Easy Mutual Fund Calculator

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...

Ask you financial adviser to show you the fund ratings or do your own research if they will not. Otherwise find yourself a good Fee-Only financial adviser that gets paid...

When you are setting up an account over the internet with your online broker, you must first meet three important requirements. Your computer must be able to connect to the...

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...

Funds are usually chosen by those that want to cut down on the risk. The diversity of mutual funds allows for investing in more than one source. A mix of...

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...

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...

Check out the fund`s cost of ownership. While you can not predict a fund`s performance, you can control the ongoing expenses. Since expenses impact your ability to grow investments over...

Past performance can provide a good starting point, but nothing more. In fact, past performance predicts losers better than the winners. A 1998 study from fund-tracking firm Morningstar, demonstrated the...

They are low to moderate risk investments and are very sensitive to interest rate changes - balanced funds mix stocks and bonds to reduce the investment risk of stocks and...

When you work with mutual funds you can manage them better. You normally do not buy mutual funds directly. Instead you hire a professional manager to care for your purchase....

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...

Dismiss recent results Past performance is no indicator of future results. No truer words could ever be spoken and they are included in every mutual fund advertisement. But it is extremely...

Dismiss recent results Past performance is no indicator of future results. No truer words could ever be spoken and they are included in every mutual fund advertisement. But it is extremely...

Unfortunately, history seems to suggest not. Despite the fact that tens of thousands of individuals make their professions trying to beat the markets, almost none of them do so on...

Dismiss recent results Past performance is no indicator of future results. No truer words could ever be spoken and they are included in every mutual fund advertisement. But it is extremely...

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...

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...

Past performance can provide a good starting point, but nothing more. In fact, past performance predicts losers better than the winners. A 1998 study from fund-tracking firm Morningstar, demonstrated the...