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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 Categories

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

Today we will define a few common fund investment styles.

Later, we will review the risk-return profiles and investment uses for each category.

I have previously written about some of the asset classes listed below, so please refer to my earlier posts for greater detail on a specific style.

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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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