• 10 Very Low Cost S&P 500 Index Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Index...
  10 Very Low Cost S&P 500 Index Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Index Mutual Funds and Index Exchange Traded Funds (ETFs) - Financial Articles, Measured by invested assets, the S&P 500 index is the most common index fund benchmark in the U.S. The S&P 500 tracks about 75% of publicly traded U.S. equity market asset value. You might think that you can pick any old S&P500 benchmarked index fund or ETF and thereby adopt a passive, low cost, broad market index strategy. Nope. Life just never seems to be that easy. This article lists S&P 500 mutual funds that a recent study found were the best mutual funds from the standpoint of lower investment costs. The dominant issue with S & P 500 index mutual funds ...
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• 18 Low Cost S and P 500 Index Mutual Funds
  10 Lower Cost S&P 500 Index Mutual Funds Regular readers know that The Skilled Investor advocates a very boring, low cost, broad market, passive
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• 500 Index Fund
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• Actively Managed Mutual Funds
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• American Funds - AMCAP Fund - Class A Shares (AMCPX) +1 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES ...
  American Funds - AMCAP Fund - Class A Shares (AMCPX) +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, The diversified investment fund strategy of the American Funds AMCAP Fund Class A mutual fund shares AMCPX According to its prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the investment objective of the American Funds AMCAP Fund is to provide you with long term growth of capital. It invests primarily in stocks of issuers located in the U.S. but may invest in non U.S. securities to a limited extent. When this report was prepared, recent data indicated that this actively managed growth mutual fu...
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• American Funds - American Balanced Fund - Class A Mutual Fund Shares (ABALX) +1 Fund Authority Score - The Skilled Investor'...
  American Funds - American Balanced Fund - Class A Mutual Fund Shares (ABALX) +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, American Balanced Fund Class A Mutual Fund Shares ABALX collect a +1 Fund Authority Score. The table below in this article presents The Skilled Investor's Fund Authority Score and other information for the American Balanced Fund Class A Shares. According to its prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the investment objectives of this actively managed mutual fund are to 1 conserve capital, 2 generate current income, and 3 obtain long term growth of capital and i...
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• American Funds - Capital Income Builder Fund - Class A Shares (CAIBX) +4 Fund Authority Score - The Skilled Investor's FUND ...
  American Funds - Capital Income Builder Fund - Class A Shares (CAIBX) +4 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Worldwide and International (Non-U.S.) Stock Mutual Funds and ETFs - Financial Articles, At approximately $114 billion in assets with 2.9 million shareholder accounts, the Capital Income Builder Fund is a very large actively managed mutual fund. This fund invests worldwide and focuses on the equity and debt securities of firms that generate income. The Capital Income Builder Fund has a mandate to invest at least 50% of its assets in stocks or equities and recently had about 73% invested in equities. The Capital Income Builder Fund has a variety of share classes which can only be purchase...
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• American Funds - Capital Income Builder Fund - Class A Shares (CAIBX) attain a +4 Fund Authority Score - The Skilled Investo...
  Fund Authority Scores rate mutual funds and exchange traded funds (ETFs) on the most important economic factors that influence individual investors' net long
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• American Funds - Capital World Growth and Income Fund - Class A Shares (CWGIX) +2 Fund Authority Score - The Skilled Investo...
  American Funds - Capital World Growth and Income Fund - Class A Shares (CWGIX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Worldwide and International (Non-U.S.) Stock Mutual Funds and ETFs - Financial Articles, At approximately $110 billion in assets with 3.6 million shareholder accounts, the American Funds Capital World Growth and Income Fund is a very large actively managed mutual fund. This fund invests worldwide in companies with large stock market capitalizations, and it favors firms that pay dividends. The Capital World Growth and Income Fund has a variety of share classes which can only be purchased through an advisor or other financial intermediary not directly.
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• American Funds - Capital World Growth and Income Fund - Class A Shares (CWGIX) warrant a +2 Fund Authority Score - The Skill...
  Fund Authority Scores rate mutual funds and exchange traded funds (ETFs) on the most important economic factors that influence individual investors' net long
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• American Funds - EuroPacific Growth Fund - Class A Shares (AEPGX) +2 Fund Authority Score - The Skilled Investor's FUND AUTH...
