Easy Mutual Fund Calculator

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,...

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...

Actively Managed Funds: All mutual funds that are actively managed by a fund company in an effort to add value to shareholders returns fall into this category. In theory, an...

The main advantage of active management is that quality managers use their experience, analytical skills and economic research to help find undervalued investments that are ready to out perform the...

Investing in stocks, mutual funds and exchange traded funds can be a great way to build wealth, but timing the markets can be detrimental to your bottom line and extremely...

Always review the experience and performance of the fund`s managers. When you buy a mutual fund, you are actually investing in the experience, skill, and savvy that the manager brings...

For instance Morningstar gives one to five stars as ratings. The score the company first gets on the risk of the fund is what the system is based on. The...

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...

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...

No one offers the idea of buying investment properties which appreciate and allow you to harvest dollars out of them by way of refinance and adjust the rents to cover...

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...

These two lists illustrate just nine (9) possible groups. The next step is to either use software that enables you to find the best future performers within each group or perform...

Along with the increased buying and selling activities of an active manager comes a higher expense charge for those trading and management costs. Most actively managed funds have a 50...

The main advantage of active management is that quality managers use their experience, analytical skills and economic research to help find undervalued investments that are ready to out perform the...

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...

Most fund ratings are determined by the past performance of the company making the mutual funds available. The mutual funds performance is commonly tracked for a period of five to...

Always review the experience and performance of the fund`s managers. When you buy a mutual fund, you are actually investing in the experience, skill, and savvy that the manager brings...

The obvious advantage of mutual funds is that they allow you to pool your money with other investors and leave the decision making to someone else. You do not have...