• Developing Fund Authority Scores for ETFs and Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds a...
  Developing Fund Authority Scores for ETFs and Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > The Fund Authority Score System for Evaluating Mutual Funds and ETFs - Financial Articles, Good things are born small and grow over time. Regularly, The Skilled Investor plans to evaluate individual mutual funds and ETFs and to add new articles that use the Fund Authority Score rating system. To be alerted when these new articles are published, just subscribe either to our main website's RSS feed or to our blog's RSS feed. You can find orange buttons for these feeds in the left hand column of this webpage.
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• Diversify with Low Cost Index Mutual Funds and ETFs Only
  During the last twenty-five years of the 20th century, mutual fund and exchange traded fund portfolio assembly costs declined dramatically. Brokerage
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• Do Morningstar Ratings predict risk-adjusted equity mutual fund performance? - The Skilled Investor's FUND AUTHORITY SCORES ...
  Do Morningstar Ratings predict risk-adjusted equity mutual fund performance? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Morningstar Ratings have demonstrated some modest predictive information about performance. However, most individual investors will probably be very surprised about what kind of predictive information the stars provide. The stars have been a mild predictor of inferior performance. However, investors act as if the stars predict superior future performance, when in reality they seem to contain no such information.
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• Do mutual fund Morningstar Ratings changes influence individual investors? - The Skilled Investor's FUND AUTHORITY SCORES fo...
  Do mutual fund Morningstar Ratings changes influence individual investors? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, An analysis of the flow of investments into and out of mutual funds demonstrated a direct relationship between Morningstar Rating changes and investor reactions. Morningstar ratings upgrades resulted in positive abnormal mutual fund investment inflows, and downgrades caused lower than normal inflows or increased outflows. The dollar effects of ratings involving 4 and 5 stars we the strongest.
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• Do the new Morningstar star ratings predict superior mutual fund performance? - The Skilled Investor's FUND AUTHORITY SCORES...
  Do the new Morningstar star ratings predict superior mutual fund performance? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Compared to its old system, early data indicates that Morningstar’s new star ratings system may have some performance predictability. However, the new stars may just be a proxy for fund costs. Instead of using the stars, investors should use costs to screen funds, which are a more direct and proven indicator of future fund performance.
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• Does it pay to trade when the Morningstar Rating of a mutual fund changes? - The Skilled Investor's FUND AUTHORITY SCORES fo...
  Does it pay to trade when the Morningstar Rating of a mutual fund changes? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, A study found that active trading when Morningstar Ratings changed lead to positive pre expense returns at all levels of star ratings changes. However, the “excess” returns to these strategies did not hold up once associated expenses were considered. Expenses for monitoring, trading, and paying taxes and loads easily outweighed any positive returns to these strategies.
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• DWS S&P 500 Index Fund (SXPAX) +1 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and E...
  DWS S&P 500 Index Fund (SXPAX) +1 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles,
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• Fidelity Spartan 500 Index mutual fund (FSMKX) +10 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for M...
  Fidelity Spartan 500 Index mutual fund (FSMKX) +10 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, This article summarizes our Fund Authority Score for the Fidelity Spartan 500 Index mutual fund, which is one of the best index funds for a lower cost standpoint. The investment strategy of the Fidelity Spartan 500 Index mutual fund is to closely track the S&P 500 at a very low cost.
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• Fund Authority Scores - Taking the Snake Oil Out of Investment Fund Evaluation - The Skilled Investor's FUND AUTHORITY SCORE...
  Fund Authority Scores - Taking the Snake Oil Out of Investment Fund Evaluation - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > The Fund Authority Score System for Evaluating Mutual Funds and ETFs - Financial Articles, Historical performance charts allow investment fund promoters to selectively market their supposedly superior funds and to allege that their excessively high fees are worth it. Lured in by superior past performance, most often individual investors will get mediocre future performance before costs and even worse performance after costs. Unreasonably high investment expenses, industry sales and marketing fees, and excessive yet hidden, performance killing portfolio trading costs are the real economic factors that in...
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• How much do hidden mutual fund trading expenses cost you? - Personal Investment Management > Cost Control and Investment Per...
  How much do hidden mutual fund trading expenses cost you? - Personal Investment Management > Cost Control and Investment Performance Improvement Articles - Financial Articles, The average mutual fund paid .27% of net assets in hidden commissions in 2001. When measured on a capitalization weighted basis, the average hidden commission cost was .19% of net assets. The effective trading costs related to the bid/ask spread and the temporary shifting of these spreads added .36% more annually in the hidden costs of the average fund. For funds with the highest turnover, hidden commission and bid/ask spread expenses exceeded 3% of assets annually.
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• ICI Mutual Fund Connection Home Page
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• iMoneyNet
  Money Fund Information
  iMoneyNet ... Money Market Mutual Fund data for investors; information providers to institutional investors; highest yielding funds; money fund; money market; short-term invest
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• Investment Management Fees
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• Investment Management Fees
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• Is it worth paying higher bond mutual fund management fees? - Personal Investment Management > Cost Control and Investment P...
  Is it worth paying higher bond mutual fund management fees? - Personal Investment Management > Cost Control and Investment Performance Improvement Articles - Financial Articles, Higher bond mutual fund management fees tend to be a “deadweight” loss to you. Choose only low cost bond funds.
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• Lipper :: Leading Fund Intelligence
  Lipper, a Reuters company, is a global leader in supplying fund information, analytical tools, and commentary to asset managers, fund companies, financial intermediaries, traditional media and public websites. Lipper's products and services provide accurate, unbiased, and timely mutual fund analysis.
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• Morningstar Ratings should be used with caution - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > M...
  Morningstar Ratings should be used with caution - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Investors appear to use the five star Morningstar Rating system as a shorthand metric to identify supposedly superior funds. Unfortunately, the stars do not seem to identify funds with persistently superior future performance. However, the stars may help to identify inferior funds that are more likely to continue to perform poorly in the future.
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• Morningstar: Stocks, Mutual Funds, Investing and Personal Finance
  Get stock and mutual fund quotes, research reports and tools for making better investing and 401k decisions.
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• Mutual Fund Education Alliance
  Fund Selector - Search Feature
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