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No Load Mutual Funds

• About ( An Objective Website About the Best No Load Funds This website has been researched, written, and published independently. To ensure objectivity, no compensation of any kind has been paid by any third party to influence the editorial content of this website. All articles on this website were written by the Pasadena Financial Planner. Start a conversation [...])
• Avoid Large Actively Managed Mutual Funds ( Big mutual fund portfolio positions and higher percentage ownership of any company’s stocks and bonds are not good for actively managed mutual fund performance. These big positions and high percentages are not good for your personal investment portfolio either. Large size constrains how a fund can trade and how efficiently it can do so. When an [...])
• The Best No Load Mutual Funds Have VERY LOW Investment Management Expenses ( A high ETF or mutual fund management expense ratio can only be justified, if an investment fund earns even higher net returns that compensate for these higher expenses. Sadly, this is most often NOT the case with costly actively managed equity and bond mutual funds and with high cost exchange-traded funds (ETFs). In addition, you have [...])
• Avoid Very Small Mutual Funds and ETFs ( If you are going to invest in actively managed mutual funds, then these funds need to have a sufficiently large asset base to fund the necessary securities research and analysis. If an active fund is too small, then fund securities research, analysis, and management quality can suffer or fees could grow. Passively managed index funds and [...])
• Vanguard Index Mutual Funds Versus Vanguard Managed Funds ( Go to Part 2: Vanguard Mutual Fund Investment Newsletter >>>>>>> This two-part article: 1) summarizes a recent research report that compared Vanguard's passively managed index mutual funds with Vanguard's actively managed mutual funds (The title of this study by Abel Rodriguez and Edward Tower is "Do Vanguard’s Managed Funds Beat Its Index Funds?" provide links to it [...])
• The Best Noload Mutual Funds Have VERY LOW Portfolio Turnover ( Higher mutual fund turnover means higher securities trading costs, which reduce investment fund performance. Short-term mutual fund trading is a zero sum game played against other very well informed mutual fund traders and other securities market traders. On average, higher mutual fund turnover is far more likely to result in lower investment fund performance -- instead [...])
• 7 Ways to Pick the Best Noload Mutual Funds and ETFs ( Scientific Criteria for Selecting Top No Load Mutual Funds and the Best Mutual Funds and ETFs People simply want to invest in what they hope will be the top no load mutual funds and the best noload mutual funds and exchange traded funds (ETFs). They want selection criteria that can lead to a higher probability of [...])
• Dan Wiener’s Vanguard Mutual Fund Investment Newsletter Promotion (<<<<<< Go to Part 1: Vanguard Index Mutual Funds Versus Vanguard Managed Funds In this second part of this two part article, we: discuss an email promoting a mutual fund newsletter that some of my clients forwarded to me, attempt to understand certain rather exceptional investment performance claims for this investment letter, try to reconcile these performance claims [...])
• The Best Mutual Funds Have NO Sales Loads and NO 12b-1 Fees ( Sales loads and other 12b1 fees just pay financial advisors to recommend more expensive mutual funds and ETFs There is no good evidence that investment sales loads and other 12b-1 sales fees charged to investors result in higher mutual fund and ETF performance. In fact, the opposite has repeatedly been shown to be true. Mutual funds have [...])
• Screen Out Inferior Mutual Fund Performance ( Screen Out Inferior Mutual Fund Performance -- BUT ONLY AFTER using other ETF and mutual fund selection criteria Superior or even average mutual fund performance in the past simply DOES NOT predict similar fund performance in the future. However, the investment research literature does provide some modest evidence that substantially inferior past mutual fund performance is more [...])