How to Invest Differently Than a Mutual Fund

Conventional wisdom holds that buying index (“passive”) mutual funds and exchange-traded funds (ETFs) is an effective way to beat actively managed funds. Index funds tracking broad-based indexes are difficult to beat over extended periods because of their low costs. For many investors, they are a good option but are not the only way to beat…

 

10 Questions to Ask About a Fund Manager

Performance statistics are probably the single most scrutinized feature of any mutual fund. These figures are, of course, important indicators of how well a portfolio manager has performed in the past. As such, they can serve as useful flags of a possibly good manager or a possibly bad manager. But the question facing any prospective…

 

The Individual Investor’s Guide to the Top Mutual Funds 2016

This week’s AAII Weekly Features highlight these valuable AAII articles: The Individual Investor’s Guide to the Top Mutual Funds 2016: AAII’s annual mutual fund guide provides information and performance statistics on more than 730 funds. The Truth About Top-Performing Mutual Fund Managers: Top-performing mutual fund managers will likely underperform their benchmarks at some point, but investors…