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Assessing the Risk of a Mutual Fund

Sector Classification Change Could Alter Some ETFsSector Classification Change Could Alter Some ETFs

A shift in sector and industry classifications will impact exchange-traded funds (ETFs) and mutual funds that target the affected industries and sectors. The change could also result in the renaming of some funds in addition to the potential changes to holdings and the weightings of various stocks within those funds’ portfolios.


The Individual Investor’s Guide to Exchange-Traded Funds 2018

Jaclyn N. McClellan

Our expanded annual guide covers 542 ETFs, providing detailed return information and data as well as an update on the ETF industry.

 

 


Funds Can Switch to Paperless Delivery of ReportsFunds Can Switch to Paperless Delivery of Reports

The U.S. Securities and Exchange Commission (SEC) approved a new rule allowing for mutual fund, ETF and other investment fund shareholder reports to be delivered electronically. This is a change from the current system where annual reports are sent through postal mail.


The Other Part of the Equation: Assessing a Fund’s Risk

Often, it is all too tempting to evaluate a mutual fund solely based on its rate of return over some period of time. The part of the equation that some investors may ignore is risk. While there are also subjective factors to consider in evaluating a specific fund, all analysis should start with performance—both return and risk.


Our Member Question for this week is:

How much are your financial decisions influenced by the Global Financial Crisis of 2008–2009?

votenow

Vote to answer this week’s Special Question: What steps have you taken, if any, to make you feel that you will be better protected from the next financial downturn?

Last Week’s Results:

Poll results are as of 9 a.m. (Central) on Monday. 2,560 respondents.


AAII Survey: Why Investors Don’t Use Advisers

Historically, stocks are the best-performing asset class for investors with a long-term perspective. Do our readers agree with that? We asked what they think is the best asset class to invest in for those with a time horizon of at least 10 years. Also, there are many reasons why investors choose not to use a financial adviser. We asked why our readers don’t use an adviser.


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 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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