• How many mutual funds are needed for a well-diversified portfolio? - evidence - Personal Investment Management > Investment ...
  How many mutual funds are needed for a well-diversified portfolio? - evidence - Personal Investment Management > Investment Asset Diversification Articles -- Reducing Your Portfolio Risk - Financial Articles, Mutual funds are not created equally. Particularly with actively managed mutual funds, performance can vary significantly – even when those funds are pursuing similar strategies or “styles.” Holding multiple funds will reduce the volatility or risk of your portfolio.
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• How Morningstar Ratings for mutual funds are used as a marketing tool - The Skilled Investor's FUND AUTHORITY SCORES for Mut...
  How Morningstar Ratings for mutual funds are used as a marketing tool - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Mutual fund companies seem to exploit “four and five star only” investor beliefs. Advertising practices by mutual fund families are selective concerning which mutual fund star ratings they will advertise. You would be challenged to find any mutual fund family that advertises its one or two star rated funds, and the advertisement of a three star fund is infrequent.
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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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• How stable have Morningstar Ratings for mutual funds been over time? - The Skilled Investor's FUND AUTHORITY SCORES for Mutu...
  How stable have Morningstar Ratings for mutual funds been over time? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Morningstar Ratings have been quite unstable over time. If an investor buys a 4 or 5 star rated fund and expects it to stay that way, he is likely to be surprised.
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• How the new Morningstar Ratings for mutual funds have been determined since mid-2002 - The Skilled Investor's FUND AUTHORITY...
  How the new Morningstar Ratings for mutual funds have been determined since mid-2002 - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, As of June 30, 2002, Morningstar, Inc. began to use significantly revised methods to define its star ratings for mutual funds. This article summarizes Morningstar’s new Morningstar Rating* methods as defined in its publications.
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• ICI Mutual Fund Connection Home Page
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• Index Mutual Funds and Index Exchange Traded Funds (ETFs) - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds an...
  Index Mutual Funds and Index Exchange Traded Funds (ETFs) - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs - Financial Articles,
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• Instead of highlighting dozens or even hundreds of perennially superior mutual fund money managers, the media conversation h...
  <<-- Continued from Part 1 (Where's Waldo? The illusion of superior professional mutual fund manager performance.) Instead of highlighting dozens or even
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• Investment Management Fees
  mutual fund management expense ratio, fund management expense ratio, high mutual fund expense ratio, actively managed mutual fund manager, professional investment fund managers, investment fund managers, efficient market competition, mutual fund investment return, ETF investment return, individual investor, passive mutual funds, passive exchange-traded funds
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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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• Morningstar Stocks, Mutual Funds, Investing and Personal Finance
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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 and ETF Screening Requirements
  On-line screening of mutual funds and ETFs: minimum requirements In this article, The Skilled Investor discusses minimum requirements for on-line mutual fund
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• Mutual Fund Blog
  Blog entries specifically about mutual funds.
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• Mutual Fund Performance
  Mutual Fund Performance, Choosing mutual funds, mutual fund screening, superior mutual fund performance, investment research studies, superior fund performance, index Mutual Fund Performance, Choosing index mutual funds, index mutual fund screening, superior index mutual fund performance, investment research studies, superior index fund performance
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• Mutual Fund Rating Services - Morningstar Star Ratings - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and E...
  Mutual Fund Rating Services - Morningstar Star Ratings - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs - Financial Articles, Morningstar's star ratings are very widely used by investors and their advisors to simplify securities selection decisions. Articles in this section will help investors to understand better the utility of these star ratings.
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• Mutual Fund Sales Loads
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• NASD - Investor Information - Mutual Fund Expense Analyzer
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• NASD - Investor Information - Mutual Fund Expense Analyzer
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