Easy Mutual Fund Calculator

READ CLOSELY: How do all these fund costs affect you? Well, with the expense ratio which averages 1.6% per year, sales charges 0.5%, turnover generated portfolio transactions costs 0.7%, and opportunity...

Technical analysis removes all emotional and subjective aspects of your decisions. This method can be based on many means of analyzing a funds price performance. You can do it with...

Watch for a solid record of returns, rather than funds showing spurts of great years followed by fits of lousy ones. Compare the funds returns to a relevant benchmark index,...

These are just two of several companies that provide ratings on these funds. Research them and take the time to evaluate the past performance before going with one of these...

This formula shows the value of the shares in that fund. The second column will be offer price, which is what an investor would pay that day to buy more...

Lipper Inc ranks its funds based on prior performance. The worse the performance the higher the rating to indicate a larger risk, the lower the rating the better the performance...

One way around the round-trip trap is instead of buying the same fund back (because now that energy fund is going up again) is to buy a similar fund from...

There are also chart services, like StockCharts or BigCharts. Do not have the ticket symbol? There is no need to worry. You can still search the name of your fund...

Make sure the management team has not changed by the way. You do not want to pay for fabulous past results only to find out there is a new portfolio...

To discover additional investment, financial and income tax strategies, check out my blog or download your FREE Wealth Expansion Kit by clicking here. The first step to creating wealth is...

Watch for a solid record of returns, rather than funds showing spurts of great years followed by fits of lousy ones. Compare the funds returns to a relevant benchmark index,...

The five costs of mutual fund investing are: 1. Tax Costs - excessive capital gains from active trading. 2. Transaction Costs - the cost of trades themselves. 3. Opportunity Costs - dollars taken...

Mutual Fund returns are meeting the reasonable expectations of investors. In the greatest of bull markets, funds of all sizes seriously under performed the stock market. The inability of 85%...

In his book "The Trouble With Mutual Funds," Richard Rutner shares that "No one denies that the average mutual fund returns 2% less per year than the stock market returns...

Another thing to keep in mind is not to buy loaded funds. These are funds that have sales charges attached to them. If you purchase these types of finds, you...

There are, in effect, FIVE separate bills that mutual funds charge. The best way to determine if something is effective for you or not is to dollarize the benefit or...

In developing mutual fund strategies it is important to recognize that most software programs, especially chart based programs, are designed to work best with stocks or ETFs. The holding requirements,...

The recent explosion of an oil rig in the Gulf and the resulting chaos and environmental damage tells you that any company can all of a sudden be exposed to...

Mutual fund ratings while they can be accurate at times are not something to base your future investments on alone. If you rely on these alone you may as be...