How to Make Sense Out of Mutual Fund Data

If you are like most individual investors, you track your investments carefully. For your stock investments that means watching the share price, and for bonds that means watching the bond price. What about mutual funds? Many individuals track the fund’s net asset value (NAV). And in the process they may have found that their fund’s…

 

How to Follow AAII’s Level3 Passive Portfolio

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   The Top Mutual Funds Over Five Years: Tech Takeover Technology funds lead this year’s list of the top funds, though two non-sector funds are also on the top-10 list. Guidance on How to Follow the Level3 Passive Portfolio The AAII Level3 Passive Portfolio is…

 

10 Questions to Ask About a Fund Manager

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   How to Measure the Skills of Your Fund Manager Investors can take advantage of an observed characteristic that predicts higher fund performance. As long as the fund keeps its strategy unaltered, and as long as the observed characteristic predicts good performance, investors will benefit…

 

How Many Mutual Funds Should You Own?

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Analyzing Mutual Funds: Creating Fund Screens With tens of thousands of mutual funds at your disposal, the number of fund options now far outweighs the number of stocks for most investors. Screening is one of the quickest ways to winnow down a large number…