Mutual Funds
« Previous EntriesHow Should This 44-Year Old Invest $18,000?
Monday, May 12th, 2008I received this email last week:
Hi JLP,
I found your blog thru real simple magazine. Props to you. Nice.
So here is my question, 44 years old, female, broke my whole life, no savings, wanna change. Came into 18K (my Dad died) and I don’t know what to do with it. It has been sitting getting like [...]
Fees Matter!
Tuesday, February 5th, 2008Okay, we all know that investing involves fees. However, did you ever think about just how much you could spend in fees over a 20 or 30 year period? It’s probably a lot more than you think it is. Why? Because fees compound along with the growth of your investment. [...]
Mutual Funds With Low Minimum Investments
Tuesday, November 13th, 2007Here’s a list (check it out here ($) I found in today’s Wall Street Journal of some mutual funds that have low minimum initial investments. All funds listed are supposed to be no-load mutual funds with relatively low management expenses. Where available, I included a link to the mutual fund’s website.
NOTE: Upon further [...]
Are Mutul Fund Companies Becoming Activist Investors?
Tuesday, October 2nd, 2007There was a very interesting article, Mutual Funds Get Mad ($), in the Wall Street Journal today about how mutual funds are becoming activist investors when they see companies doing things that hurt their (the mutual fund’s) returns. The article profiled T. Rowe Price’s effort to stop a buyout of Laureate Education led [...]
Let’s Read Some of Robert Kiyosaki’s Drivel
Tuesday, May 1st, 2007One of my readers sent me a link to a recent article by Rober Kiyosaki titled Playing the Mutual Fund Lottery. I can sum this article up for you in one word: DRIVEL! The point of the piece is that mutual funds (ALL mutual funds since he doesn’t make any distinctions) really aren’t [...]
The SEC Guide to Mutual Fund Fees and Expenses
Wednesday, January 31st, 2007While doing some research earlier this evening, I came across a pretty good tutorial on the SEC website regarding mutual fund fees and expenses. They do a good job explaining each fee and what is supposed to be for.
Mutual Fund Managers Are Happy to Leave 2002 Behind!
Wednesday, January 31st, 2007Assuming that 2007 turns out to be a good year for the stock market, mutual fund managers will be happy to forget about 2002. What am I talking about? Well, according to this Wall Street Journal article ($), the most often-used gauge of mutual fund performance is the 5-year average. As of [...]
Why 12b-1 Fees Are Evil!
Wednesday, January 31st, 2007First off, what’s a 12b-1 fee? According to Investor Words, a 12b-1 fee is:
An extra fee charged by some mutual funds to cover promotion, distributions, marketing expenses, and sometimes commissions to brokers. A genuine no-load fund does not have 12b-1 fees, although some funds calling themselves “no-load” do have 12b-1 fees (as do some [...]
What is Fundamental Indexing?
Tuesday, November 14th, 2006When most people hear the word “index,” they most likely think about the Standard & Poors 500 Index. The S& P 500 Index is a market cap-weighted index. That means that the companies with the biggest market values make up the biggest percentage of the index. For those of you who don’t [...]
The Problem With A-Shares
Monday, November 13th, 2006I have been blogging about mutual funds for the past few days. First I compared a typical front-load mutual fund with a no-load mutual fund. Then, I compared the Vanguard Wellesley Income with the Franklin Income Fund. Finally, I did a side-by-side comparison of the A, B, and C shares of the [...]
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