AAII Weekly Digest: Making Sense of Mutual Fund Data


A Second Look at How Target Date Funds Change Their AllocationsA Second Look at How Target Date Funds Change Their Allocations

Target date funds offer the premise of a one-stop solution for investors seeking professional allocation strategies. They are commonplace in 401(k) and other similar employer-sponsored retirement plans. However, there remains confusion about how to use target date funds. This article offers an overview of target date funds, the allocation strategies they use and how these strategies change over time and how investors can go about selecting target date funds.

Conducting Fundamental Analysis of Equity REITs

Jaclyn McClellan

This article discusses how to analyze equity real estate investment trusts (REITs) on a fundamental basis, touching on metrics that are unique to REITs. Fundamental analysis is similar to “bottom-up” analysis, which looks at ratios, multiples and other important metrics and compares those values to the REIT’s historical averages or to its competitors in order to determine an “intrinsic” value, or true worth.


The Four Groups of ETFsThe Four Groups of ETFs

AAII Journal editor Charles Rotblut and Elisabeth Kashner, the director of ETF research for FactSet, discuss the misunderstood complexity and differences among seemingly similar-sounding exchange-traded funds, as well as what investors should consider when looking at a particular ETF.


How to Make Sense Out of Mutual Fund Data

If you are like most individual investors, you track your investments carefully. Many individuals track the fund’s net asset value (NAV). However, tracking a fund’s NAV as an indication of performance can be highly misleading, unless you understand the various components that affect net asset value—not all of which are related to the fund’s performance.

Our Member Question for this week is:

How well will the S&P 500 index perform in the second half of this year?


Vote to answer this week’s Special Question: What do you think will be the best-performing asset class (stocks, bonds, commodities, etc.) or sector/industry for the rest of the year?

Last Week’s Results:

Poll results are as of 9 a.m. (Central) on Monday. 1,940 respondents.

AAII Survey: Most Readers Not Worried About Running Out of Money in Retirement

Running out of money in retirement is a major concern for older Americans, especially since so many are considerably behind on savings. Studies show that most Americans fear running out of money in retirement and even fear running out of money more than dying. The latest AAII reader survey asked how worried our readers are about running out of money in retirement and the follow-up special question asked what our readers would do if they thought they were going to run out of money once they retired.

AAII Mutual Fund Classroom: Mutual Fund Investing Articles

If you’re contemplating investing in mutual funds, you’ll want to arm yourself with some basic information. This AAII Investor Classroom, one of the many benefits of an AAII membership, gives you all the tools you need to get started. The topics covered include: how to break a tie between two funds; what to look for when reading a mutual fund statement; how to research mutual funds; and much more.


The AAII Weekly Digest is one of the many benefits of AAII membership. To learn more, consider a 30-day Trial AAII Membership to start becoming an effective manager of your own assets.


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