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sorry, ich habs nur kopiert, hatte es bei Bo reingestellt und will es nicht mehr umschreiben. Muss/wird nicht das schlechteste sein, es werden sicher viele werte vorher hochgeredet werden, damit ein einigermassener preis erzielt werden kann und die verluste der fonds, durch abverkaufen auf höherem niveau, so weit als möglich reduziert werden. Da kann/muss man mitspielen, nur darf man nicht vergessen, wenn ein/mehrere werte die man hält, im chart ungereimtheiten aufweisen ohne ersichtlichen grund, die alarmanlage einschalten. Vieleicht war das gestern schon das vorspiel, und ne nette abverkaufs rally wurde gezündet, also augen auf und besonnen agieren/reagieren :-) Kl@us hatte so unrecht nicht gestern nacht, fundamental hat sich nix geändert, da sieht es nach wie vor dunkel bis schwarz aus. Das bedeutet aber nicht, dass man in panic verfallen sollte. Kuckt mal abseits der "grossen" us werte auch die sog. kleineren an, is sicher viel arbeit x100/1000 mehrmals werte/charts durchzusehen, bis man "seine" watchlist zusammen hat, aber es lohnt sich wirklich. Wer sich nicht sicher ist, muss/darf nichts investieren, angst und unsicherheit sind schlechte ratgeber. Wer investiert, muss so weit als möglich neutral bleiben in der betrachtungsweise, nur den kurs/chart sehen, der sagt dann schon wo es lang geht und wo die reissleine zu ziehen is. Jeder is auf der suche nach dem "heiligen (chart)gral" aber man vergisst aber dabei leicht, dass der becher von jesus von nazareth ein einfacher zimmermanns becher aus holz war, und nicht aus gold mit den wertvollsten edelsteinen verziert. Nicht zu viele bunte "dasollderkurshin" linien und indicatoren in den chart legen, die einfachheit macht es aus. Es gibt nur drei richtungen, egal in welchem zeitfenster. Ach ja, an "nasty", bitte nich gleich wieder crash!!!!!! schreien, wenn der dax um 0.05 punkte verliert, mitspielen ist angesagt, dann klappt es auch mit den smileys und erst recht mit Deiner "treffsicherheit" :-) noch ein schönes rest WE all Big-name mutual funds torn apart Survey shows steep declines in top holdings SAN FRANCISCO - Some of the biggest names in diversified mutual funds are suffering gaping losses in their top holdings, a new survey shows. Funds run by Van Wagoner, Putnam, Nicholas-Applegate, Merrill Lynch, Janus, Dreyfus and Fidelity are among this year`s biggest losers, when gauged by the fall in value of their top 10 equity holdings. Nearly all the funds fall into the category of growth, a moniker used by mutual funds that seek companies whose rapid expansion theoretically will translate into superior stock market investments. A Morningstar Inc. scan of 2,245 U.S. diversified funds shows 79 of them, or 3.5 percent, have suffered a 25 percent or greater loss in the combined value of their top 10 holdings since January. Some 109 of the funds, among the largest ones in the country, suffered a 20 percent loss in their top 10 holdings. And 298, or 13.3 percent, suffered a 10 percent loss. The high-profile losses for the nation`s largest mutual funds bode poorly for the overall stock market. For tax purposes, mutual funds have until the end of October to book capital losses on their holdings. It is likely that some of the losing mutual funds will sell their biggest losers before then. "It`s like clockwork for the big blue-chip funds - sell the losers by October," said John Maack, a fund manager at Crabbe Huson Group in Portland, Ore. Indeed, mutual funds are already dispatching their losers before the tax deadline. Fidelity Magellan (FMAGX: news, chart, profile), an $85 billion mutual fund that is considered the largest actively managed one in the United States, recently sold 3.2 million shares of Ford Motor Co. (F: news, chart, profile). The automobile maker`s stock is flirting with a 2 1/2-year low. About 520 mutual funds - or one of every six domestic stock funds -- own shares of Ford, according to holdings data tracked by Morningstar. Nearly all of the growth mutual funds in the Morningstar survey, conducted at the request of CBS MarketWatch, have their biggest losers concentrated in technology and telecommunications companies. The double whammy for the stock market is that some of the funds` biggest losers this year are also among the most widely held stocks for Americans. These include Cisco Systems (CSCO: news, chart, profile), EMC Corp. (EMC: news, chart, profile), Lucent Technologies (LU: news, chart, profile), Oracle (ORCL: news, chart, profile) and Sun Microsystems (SUNW: news, chart, profile). The significance of the October tax deadline, while unnoticed