Analyzing a Mutual Fund
There are many variables to consider when buying a mutual fund. Should you buy the fund that had the best performance over the last several years? Should you buy the fund that had the least amount of volatility over the past several years? How do you best analyze a mutual fund?
3 Pitfalls of Mutual Funds
Whether you have made a thoughtful decision to invest in mutual funds or you are all but forced to invest in mutual funds (401k, 403b, or other retirement plans), you are bound to read about, hear about, and/or experience the pitfalls of mutual funds. So, let’s take a look at several pitfalls of mutual funds and what we can do to avoid them.
Whether you have made a thoughtful decision to invest in mutual funds or you are all but forced to invest in mutual funds (401k, 403b, or other retirement plans), you are bound to read about, hear about, and/or experience the pitfalls of mutual funds. So, let’s take a look at several pitfalls of mutual funds and what we can do to avoid them.
Should You Buy Last Year's Top Performing Funds?
Each and every year, generally in the first quarter of the year, top performing funds receive accolades from various media outlets. But should you purchase these top performing funds?
Each and every year, generally in the first quarter of the year, top performing funds receive accolades from various media outlets. But should you purchase these top performing funds?
6 Sites to Research Mutual Funds
Whether you use an advisor or you do it yourself, you might enjoy a few sites to help you research mutual funds. The first place to research mutual funds is the sites of the broker and/or mutual fund companies. If you feel compelled to research your mutual funds further, you might want to try one of the sites below.
Whether you use an advisor or you do it yourself, you might enjoy a few sites to help you research mutual funds. The first place to research mutual funds is the sites of the broker and/or mutual fund companies. If you feel compelled to research your mutual funds further, you might want to try one of the sites below.
Choosing a Target-Date Fund
If you are counting on target-date funds as the simple solution for your retirement investments, be careful. Just as with any investment, you will need to do some homework. All target-date funds are not all created equally
If you are counting on target-date funds as the simple solution for your retirement investments, be careful. Just as with any investment, you will need to do some homework. All target-date funds are not all created equally
Past Performance is No Guarantee of Future Results
Almost all investment literature warns you that past performance is no guarantee of future results. Many investors would do well to heed this advice instead of chasing hot mutual funds, sectors and stocks.
Almost all investment literature warns you that past performance is no guarantee of future results. Many investors would do well to heed this advice instead of chasing hot mutual funds, sectors and stocks.
The FINRA Fund Analyzer
The Fund Analyzer offers information and analysis on over 18,000 mutual funds, Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs). This tool estimates the value of the funds and impact of fees and expenses on your investment and also allows you the ability to look up applicable fees and available discounts for funds.
The Fund Analyzer offers information and analysis on over 18,000 mutual funds, Exchange Traded Funds (ETFs) and Exchange Traded Notes (ETNs). This tool estimates the value of the funds and impact of fees and expenses on your investment and also allows you the ability to look up applicable fees and available discounts for funds.
Choosing an Actively-Managed Fund
Jonathan Clements begins this oldie but goodie article on choosing an actively-managed fund with: "It's like asking a vegetarian to name his favorite cut of beef."
Jonathan Clements begins this oldie but goodie article on choosing an actively-managed fund with: "It's like asking a vegetarian to name his favorite cut of beef."
How to Choose a Mutual Fund
Everyone’s tempted to base their fund buying decision on a fund’s performance, but that shouldn’t be the only factor you consider. Today’s star performer could easily become tomorrow’s laggard. FiLife offers some guidelines.
Everyone’s tempted to base their fund buying decision on a fund’s performance, but that shouldn’t be the only factor you consider. Today’s star performer could easily become tomorrow’s laggard. FiLife offers some guidelines.
Five Questions to Ask Before Buying a Mutual Fund
Morningstar introduces five questions you need to ask and answer before buying a stock fund.
Morningstar introduces five questions you need to ask and answer before buying a stock fund.