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Top 10 Best Things About Mutual Funds

On 02/03/2012, in Mutual Funds, by Jordan Wilson

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. 

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ETFs Versus Closed-End Funds

On 11/22/2010, in Exchange Traded Funds, by Jordan Wilson

Previously we compared exchange traded funds (ETFs) with open-end mutual funds.

Today we will take a look at ETFs versus closed-end funds (CEFs).  

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Exchange Traded Funds

On 11/10/2010, in Exchange Traded Funds, by Jordan Wilson

Another popular way to passively invest is through exchange traded funds.

Today we will discuss exchange traded funds and how they differ from similar investments.

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Mutual Fund Concerns: Transaction Costs

On 09/20/2010, in Mutual Funds, by Jordan Wilson

Previously we looked at the perceived advantages of investing in mutual funds.

I believe funds are an excellent way for investors to develop well-diversified portfolios and meet their investment long-term investment objectives.

However, there are potential downsides when investing in funds. Not necessarily negatives, but areas investors need to be aware of and take measures to protect themselves against.

We will look at some of these areas of concern in the next few posts.

Today we review transaction costs incurred when buying and selling open-end mutual funds.

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Investment Funds

On 08/20/2010, in Mutual Funds, by Jordan Wilson

Investment funds are collective investment schemes.

That means that many investors aggregate their money in a single investment vehicle.

In theory, aggregation allows some or all of the following to individual investors: a simple way to create and maintain an investment portfolio; better portfolio diversification through asset classes and time; access to investments that cannot be bought by small investors; improved liquidity; fund management by investment professionals; economies of scales on expenses that reduce costs allocated to any one investor; consolidation of tax information.

Today we will review four types of investment funds.

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