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Investment Reports

Publication Descriptions

MFIA publishes two monthly investment reports for members, Fidelity Insight and FundsNet Insight. Fidelity Insight covers all of Fidelity Investments retail mutual funds. The oldest of the Kobren Insight Group's products, this nationally acclaimed investment report has been consistently ranked among the best in the country for risk-adjusted portfolio returns by the Hulbert Financial Digest. Each issue provides three model portfolios for different investment objectives, Eric Kobren's outlook for the months ahead, a complete "scorecard" of investment returns and ratings of every Fidelity retail fund, as well as timely articles about investment strategies using Fidelity funds.

Launched in 1994 to take advantage of the ease and convenience of the new mutual fund networks, FundsNet Insight has already gained kudos for its clear, easy-to-follow investment advice, and its in-depth research that has uncovered many outstanding new funds. As with Fidelity Insight, each issue provides three model portfolios for different investment objectives, Eric's outlook, a complete "scorecard" of investment returns and ratings for over 240 funds from more than 40 different fund families, as well as timely feature articles about investment strategies using our favorite funds.

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