Choose Mature Noload Mutual Funds
Investing in more mature stock and bond mutual funds and exchanged-traded funds (ETFs) allows you to evaluate the historical consistency of a fund’s record.
On average, the future portfolio returns of more mature funds are probably no more predictable than for very young funds with a similar style or strategy. However, the record of accomplishment of […]
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 […]
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 […]
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 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 […]
Find More Free Financial Information:
- Vanguard Index Mutual Funds Versus Vanguard Managed Funds
- Dan Wiener’s Vanguard Mutual Fund Investment Newsletter Promotion
- 7 Ways to Pick the Best Noload Mutual Funds and ETFs
- The Best No Load Mutual Funds and ETFs
- Avoid Very Small Mutual Funds and ETFs
- Choose Mature Noload Mutual Funds
- The Best Mutual Funds Have NO Sales Loads and NO 12b-1 Fees
- The Best Noload Mutual Funds Have VERY LOW Portfolio Turnover
- The Best No Load Mutual Funds Have VERY LOW Investment Management Expenses
- Avoid Large Actively Managed Mutual Funds
