Best No Load Funds

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 […]

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 […]

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