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This article originally appeared in the June 2014 issue of the AAII Journal. Many articles exist on how to use financial data to pick solid mutual funds. But what comes after screening based on quantitative metrics? What about the other side of fund selection—the qualitative...

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...

This article originally appeared in the September 2014 issue of the AAII Journal. Like mutual funds, exchange-traded funds (ETFs) are a way for investors to participate in the stock, bond and commodity markets; achieve a diversified portfolio; and gain access to a broad array of...

According to the Investment Company Institute’s Fact Book, in 2015, there were over 16,000 mutual funds, closed-end funds and exchange-traded funds. This is more than the current number of stocks listed on the NASDAQ, NYSE and Amex exchanges. [Editor’s note: As of January 31,...

The October AAII Model Portfolio Update is now available online. “October: This is one of the particularly dangerous months to invest in stocks. Other dangerous months are July, January, September, April, November, May, March, June, December, August and February.”—Mark Twain It...

“Bond king” Bill Gross is leaving PIMCO, a company he co-founded, to join Janus Capital Group (JNS). Our mutual fund guide shows Gross as the lead manager on eight PIMCO mutual funds. Our exchange-traded fund (ETF) guide shows Gross as the lead manager on one PIMCO ETF. The...