- 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 ...
in Public bookmarks - Allocate investments across the primary asset classes - Step 5 of 10 Financial Planning Steps in the Right Direction - The S...
CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Appropriately setting your personal
in Public bookmarks - Assess your personal investment return and risk preferences - Step 3 of 10 Financial Planning Steps in the Right Direction -...
CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION. Investors with different levels of
in Public bookmarks - 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.
in Public bookmarks - Avoid very large actively managed mutual funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Se...
Avoid very large actively managed mutual funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Big fund portfolio positions and higher percentage ownership of any company’s bonds or common stock are not good things for actively managed funds. Nor, are these big positions and high percentages good for you. Large size constrains how a fund can trade and how efficiently it can do so. When an actively managed fund becomes very large, it must manage its trading exceptionally well or it will suffer significantly higher transactions costs, which tend to cause lower net performance.
in Public bookmarks - Benefits of Traditional IRA Contributions for Renters
Introduction In a series of articles, The Skilled Investor compares different lifetime financial planning projections for Fran and Fred Frugal to illustrate
in Public bookmarks by 2 users - Benefits of Traditional IRA Contributions for Renters
Introduction In a series of articles, The Skilled Investor compares different lifetime financial planning projections for Fran and Fred Frugal to illustrate
in Public bookmarks by 2 users - Choose mutual funds with a minimum economical portfolio size - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds...
Choose mutual funds with a minimum economical portfolio size - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, If you are going to invest in mutual funds and ETFs, then you should want them to have a sufficiently large asset base to fund adequately their administrative and research expenses. If an investment fund is too small, then fund management quality can suffer or fees could grow. While index funds have lower personnel overhead that active funds do, all mutual funds and ETFs have administrative costs that must be covered. Because of their lower costs, the minimum economical size of passively managed index funds is lower than that of an acti...
in Public bookmarks - Choose objective and competent financial advisers and investment counselors - Step 10 of 10 Financial Planning Steps in the ...
CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION Pick financial and investment
in Public bookmarks - Choose sufficiently mature mutual funds and ETFs - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > ...
Choose sufficiently mature mutual funds and ETFs - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Investing in more mature equity and bond mutual funds and ETFs allows you to evaluate the historical consistency of a fund's record. On average, the future portfolio returns of more mature funds are probably no more predictable than for very young funds with a similar style or strategy. However, the record of accomplishment of a more mature fund can provide more confidence in its commitment to its strategy and in its ability to remain in business. While there is no guarantee that an older fund will not fail, you have a better chance to avoid involu...
in Public bookmarks - Commodity Futures in Your Investment Portfolio
Commodity futures in your investment portfolio - Is there really any future for individual investors? The Skilled Investor's previous article, Be wary of
in Public bookmarks - 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.
in Public bookmarks - Diversify fully within asset classes - Step 4 of 10 Financial Planning Steps in the Right Direction - The Skilled Investor p...
CLICK HERE TO READ THE SKILLED INVESTOR's OTHER ARTICLES ABOUT THESE 10 FINANCIAL PLANNING STEPS IN THE RIGHT DIRECTION. Diversification is genuinely an
in Public bookmarks - 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.
in Public bookmarks - 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,
in Public bookmarks - Evaluate historical investment performance, but only after using other investment screening criteria - The Skilled Investor'...
Evaluate historical investment performance, but only after using other investment screening criteria - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Choosing only from among mutual funds and ETFs that have performed very well in the past can lead to significant selection mistakes and inferior personal portfolio returns. Previous superior or average fund performance simply does not predict similar fund performance in the future. However, there is modest evidence that substantially inferior past fund performance is more likely to lead to continued inferior performance in the future, which is probably due to the excess costs of substantially infe...
in Public bookmarks - Fidelity Contrafund (FCNTX) +5 Fund Authority Score - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs...
Fidelity Contrafund (FCNTX) +5 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 Fidelity Contrafund prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the investment strategy of the Fidelity Contrafund is to invest primarily in common stocks and particularly the securities of companies whose value Fidelity Management & Research Company believes is not fully recognized by the public. The fund may invest in growth and value stocks from U.S. and non U.S. issuers. Fidelity uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to sel...
in Public bookmarks - 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...
in Public bookmarks - 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.
in Public bookmarks - 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.
in Public bookmarks
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