Simple Fidelity Bond Mutual Fund Momentum Strategy
March 5, 2015 - Bonds, Momentum Investing
A subscriber requested corroboration of the findings in “Simple Debt Class Mutual Fund Momentum Strategy” with a universe restricted to a family of bond funds (such as Fidelity) to enable low-cost fund switching. We therefore apply the strategy to the following ten Fidelity mutual funds: Investment Grade Bond (FBNDX) Intermediate Bond (FTHRX) Government Income (FGOVX) Mortgage Securities (FMSFX) GNMA (FGMNX) Short-Term… Keep Reading