Category Archives: Mutual Fund Investment

7 Reasons Why Investing in Mutual Funds Still Worth The Risk

Investing in Mutual Funds1. Fast Diversification – Investing in mutual funds can help with diversification efforts. Because each fund has many holdings in the portfolio choosing the right fund can help any investor increase the diversity of their holdings. Some mutual funds may be very heavy in a single sector while others are more evenly spaced across many asset classes and sectors. When the right choice of funds is made the investor can benefit from a portfolio that is much more diverse and that will help manage risks.

Advantages of Using Closed End Fund Screener

Closed End Fund ScreenerWhat is a closed end fund and what advantages will a screener for this type of fund offer? This type of fund is frequently called a CEF, and it is an investment company which is publicly traded on the markets. With most mutual fund types shares are issued and redeemed but CEFs do not follow this method. These funds are treated like individual companies instead and are traded more like common stock offerings on the market.

Investing In Mutual Funds vs Stocks vs Bonds

Investing In Mutual FundsThe risks and rewards of investing in mutual funds should be compared to those with stock investments and bond options. Each type of investment will have benefits, drawbacks, and specific factors involved that may be right for some investors but all wrong for others. Most mutual fund investors believe that these funds have the most advantages

Mutual Funds For Dummies: 10 Tricks To Learn

Mutual Funds For Dummies1. Keep Costs Low With Discount Brokers- Mutual funds for dummies can help you understand the basics of mutual fund investing in a short time. One of the tricks to successful investing, whether it is mutual funds, stocks, or other choices, is to keep your costs as low as possible.

Mutual Funds Ratings – What To Pay Attention To?

Mutual Funds RatingsWhen evaluating mutual funds ratings what should you pay attention to? These ratings provide an overview of the fund for specific factors, such as quality and risk among other factors. Not all ratings are the same, and there are different types of ratings and rating companies. Morningstar is one company that rates all types of mutual funds and other types of investments, including stocks and bonds.

Top 10 Hot Picks By Seasoned Mutual Fund Investors

Mutual Fund Investors1. Fidelity Contrafund, Symbol FCNTX- Many experienced mutual fund investors choose this Fidelity offering. The large growth goal of the fund and four star Morningstar rating both make this an attractive option.

2. Vanguard Total International Stock Index, Symbol VTIAX-

Dividend Paying Mutual Funds: Vanguard vs. Fidelity

Dividend Paying Mutual FundsDividend paying mutual funds are very popular with investors, and this has always been the case. Which fund family offers better dividends though, Vanguard or Fidelity? Both of these mutual fund companies have an excellent reputation and have seen great results with many of the funds offered, and this is true in the dividend sector as well.

Mutual Funds Investment Advice: Top 10 Mistakes To Avoid

Mutual Funds Investment Advice 1. Make sure that any mutual funds investment advice you receive does not cost you an arm and a leg. One of the most common mistakes made is paying an advisor too much money to tell you where the best fund choices are. Most investors can do this without professional help, if you are willing to take the time and effort to do this.

2. Take advantage of the many different tax free mutual funds that are available. These funds can help you limit the taxes you may owe from your investments, and they can offer city, state, and federal tax advantages.

Buying Mutual Funds At The End of The Year Risks

Buying Mutual FundsBuying mutual funds can be a good investment for many, but care should be used about when these funds are purchased for tax reasons. Typically mutual funds will send out the year end distribution for the fund on December 31, and if you purchase the fund before the distribution is made then it can have tax consequences. This is true for both load and no load mutual funds, and the distribution is normally done on this date because the mutual fund must pay the taxes on the money otherwise.

Top 10 Mutual Fund Companies By Assets

Mutual Fund CompaniesProviding a list of best mutual funds is not an easy task as many different factors play important roles for different types of investors. So this particular list consists of top ten mutual funds companies by asset allocation. And the winners are:

Mutual Fund Screener By Holding Review

Mutual Fund ScreenerA mutual fund screener can be an excellent research tool for investors, and there are many screeners out there which allow you to see the exact holdings of the fund. Buying mutual funds allows you to make one investment and acquire a number of holdings in return, but it is important to determine the holdings of each fund before a final decision is made, for a number of reasons. Some funds may have a portfolio which is not diverse, and that only includes holdings in one or two sectors.

Market Timing Mutual Funds Late Trading

Market Timing Mutual FundsMarket timing mutual funds is a practice which is completely legal, and should not be confused with late trading, a practice which is illegal and unethical. Some of the best performing mutual funds practice market timing, which involves doing all the needed research and attempting to predict the best time to buy or sell shares. These funds disclose the fact that they use some short term trading methods including market timing, and this makes the practice acceptable. Late trading is different from market timing mutual funds because this practice involves receiving the net asset value cost at the previous rate, after the deadline for this value has passed.

10 Best Performing Mutual Funds In The Last Decade

Best Performing Mutual Funds 1. Wasatch Micro Cap (WMICX) – Wasatch is included as one of the best performing mutual funds over the last ten years because this investment has seen a ten year annualized return rate of almost twenty five percent.

2. Value Line Asset Allocation (VLAAX) – This is one of the market timing mutual funds, and this fund has a four star rating by Morningstar and is one of the few that saw positive returns in the last few years when most funds had losses.

Low Initial Investment Mutual Funds Review

Low Initial Investment Mutual FundsLow initial investment mutual funds are a great opportunity to get involved with the stock market even if you do not have too much money to begin with. Low initial investment mutual funds will allow you to open up a brokerage account for as low as $100 to $500 and start growing your investments right away.

Since your budget is limited, you have to be really careful about selecting good mutual funds that offer decent performance ratings along with low expense ratio of anywhere from 1% and below, preferably with no load fees.