Publications Categorized as Mutual Funds


Publisher LinkDescription


Chartist Mutual Fund NewsletterDan Sullivan, Monthly Standard RSS

Published by The Chartist, Inc.  Applies market timing and relative strength strategies to mutual fund selections. A model portfolio is funded with the editor’s personal money.



Fidelity InvestorJim Lowell, Monthly Professional RSS

Published by Fund Works Inc.  Jim Lowell is Editor-in-Chief of the multiple award-winning independent newsletters, Fidelity Investor and Fidelity Sector Investor, the Editor of The ETF Trader on Marketwatch, and Editor-in-Chief of The Forbes ETF Advisor by Jim Lowell. Lowell has also written several books on investing, most recently Investing from Scratch (revised edition, Penguin, 2006) and What Every Fidelity Investor Needs to Know (Wiley, 2007). Fidelity Investor provides an independent advisory service for investors of Fidelity mutual funds. Provides in-depth research on all Fidelity funds, including analysis of fund manager performance, fees, and management of a Fidelity 401(k).



Fidelity NavigatorMark A. Grimaldi, Monthly Standard RSS

Published by Navigator Newsletters  An independent guide to all Fidelity funds and annuities, including no-load, no-transaction fee funds. Recommendations are based on a combination of technical and fundamental analysis. The Navigator team publishes four monthly newsletters for sophisticated no-load mutual fund investors around the world. The newsletters include Mark A. Grimaldi’s outlook on the markets and the economy, “From the Crow’s Nest,” model portfolios that beat the markets and are rated an “A” for clarity by Hulbert’s Financial Digest plus rankings of funds from the top no-load mutual fund families.



Fidelity Sector InvestorJim Lowell, Weekly Professional RSS

Published by Fund Works Inc.  The Fidelity Sector Investor is a weekly, electronic, technical trading model for active traders that uses Fidelity’s unrivaled array of actively managed no-load Select Sector Funds. Fidelity’s Select funds are a hidden gem: overlooked and under-appreciated but nevertheless core strength for Fidelity investors who know how to use them. FSI’s model portfolios complement a more diversified growth or aggressive growth portfolio. Fidelity Sector Investor’s model portfolios are designed for long-term investors who don’t want to take a passive buy & hold approach to the markets. Using a highly technical and aggressive approach, this report holds seven Fidelity sector funds in consumer, cyclicals, health care, financial services, technology, utilities, regional and international categories. Designed for active and risk-tolerant investors.



Harloff's The Intelligent Fund InvestorDr. Gary J. Harloff, Ph.D., Monthly Professional RSS

Published by Harloff Capital Management  Harloff’s Intelligent Fund Investor monthly newsletter has superior performance, by 5.9% per year over 7.5 years, compared to Hulbert #1 ranked Sector Navigator newsletter. Hulbert monitors about 180 stock and fund newsletters and does not currently monitor “Harloff’s The Intelligent Fund Investor”. Creates fund and index portfolios. Offers buy and sell suggestions for over 125 mutual funds, and ranks world market indices using proprietary technical analysis.

In 1981 Dr. Harloff founded Harloff Inc. It does business as Harloff Capital Management since 1994 as an investment advisor with a money management concentration. He was active in TA from about 1983 to 1995 and co-founded a TA group in Cleveland. He later developed new quantitative means to manage money. As TA continues to gain new converts, he discusses TA from an insider’s point of view. Timer Digest magazine often cites him as a top 10 S&P500 market timer in the U.S. (out of about 100+ other timers). He holds a Ph.D. in Aero Space Engineering, worked at NASA for a decade, and worked in R&D for other companies. He published: a math model of the U.S. business cycle in the Academy of Economics and Finance Annual Meeting proceedings, Feb. 2011, an investment book in 2010, and an investment paper in 1998 in Stocks and Commodities. His passion is to help investors succeed by out-innovating traditional money managers.



MONEYLETTERWalter Frank, Monthly Standard RSS

Published by PRI Financial Publishing Inc.  Named Best Financial Advisory Newsletter by the Specialized Information Publishers Association. Delivered twice-monthly, MONEYLETTER contains clear asset allocation and buy/hold/sell advice. Database includes more than 700 funds, including Exchange-Traded Funds (ETFs). Determines the best asset allocation mix through fundamental analysis of stocks and current market.



Mutual Fund StrategistHolly Hooper-Fournier, Weekly Standard RSS

Published by Mutual Fund Strategist Ltd.  Employs technical market timing strategies to capture mutual fund profits when the market is advancing and protect gains during times of uncertainty.

Our newsletter is published on Mondays before 6 pm Eastern Standard Time. Each issue briefly discusses what moved the market over the past week and provides succinct US stock market analysis, market index charts, market data, model portfolio recommendations, buy/sell status of seventeen different timing models, timing model charts, and a list of top monitored funds in all the categories that correspond with our timing models – including special coverage for ProFunds, Rydex, Direxion, Fidelity, Vanguard, exchange-traded funds (ETFs) and Thift Savings Plan (TSP) funds. For changes to timing models or model portfolios between issues, an alert (called a “hotline”) is published by 11 pm Eastern Standard Time.



Navigator Weekly CommentaryMark A. Grimaldi, Weekly Check RSS

Published by Navigator Newsletters  Weekly update of the markets published by the Navigator team for sophisticated no-load mutual fund investors around the world. The commentary is updated weekly, or sooner if market conditions warrant.



No-Load NavigatorMark A. Grimaldi, Monthly Standard RSS

Published by Navigator Newsletters  A completely independent guide to Vanguard funds and annuities, this report analyzes and ranks all of the no-load, no-transaction fee funds. Recommendations are based on a combination of technical and fundamental analysis. The Navigator team publishes four monthly newsletters for sophisticated no-load mutual fund investors around the world. The newsletters include Mark A. Grimaldi’s outlook on the markets and the economy, “From the Crow’s Nest,” model portfolios that beat the markets and are rated an “A” for clarity by Hulbert’s Financial Digest plus rankings of funds from the top no-load mutual fund families.


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