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The Truth About Top-Performing Mutual Fund Managers

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

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 from recent losers and flocking to recent winners, especially if they act on relatively short-term results

Charles Rotblut

This article discusses the differences between individual bonds and defined-maturity funds and compares and contrasts the defined-maturity fund offerings from three firms. It also includes real-world examples of monthly and final distributions.

Choosing The Right Mix: Lessons From Life Cycle Funds Splash imageEach life cycle fund represents a diversified fund of mutual funds that a mutual fund family recommends for typical individuals who anticipate retiring on a specific target retirement date. What you can learn from four life cycle fund families.

  • Selecting Active Equity Mutual Funds: Don’t Get Caught in the Middle
    AAII BlogAbout 70% of active equity mutual funds are closet indexers that generally fail to beat the market after fees. Mutual funds with market-beating performance tend to be highly active, hold relatively fewer stocks and are of smaller size. This article highlights how to weed out closet indexers and identify truly active funds.

 Our Member Question for this week is:

 

What is your primary reason for selling a fund (ETF or mutual fund)?

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Vote to answer this week’s Special Question: What are the TOP THREE mutual funds or ETFs you currently own (as a percentage of your overall portfolio)? Why did you select them?

Last Week’s Results:

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Click here to learn about the results of last week’s AAII Special Question.

AAII Mutual Fund Classroom

If you’re contemplating the investment in mutual funds, you’ll want to arm yourself with some basic information. A tour through this classroom gives you all the tools you need to get started. Topics covered include: how funds are structured; how to assess your risk tolerance when selecting a mutual fund; which fund reports you need to read before investing; and how to buy and sell fund shares.

 

 

The AAII Weekly Digest is one of the many benefits of AAII membership. To learn more, consider a risk-free 30-day Trial AAII Membership to start becoming an effective manager of your own assets.

 

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