AAII Survey: Why Retail Investors Sell Mutual Funds

Mutual fund turnover typically measures the replacement of holdings in a mutual fund and is commonly presented to investors as a percentage over a one year period. If a fund has 100% turnover, the fund replaces all of its holdings over a 12-month period. However, you may discover that your mutual fund turnover rate is much higher than you expected. The typical managed…

 

AAII Readers Predict Their Top Sector Over the Next Five Years

Each year, AAII publishes its guides to the top mutual funds and exchange-traded funds. In conjunction with those guides, we also publish an analysis of the top-performing funds and ETFs over the last five years. For the last several years, health care has dominated all other sectors. In this year’s coverage of the top mutual…

 

The Sell Decision With Mutual Funds: Knowing When to Walk Away

Many people hop in and out of investments all too frequently. That’s due in part to the fact that mutual fund advice and information are so freely available that individuals often are persuaded to switch from their more prosaic funds to those that have been delivering more exciting short-term returns. At the opposite extreme, others…

 

The Truth About Top-Performing Mutual Fund Managers

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: The Truth About Top-Performing Mutual Fund Managers It’s only natural for investors to look at past performance when selecting managers of either mutual funds or separate accounts. Almost everyone is impressed by a strong track record. However, investors may be making a crucial mistake by fleeing…