Best No Load Funds

The Best No Load Mutual Funds and ETFs

How to Select the Top No Load Mutual Funds and ETFs
Given the extremely large number and variety of stock - equity, bond - fixed income, and equity mutual funds and ETFs, investors need a rational basis to select among them. For example, there are over 60,000 different mutual fund investment share classes sold worldwide. Some […]

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 […]