Started reading Morningstar’s “Fund Spy” last night.
A gift from the nice folks at Morningstar, so thanks.
In it, Morningstar produces a chart with the top 10 best things about mutual funds.
An interesting list. (more…)
On 02/03/2012, In Mutual Funds, By Jordan Wilson
On 12/03/2011, In Exchange Traded Funds, Mutual Funds, By Jordan Wilson
I like Vanguard investment funds for long term individual investors.
Especially investors who follow a passive management style.
As I am not directly or indirectly compensated in any way by Vanguard I recommend them based solely on their merits.
That is not to say that other funds are poorer choices. I recommend a wide variety depending on a client’s investment objectives, desires, and available offering in their home jurisdiction. I believe in a “best of breed” approach for clients, not what is best for my revenue. And within the “best of breed” options, Vanguard funds pop up with regularity.
Why is this so? (more…)
On 01/20/2011, In Exchange Traded Funds, Mutual Funds, By Jordan Wilson
Previously I have written about potential problems in diversifying one’s portfolio with funds.
The Wall Street Journal nicely illustrates three common concerns in an article today. (more…)
On 12/18/2010, In Exchange Traded Funds, Mutual Funds, By Jordan Wilson
We will end our look at exchange traded funds (ETFs) with a few words on fund of funds.
Fund of funds are also available with mutual funds, so my comments equally apply to them.
I am not keen on fund of funds, so I shall keep this brief. (more…)
On 11/19/2010, In Exchange Traded Funds, Mutual Funds, By Jordan Wilson
One perceived advantage of exchange traded funds (ETFs) over open-end mutual funds is their greater trading flexibility.
Many investors believe that there are also advantages in respect of ETF costs. Specifically, expense ratios, transaction costs, and tax efficiency.
As with trading flexibility, the potential advantages will vary between investors depending on their investing tactics. I will lay out the reality and you can decide if there is a benefit for you. (more…)
On 11/14/2010, In Exchange Traded Funds, Mutual Funds, By Jordan Wilson
Today we will start to look at the perceived advantages of exchange traded funds (ETFs) versus open-end index mutual funds.
Depending on the investor, some of these may be more important than others.
Or possibly these potential benefits may actually not entice an investors to choose ETFs over open-end index mutual funds. I write, you decide.
Let us begin with potential trading advantages. (more…)
On 11/12/2010, In Mutual Funds, By Jordan Wilson
I have written extensively on investment related expenses.
These include: transaction fees, mutual fund sales charges, management fees, operating expenses, administrative costs.
I will keep raising this issue for two reasons. (more…)
On 11/07/2010, In Mutual Funds, By Jordan Wilson
Many investors passively invest using open-end index mutual and exchange traded funds.
Some investors lump the two instruments together when discussing passive holdings. And there are a lot of similarities when assessing for investment potential.
But there are also material differences between the two, so I shall discuss them separately.
Today we will take a very brief look at open-end index mutual funds. (more…)
A goal of passive investing is to match the market return as closely as possible.
However, it is not a given that a passively structured investment will match the market. In fact, there may be material variations between different investments and the benchmark index.
Index funds (both mutual and exchange traded) are typical passive investments. Here is why they do not normally match their benchmarks. (more…)
On 10/29/2010, In Investment Strategies, Mutual Funds, By Jordan Wilson
Why does active investing not outperform a passive approach in most investment scenarios?
I have a few thoughts on that. (more…)
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