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Mutual Fund Nation-Stock, Income, Bond Funds — Best mutual funds

Recent Posts

  • Top Mutual Fund Warning Signs

    Top Mutual Fund Warning Signs

    While the creation of the mutual fund has been incredibly beneficial for the average investor, it is important to evaluate all sides of what mutual fund have to offer. Mutual funds do provide instant diversification and bring professional management to the individual investor, but are there any downsides? In particular, when evaluating a mutual fund you should be wary of these three warning signs of a bad mutual […]

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  • A History of the Mutual Fund, Part II

    A History of the Mutual Fund, Part II

    Part I of our series in the history of the mutual fund traced the introduction of a similar type of investment vehicle back to 1774 in the Netherlands. While this first fund and subsequent others based in Europe invested in American colony plantation bonds, US railroad bonds, and other American securities, funds were not launched in the United Stated for over a century. The first pooled investment vehicle […]

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  • A History of the Mutual Fund, Part I

    A History of the Mutual Fund, Part I

    Many investors view the mutual fund as a modern invention, which makes sense as the first open-end mutual fund structure in America has its roots in the 1920s. However, investment vehicles with a similar structure and ideals were offered overseas hundreds of years before. As with most inventions, the now-common mutual fund was once nothing more than a good idea. Most historians credit the introduction of this idea […]

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  • Mutual Fund Mavens, Part II

    Mutual Fund Mavens, Part II

    While most investors have heard of the largest mutual fund companies such as Vanguard, T. Rowe Price, Franklin Templeton, etc, few know the story behind each institution. Many of the men who started these now famous and well-known companies were typically introducing an idea which at that time changed the way the mutual fund industry operated and essentially created the vast investment services industry we enjoy today. Below […]

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  • Mutual Fund Mavens, Part I

    Mutual Fund Mavens, Part I

    While most investors have heard of the largest mutual fund companies such as Vanguard, T. Rowe Price, Franklin Templeton, etc, few know the story behind each institution. Many of the men who started these now famous and well-known companies were typically introducing an idea which at that time changed the way the mutual fund industry operated and essentially created the vast investment services industry we enjoy today. Thomas […]

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  • The Title of a Mutual Fund Can Be Deceiving

    The Title of a Mutual Fund Can Be Deceiving

    Most investors are familiar with mutual funds, though they may not totally understand how they work. As of 2010, there were over 7,000 registered mutual funds managing more than $12 trillion in assets for nearly 90 million U.S. investors. How can a mutual fund differentiate itself from other funds to bring in new investors? Many of the mutual fund companies start with the naming of their funds. In the […]

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  • Understanding the Various Expenses Charged by Mutual Funds

    Understanding the Various Expenses Charged by Mutual Funds

    There are a number of fees that mutual funds may legally charge shareholders. The fees can be one time charges or annual charges. The types of fees imposed depend upon the fund being rated as a Load Fund or No-Load fund. Load vs. No-Load Funds A Load mutual fund charges a number of fees to pay for sales related expenses. These funds are marketed to the public by […]

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  • Decoding Morningstar’s Mutual Fund Analysis

    Decoding Morningstar’s Mutual Fund Analysis

    If you have spent any time at all analyzing mutual funds, you have probably run across ratings and analysis from the investment research firm Morningstar. While Morningstar provides research on stocks and market data on a large variety of financial products, the firm is perhaps most widely known for its research and ratings of mutual funds, especially the ubiquitous Morningstar Style Box and Star ratings. The Morningstar Style […]

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  • Target-Date Mutual Funds: The Basics

    Target-Date Mutual Funds: The Basics

    One of the more recent popular innovations in the mutual fund industry has been the creation of target-date mutual funds. Instead of burdening the investor with portfolio rebalancing throughout time (investor’s typically desire to take less risk as they age), the target-date fund systematically adjusts the portfolio to become less risky over time. While target-date funds were created in the 1990s, they have only recently started to gain […]

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  • Under The Hood At DFA

    Under The Hood At DFA

    You will never once hear praise heaped on a DFA fund manager for successful stock-picking. This is not because DFA doesn’t post good returns, but because the managers at this relatively unknown Texas-based firm don’t pick stocks at all. However, this unique firm doesn’t index either; they promote themselves as an alternative to both indexing and active management. So if they don’t actively manage funds, and they don’t […]

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