The Mutual Fund Traits That Matter


The great thing about our annual mutual fund guide is the large number of funds it covers and the significant amount of information it provides about each fund. As useful as this data is, it can admittedly be overwhelming to a person without a plan for identifying a new fund (or funds) to invest in. Fortunately, this does not have to be the case. I’m going to walk you through the basic steps you need to follow when selecting a new mutual fund. This advice is, in large part, also applicable to exchange-traded funds (ETFs) and closed-end funds (CEFs).

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