on 9/8/2007
When selecting a mutual fund, you should evaluate several factors such as performance, expenses as well as the background and experience its investment management team.
on 9/8/2007
When selecting a mutual fund, you should evaluate several factors such as performance, expenses as well as the background and experience its investment management team.
on 9/8/2007
When selecting a mutual fund, you should evaluate several factors such as performance, expenses as well as the background and experience its investment management team.
on 6/5/2007
I am about to go into a 401(k) and do not know what funds or stock to pick. Iam 40yrs old and I don't make a lot of money and the way social security is going i would like to retire with some money stashed away
on 2/20/2006
Don't be fooled by the hottest performers, the best fund returns for three years or the fund that your uncle doubled his money with last year. I recommend reading the 'Getting Going' column weekly in the Wall Street Journal by Jonathan Clements. He lays out sound, simple fundamental advice on mutual funds and it is often contrary to the glitzy advice you see in the money magazines which are funded by the brokerage and mutual fund company ads.
on 11/22/2005
Don't be a fool and invest in Mutual Funds that carry a Sales Load. A Sales Load is simply an added expense the you have to pay a broker or financial planner who is selling you the Mutual Funds. There are plenty of great companies (Fidelity Investments, Vanguard, Scottrade) who will help you choose the best Mutual Funds for you without having to pay the unnecessary charges/expenses associated with loaded mutual funds.
on 11/22/2005
Do not select Fidelity service. I am on hold for over an hour to get assistance and I am still holding. Their service is poor. DO NOT use Fidelity at all.
on 11/22/2005
Investor's Business Daily is an excellent reference for mutual funds. The best mutual fund companies are "loaded" companies. Have your financial planner explain the difference between A, B, and C shares. Don't trade mutual funds and always stay invested.
on 11/22/2005
Make sure that the actual % annual return coincides with the fund manager's tenure. If a new manager was hired 1 year ago and the advertisement publishes a fantastic 5-year return, the other 4 years were not produced by that manager!
on 11/22/2005
The "% turnover" rate identifies how many times the portfolio's holdings changed. If you're looking at large growth, Harbor Capital Appreciation & White Oak Growth Stock would fit the bill. The former would into the REG and the latter in the IRA.
on 11/22/2005
What about the fact that you pay a higher total fund expense (i.e. higher management fee, higher 12-b1 fee) to a no-load mutual? The way I see it is, if you're invested for intermediate term-long term, you are better off with CDSC (B-share) funds.
sahill said
on 6/19/2008 Sort of skimpy on information here. How about explaining how to do things for the novice investor?
Michael Weiss said
on 9/8/2007 When selecting a mutual fund, you should evaluate several factors such as performance, expenses as well as the background and experience its investment management team.
Michael Weiss
http://www.mutualfundinvestor.net/
Michael Weiss said
on 9/8/2007 When selecting a mutual fund, you should evaluate several factors such as performance, expenses as well as the background and experience its investment management team.
Michael Weiss
http://www.mutualfundinvestor.net/
Michael Weiss said
on 9/8/2007 When selecting a mutual fund, you should evaluate several factors such as performance, expenses as well as the background and experience its investment management team.
Michael Weiss
http://www.mutualfundinvestor.net/
wyliecoyote said
on 6/5/2007 I am about to go into a 401(k) and do not know what funds or stock to pick. Iam 40yrs old and I don't make a lot of money and the way social security is going i would like to retire with some money stashed away
Anonymous said
on 2/20/2006 Don't be fooled by the hottest performers, the best fund returns for three years or the fund that your uncle doubled his money with last year. I recommend reading the 'Getting Going' column weekly in the Wall Street Journal by Jonathan Clements. He lays out sound, simple fundamental advice on mutual funds and it is often contrary to the glitzy advice you see in the money magazines which are funded by the brokerage and mutual fund company ads.
Anonymous said
on 11/22/2005 Don't be a fool and invest in Mutual Funds that carry a Sales Load. A Sales Load is simply an added expense the you have to pay a broker or financial planner who is selling you the Mutual Funds. There are plenty of great companies (Fidelity Investments, Vanguard, Scottrade) who will help you choose the best Mutual Funds for you without having to pay the unnecessary charges/expenses associated with loaded mutual funds.
Anonymous said
on 11/22/2005 Do not select Fidelity service. I am on hold for over an hour to get assistance and I am still holding. Their service is poor. DO NOT use Fidelity at all.
Anonymous said
on 11/22/2005 Investor's Business Daily is an excellent reference for mutual funds. The best mutual fund companies are "loaded" companies. Have your financial planner explain the difference between A, B, and C shares. Don't trade mutual funds and always stay invested.
Anonymous said
on 11/22/2005 Make sure that the actual % annual return coincides with the fund manager's tenure. If a new manager was hired 1 year ago and the advertisement publishes a fantastic 5-year return, the other 4 years were not produced by that manager!
Anonymous said
on 11/22/2005 The "% turnover" rate identifies how many times the portfolio's holdings changed. If you're looking at large growth, Harbor Capital Appreciation & White Oak Growth Stock would fit the bill. The former would into the REG and the latter in the IRA.
Anonymous said
on 11/22/2005 What about the fact that you pay a higher total fund expense (i.e. higher management fee, higher 12-b1 fee) to a no-load mutual? The way I see it is, if you're invested for intermediate term-long term, you are better off with CDSC (B-share) funds.