http://netvouz.com/infor626/tag/mutual?feed=rss&pg=3 infor626's bookmarks tagged "mutual" on Netvouz http://www.theskilledinvestor.com/wp/diversify-with-low-cost-index-mutual-funds-and-etfs-only-166.htm During the last twenty-five years of the 20th century, mutual fund and exchange traded fund portfolio assembly costs declined dramatically. Brokerage infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.54/do-morningstar-ratings-predict-risk-adjusted-equity-mutual-fund-performance.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.57/do-mutual-fund-morningstar-ratings-changes-influence-individual-investors.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.51/do-the-new-morningstar-star-ratings-predict-superior-mutual-fund-performance.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.58/does-it-pay-to-trade-when-the-morningstar-rating-of-a-mutual-fund-changes.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.289/fidelity-spartan-500-index-mutual-fund-fsmkx.html 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. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.gefn.com/mutualfunds/elfun/ infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.56/high-morningstar-ratings-can-lure-you-into-mutual-funds-with-costly-sales-loads.html High Morningstar Ratings can lure you into mutual funds with costly sales loads - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, A loaded fund with a high star rating can cloud an investor’s judgment. A loaded fund with a 4 or 5 star rating is not likely to retain its high rating in the future. While loaded funds with high star ratings are good for sales advisor/agents on commission, they may not be the best funds for you. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/ss.item.36/how-many-mutual-funds-are-needed-for-a-well-diversified-portfolio-a-commentary.html How many mutual funds are needed for a well-diversified portfolio? - Commentary - Personal Investment Management > Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Financial Articles, Additional mutual funds in a portfolio improve diversification slightly, when looked at year to year. However, if the terminal value of a portfolio after multi year investment holding periods is considered, then very substantial reductions in risk or volatility can be achieved by holding multiple mutual funds. infor626 Wed, 07 May 2008 18:53:52 GMT http://www.theskilledinvestor.com/wp/how-many-mutual-funds-are-needed-for-a-well-diversified-portfolio-evidence-168.htm Actively-managed mutual funds are not created equally. Performance can vary significantly - even when funds pursue similar strategies or styles. This infor626 Wed, 07 May 2008 18:53:52 GMT