  American Funds - EuroPacific Growth Fund - Class A Shares (AEPGX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Worldwide and International (Non-U.S.) Stock Mutual Funds and ETFs - Financial Articles, The EuroPacific Growth Fund AEPGX gets a +2 Fund Authority Score. The fund seeks long term capital appreciation. The fund's investment objective is to 80% or more of its assets in securities of issuers domiciled in Europe and the Pacific Basin.
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• American Funds - Growth Fund of America - Class A Shares (AGTHX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHO...
  American Funds - Growth Fund of America - Class A Shares (AGTHX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, With 4.4 million shareholder accounts, the Growth Fund of America AGTHX is the largest actively managed stock mutual fund in the United States. The investment management objective of this mutual fund is to grow individual investor's capital. This article provides the Fund Authority Score for Class A Shares.
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• American Funds - Income Fund of America - Class A Shares (AMECX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHO...
  American Funds - Income Fund of America - Class A Shares (AMECX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, At approximately $91 billion in assets with 2.2 million shareholder accounts, the Income Fund of America is a very large actively managed mutual fund. This fund can invest worldwide, however it focuses largely on U.S. equity and debt securities. Recently, 20% of this mutual fund's portfolio assets were invested in non U.S. equities and 4% of portfolio assets were invested in non U.S. bonds. According to the American Funds mutual fund prospectus for the Income Fund of America, this mutual fund seeks to provide you with cur...
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• American Funds - Income Fund of America - Class A Shares (AMECX) rate a +2 Fund Authority Score - The Skilled Investor provi...
  Fund Authority Scores rate mutual funds and exchange traded funds (ETFs) on the most important economic factors that influence individual investors' net long
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• American Funds - The Investment Company of America - Class A Shares (AIVSX) +3 Fund Authority Score - The Skilled Investor's...
  American Funds - The Investment Company of America - Class A Shares (AIVSX) +3 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, According to American Funds mutual fund Prospectus for The Investment Company of America, the fund seeks to make your investment grow and provide you with income over time by investing primarily in common stocks that offer growth and dividend potential. At approximately $95 billion in assets with 3.1 million shareholder accounts, The Investment Company of America is a very large actively managed mutual fund. This fund may invest worldwide, however it focuses largely on U.S. equity and debt securities.
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• American Funds - The Investment Company of America - Class A Shares (AIVSX) net a +3 Fund Authority Score - The Skilled Inve...
  Fund Authority Scores rate mutual funds and exchange traded funds (ETFs) on the most important economic factors that influence individual investors' net long
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• American Funds - Washington Mutual Investors Fund - Class A Shares (AWSHX) +2 Fund Authority Score - The Skilled Investor's ...
  American Funds - Washington Mutual Investors Fund - Class A Shares (AWSHX) +2 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > US Large Capitalization Stock Mutual Funds & ETFs - Financial Articles, At approximately $89 billion in assets with 2.7 million shareholder accounts, the Washington Mutual Investors Fund mutual fund is a very large, actively managed diversified investment fund. This mutual fund's investment portfolio consists predominantly of large capitalization U.S. stock securities. Recently, about 97% of this mutual fund's portfolio assets were invested in U.S. equities. There were no U.S or non U.S. bonds in the investment portfolio. Cash and cash equivalents made up 3% of the portfolio. Accordi...
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• American Funds - Washington Mutual Investors Fund - Class A Shares (AWSHX) acquire a +2 Fund Authority Score - The Skilled I...
  Fund Authority Scores rate mutual funds and exchange traded funds (ETFs) on the most important economic factors that influence individual investors' net long
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• Avoid mutual funds and ETFs with sales loads, commissions and 12b-1 fees - The Skilled Investor's FUND AUTHORITY SCORES for ...
  Avoid mutual funds and ETFs with sales loads, commissions and 12b-1 fees - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, There is no convincing evidence that sales loads and other sales fees charged to investors result in higher performance. The opposite has repeatedly been proven true. Paying a load just means that you are throwing your hard earned money down a hole.
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• Avoid mutual funds with higher investment portfolio turnover - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds...
  Avoid mutual funds with higher investment portfolio turnover - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, The problem with high turnover is that higher fund trading adds substantial hidden expenses that drag down returns. Because short term trading is a zero sum game before costs played against other well informed traders, greater turnover is far more likely on average to result in lower fund returns instead of superior risk adjusted performance. When trading is greater, then even higher returns are required just to break even on the higher associated trading costs.
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