by many individual investors, is closely watched in the world of professional money managers, many of them suffering their worst year in a decade. Four of every five diversified mutual funds in the United States is in the red this year. Their selling of large positions will take the wind from the sails of many already battered stocks, large and small. When Janus Capital Corp., operator of the Janus family of mutual funds, in July reduced its stake in Exodus Communications (EXDS: news, chart, profile) to 0.3 percent of the Internet-hosting company from 14 percent, the shares fell to a new low of $1.20. Since then, Exodus shares have fallen even further, to as low as 99 cents, before recovering this month to $1.18 each. The Janus Advisor Aggressive Growth Fund (JGRTX: news, chart, profile), which has suffered a 50.9 percent decline in its top 10 stocks through Aug. 20, at one time held 3.46 percent of its assets in Exodus stock, according to Lipper. That specific Janus fund, with a total of $335 million of assets, is down 26 percent since January. In the Morningstar survey, the extent of losses for top 10 holdings is based on the total market value of the 10 stocks, as defined by percentage of the fund`s net assets. The returns are rated through Aug. 20. Some of the funds` top holdings may have changed since they last reported their assets to Morningstar and other mutual fund researchers. Mutual funds are required to report their holdings to the Securities & Exchange Commission just twice a year. Three funds in the Van Wagoner family of funds, known for the no-holds-barred momentum investing of their founder, Garrett R. Van Wagoner, have suffered the greatest percentage losses in the combined value of their top 10 holdings The Van Wagoner Mid-Cap Growth Fund`s (VWMDX: news, chart, profile) top 10 holdings have lost 78.09 percent of their value since January, Morningstar says. Van Wagoner`s Post-Venture and Emerging Growth funds have suffered a 77.91 and 77.31 percent loss in the value of their top 10 stocks, respectively. In a semi-annual report, filed this week, Van Wagoner told investors some of his investment ideas are working well as businesses but not as stocks. His Mid-Cap Fund is down 66 percent this year. "The companies we`re involved with in enterprise software, like Interwoven (IWOV: news, chart, profile), Internet Solutions, Veritas, Embarcadero Technologies and StorageNetworks, have performed very well. Unfortunately, technology stocks have declined and the market really hasn`t differentiated the stronger companies from the weaker ones," Van Wagoner said in his report. Other mutual funds with the widest losses in their top-10 holdings this year include: Putnam OTC Emerging Growth with a 75.87 percent decline Van Wagoner Micro-Cap Growth with a 69.95 percent decline Nicholas-Applegate Growth Equity with a 60.77 percent decline Reserve Informed Investors Growth with a 60.11 percent decline Millennium Growth and Income with a 56.45 percent decline Nevis Fund with a 54.3 percent decline Merrill Lynch Focus Twenty with a 54.13 percent decline Janus Adviser Aggressive Growth with a 50.91 percent decline And Dreyfus Founders Mid-Cap Growth with a 48.79 percent decline. The Fidelity Aggressive Growth Fund`s top 10 holdings have lost 45.56 percent of their value, putting the fund 16th on the list. Once again, the Morningstar survey is based on holdings that may have changed since these funds last reported their assets. There`s a positive side to the devastated mutual fund story. It`s called "window dressing." Mutual fund managers, while seeking to distance themselves from their technology and telecommunications losers before the end of tax-selling season, traditionally seek hot stocks to dress up their portfolios. Experts say winning technology stocks, among them IBM (IBM: news, chart, profile), whose shares have risen 23 percent this year, and AT&T (T: news, chart, profile), whose shares are up 48 percent, may benefit from mutual fund buying. Janus Capital, known for betting the farm on stocks it likes, owns 5.6 percent of all the common shares of AOL Time Warner (AOL: news, chart, profile), one of the few Internet stocks this year that have risen in value. As of June 30, Janus, a unit of Stilwell Financial, was the single largest institutional holder of AOL shares. |
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| aus der Diskussion: | ->Bullenfalle oder mögliche Trendwende, Eure Meinungen |
| Autor (Datum des Eintrages): | ipo-weirdo (25.08.01 12:36:52) |
| Beitrag: | 18 von 31 (ID:4283993) |
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