Assessing the Risk of a Mutual Fund

Sector Classification Change Could Alter Some ETFs A shift in sector and industry classifications will impact exchange-traded funds (ETFs) and mutual funds that target the affected industries and sectors. The change could also result in the renaming of some funds in addition to the potential changes to holdings and the weightings of various stocks within…

 

Conversations on Picking Good Stocks and Funds

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Minimizing Taxes With Asset Allocation Asset location is a tax-minimization strategy of placing investments in accounts that ultimately will produce the highest aftertax return for the investor’s entire portfolio. Investors who can benefit the most from asset location strategies are those who follow a…