Easy Mutual Fund Calculator

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...

The Benefit Of Mutual Funds These types of funds are about providing fair prices to investors. By allowing clients to pool their money together, their portfolios are able to become more...

Index Funds Of course for many of us, our primary investment vehicles are index funds. These are funds which are designed to match the performance of a major stock index. This...

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,...

Taxes are often overlooked and can substantially reduce your after-tax gain unless investing within a tax-deferred, retirement account. Avoid funds with large distributions (capital gain payments) by searching for funds...

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...

Spreadsheets & Formulas I have known plenty of investors who have invested extensive time, money and research into choosing their mutual funds. They have devised their own systems, using complex formulas...

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...

Stay Out of the Money Market Fund or Stable Value Funds - such funds are great if you are building an emergency cash reserve or saving for your summer vacation,...

Understanding Mutual Fund Data Now that you know how to find mutual fund prices today, there is the matter of knowing how to read what it is that you have found....

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...

All the matters are the long term trends, and in the long run stable value funds barely keep up with inflation. Unless you are talking about a lifestyle fund, or...

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...

Index funds provide a static and very transparent investment portfolio. They also offer very low turnover of securities due to less buying and selling. This allows them to keep operating...

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...

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...

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...

The four-letter word that no business can live with out and is referred to as the lifeblood of any business is CASH. Accordingly, the individual investor is better served when...

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...