Sheldon Jacobs Fund Quotations

Nobody who's following (Steadman) even with cursory diligence would have stayed with the funds, ... No-Load Fund Investor.

Nobody is going to be perfect. I would not a sell a fund with a good record just because it missed a hot sector.

To me, it's more significant that he's in the lower rankings of performance for large blend funds, ... It's more fair to benchmark a fund to that fund's category, not an index.

Any fund that's heavy in technology has not done well.

A balanced fund buys stocks and bonds, and when you put the two together it reduces volatility,

The larger fund groups all have research analysts. You can't just take what the company hands you.

If you want to spread your money around different fund groups this is a convenient way to do it. And if you want to move money from one fund into another, it's just one phone call.

The market is so efficient that the performance of a fund is determined by the niche it's in rather than who's managing it,