AAII Home AAII Blog

The February 2017 issue of the AAII Journal contains the updated Individual Investor’s Guide to the Top Mutual Funds. This valuable member benefit included 728 in the print version, while online there is information covering nearly 1,600 funds. AAII members that are new...

Look under the hood of exchange-traded funds (ETFs) incorporating a quality factor and you will often find accruals being used. An accrual is an accounting entry recorded at the time a transaction occurs, regardless of whether not payment has been made. Accrual accounting allows...

Many investors say that buying a stock, ETF or mutual fund is the easiest part of investing. The hard part comes when deciding when to sell. On the surface, selling a stock may be easier than selling a mutual fund or ETF because there are more quantitative variables to analyze–growth...

If one were to survey investors about what traits make a stock attractive, the top of the list would include an attractive valuation, a reasonable expectation of a price increase (particularly sooner rather than later), a sound underlying business model and good fundamentals. The...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: High Buyback Yields James O’Shaughnessy, in the fourth edition of his book “What Works on Wall Street” found that stocks with the highest buyback yield (top 10%) outperformed the overall...

Since the launch of the first public index mutual fund on December 31, 1975, mutual funds have been a popular vehicle for investors to invest in a basket of stocks as an easy means of achieving portfolio diversification. In the 23 years since the first exchange-traded fund (ETF)...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: A 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...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: The Top Mutual Funds Over Five Years: Health Care Remains on Top: Health care has been one of the best-performing mutual fund categories for each of the last five years. It was the top fund...

This article originally appeared in the October 2013 issue of the AAII Journal. Interested in the benefits that individual bonds can offer, but not ready for the complications? The hybrid defined-maturity bond funds are one alternative. What are they and what do you need to know...

Any time a fund invests in something more esoteric than exchange-listed stocks from a developed country or widely traded high-quality bonds, the potential for something to go wrong increases. We saw this happen in December when the Third Avenue Focused Credit Fund—a mutual fund—suddenly...