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Articles in Mutual Funds

With Market Volatility Subsiding, how will you Invest in 2009?
Sunday, 4 Jan, 2009 – 16:39 | 5 Comments
With Market Volatility Subsiding, how will you Invest in 2009?

According to the Financial Times, $320 billion in net outflows occurred in stock, bond, and balanced (stock +bond) mutual funds in 2008, an annual record for dollar amounts and percentage of assets. Most of that …

ETF’s Versus Index Funds & the 5 Big Differences to Consider
Sunday, 21 Dec, 2008 – 18:49 | 8 Comments
ETF’s Versus Index Funds & the 5 Big Differences to Consider

ETF’s or Index Funds: An Epic Battle
ETF’s (exchanged traded funds) and index funds. The comparison between the two is kind of like deciding to pull over to a restaurant that you see off the side …

My Zecco Review
Sunday, 7 Dec, 2008 – 19:58 | 7 Comments
My Zecco Review

Zecco Review: $0 Stock Trades?!
What follows is an honest review of Zecco.com based on my personal experience with them. I maintain my Zecco account to this date.
If you invest in stocks or mutual funds, you …

5 Reasons why Dollar Cost Averaging is Back with a Vengeance
Monday, 1 Dec, 2008 – 9:00 | 10 Comments
5 Reasons why Dollar Cost Averaging is Back with a Vengeance

Dollar cost averaging (investing like a robot) has received a bad rap in recent years, and for good reason. For those not investing in low or zero transaction cost accounts such as 401K’s, fees can …

How to Buy a Mutual Fund
Thursday, 21 Aug, 2008 – 23:28 | 4 Comments
How to Buy a Mutual Fund

How to Buy Mutual Funds
In this post, we’ll discuss some best practices when it comes to purchasing index funds and mutual funds, in general. Mutual funds are a great option for those who don’t have …

How is a Mutual Fund’s Share Price (NAV) Determined?
Tuesday, 13 May, 2008 – 8:03 | 11 Comments
How is a Mutual Fund’s Share Price (NAV) Determined?

How is a Mutual Funds Share Price Determined?
During a lunch recently, ‘Matt’, a colleague, and I were discussing investments and the topic turned to mutual funds. I proceeded to tell him a few funds that …

Should I Invest in Index Funds or Managed Mutual Funds?
Friday, 21 Mar, 2008 – 7:03 | 9 Comments
Should I Invest in Index Funds or Managed Mutual Funds?

Index Funds Vs Managed Mutual Funds
Let’s take a look at index funds and compare them to actively managed mutual funds. It’s important to understand the distinction between the two, because you may have the option …

Why do Some Mutual Funds Close to New Investors?
Monday, 17 Mar, 2008 – 20:30 | 2 Comments
Why do Some Mutual Funds Close to New Investors?

You may have done your homework and found a great mutual fund to invest in, only to realize that it has been closed to new investors. This happened recently to me. In my employers sponsored …

What is a Mutual Fund?
Sunday, 30 Dec, 2007 – 12:16 | 2 Comments
What is a Mutual Fund?

Definition of a Mutual Fund
This is finance 101, but I get this question a lot, and it is worth delving into. For beginners, a mutual fund is an investment vehicle that pools money from investors …