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Mutual Fund Investing Strategies
There are many popular mutual fund investing strategies available to the average investor today thanks to countless financial products. Whether you want to own timber in Russia or foreign currency, small cap growth stocks or large cap value stocks, balanced mutual funds that include both stocks and bonds, or a little bit off everything, the mutual fund investing strategies covered in these articles should help give you a place to start so you know the questions to ask your own financial adviser.
How to Select a Mutual Fund - A 10-Part Guide to Picking Winning Mutual Funds
When three Boston money managers pooled their money in 1924, the first no load mutual fund was born. In the subsequent eight decades, that simple concept has grown into one of the biggest industries in the world, now controlling trillions of dollars in assets and allowing small investors a means to compound their wealth through systematic...
What Is a Balanced Mutual Fund?
Mutual funds are classified by the type of investments they own. Some mutual funds only own stocks. These are called equity funds. Some mutual funds only own bonds. These are called bond funds or fixed income funds. But some mutual funds own both, and these are called balanced funds or blended funds. This overview of balanced funds was...
Bond Mutual Funds vs. Bonds
Many investors don't know which is better for their fixed income portfolio, bond funds or individual bonds. In this introduction to bond funds you will learn the benefits, drawbacks, and other considerations when trying to make a decision about whether you should purchase individual securities or invest in a diversified bond fund.
Global Mutual Funds vs. International Mutual Funds
Have you ever come across a "global" mutual fund or an "international" mutual fund and wondered if there is any difference? How about a mutual fund that says, "Asia ex Japan"? These aren't just meaningless titles - they actually are telling you certain things about the types of investments the fund owns. There really is a big difference...
How To Evaluate Mutual Fund Returns Like a Pro
There are several ways to evaluate mutual fund return risk. This brief introduction to terms that help measure risk such as the Sharpe ratio and r-squared was designed to gently walk you into the waters of investment terminology without being overwhelming.
How Mutual Funds Can Cause Big Tax Payments In Bear Markets
Many investors that hold mutual funds outside of a tax-advantaged account such a 401(k) or Roth IRA are going to receive a rude awakening when their broker sends them their year-end tax documents. That's because they may owe capital gains taxes on their mutual funds even if they have experienced huge drops in market value. Don't think it's...