our goals and my approach: dependable, trustworthy, and straightforward without being flashy or exaggerated.

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April 1, 2025

3 weeks ago | mutualfundobserver.com | David Snowball |Charles Bolin

By David Snowball Welcome to the April Mutual Fund Observer!My mom used to say, “March sometimes comes in like a lion.” She never added, “and then it eats you.”March, named for the God of War, strikes me for two reasons. First, it is the month that has encompassed a whole series of catastrophes in the financial markets and beyond. March 2025 marked:The fifth anniversary of the COVID lockdowns and flash crash, in which the S&P 500 lost 34% in 33 days.
Briefly Noted …

3 weeks ago | mutualfundobserver.com | David Snowball |Charles Bolin

By TheShadow CrossingBridge was recently named “Best Fixed Income Small Fund Family Group” at the 2025 U.S. LSEG Lipper Fund Awards Ceremony. As of February 28, 2025, CrossingBridge managed over $3.6 billion, specializing in investment grade & high-yield corporate debt with an emphasis on ultra-short & low-duration strategies as well as credit opportunities. The Firm’s core philosophy is “Return of Capital is more important than Return on Capital”.
March 1, 2025

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin

By David Snowball Dear friends,Welcome to the March issue of Mutual Fund Observer. I am surprised, sometimes, at how much I now appreciate some of the stuff that I found most mindless and annoying in high school.
The Rise and Fall of Firsthand Technology Value Fund (SVVC): A Cautionary Investment Tale

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin

By David Snowball Investors are increasingly skittish. They are warned frequently that the top of the US equity market is feverishly overpriced and might bring the rest down when it falls. And, too, chaos in the national government is making them worried if not yet ready to abandon their lovelies. Interest is growing in finding ways to book gains independent of the stock market.
ETF Bond Ladders

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin

By Charles Lynn Bolin Exchange-traded funds (ETFs) that are designed to be used in bond ladders with target maturities have been around for over a decade. They come in Corporate Debt BBB-Rated, High Yield, Inflation-Protected, U.S. Treasury General, and Municipal Bond Lipper Categories. They have the advantages of simplicity, diversification, liquidity, flexibility, and low expense ratios.
Briefly Noted . . .

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin

By TheShadow Parnassus International Equity Fund is in registration. The fund, managed by Ken Ryan, CFA, will be a large cap fund that invests in equity securities of non-U.S. companies. Expenses have not been stated. Profunds has launched its Ether ProFund. The fund does not invest directly in ether, but rather ether future contracts. According to the prospectus, the fund has a net expense ratio of 1.46%, and Alexander Ilyasov and George Banian will serve as the portfolio managers.
The Climate Denial Profit Paradox: Why Infrastructure Investors Win When Governments Retreat

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin

By David Snowball “We believe the pre-end period will be filled with unprecedented opportunities for profit.” — New Yorker cartoonWhen we published “Not Built for This: The Argument for Infrastructure Investing in an Unstable Climate” in January 2025, our thesis was straightforward: climate destabilization would drive urgent, massive infrastructure spending as aging systems fail under environmental pressures they were never designed to withstand.
Liquid Promises, Illiquid Reality: Navigating the New Frontier of ETFs

1 month ago | mutualfundobserver.com | David Snowball |Charles Bolin

By David Snowball In the investment world, there’s an old saying: “There’s no such thing as a free lunch.” Yet the latest crop of exchange-traded funds (ETFs) offering both daily liquidity and exposure to illiquid assets might seem to promise just that—a financial equivalent of eating decadent cheesecake without gaining an ounce. Alternately: we keep waiting for The Wizard to save us.
Briefly Noted . . .

Jan 5, 2025 | mutualfundobserver.com | David Snowball |Charles Boccadoro |Charles Bolin

By David Snowball UpdatesThe ETF end of the investment industry continues to be shaped by the mutual fund end. Jeff Benjamin at ETF.com reports “The mutual fund industry is setting new records for ETF conversions in 2024. According to Morningstar, there have been 55 ETF conversions this year through Dec. 17, which compares to 35 last year and 20 in 2022.
Launch Alert: Virtus KAR Mid-Cap ETF

Jan 5, 2025 | mutualfundobserver.com | David Snowball |Charles Boccadoro |Charles Bolin

By David Snowball On October 14, 2024, Virtus Investment Partners launched Virtus KAR Mid-Cap ETF (KMID). It targets “U.S. mid-cap companies with durable competitive advantages, excellent management, lower financial risk, and strong growth trajectories” selling at “attractive” valuations. The fund is managed by Jon Christensen and Craig Stone who also manage the five-star, $2.9 billion Virtus KAR Mid-Cap Core Fund. The ETF, like its sibling, will hold 25-35 stocks with a low annual turnover.