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Articles about Mutual Fund (0-50 of 956)

  • Alternative Mutual Funds-things To Consider
    By: Jamie Hanson | - Many potential investors hear the word "volatility" and think they want to stay as far away as possible. Unfortunately, volatility in a mutual fund has really gotten a bad rap and it is not always bad. In fact, volatility can be very helpful in alternative mutual funds if it correlates between your investments in the right way. That might be a little confusing, but what it means is that if overall all of your investments are highly volatile then you are playing with fire. However, if you invest ...
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  • Mutual Fund Mentality
    By: Top Article1 | - Worse, most of them took no action to protect themselves during the worst mart pullback in decades. If you've had the courage to look at your withdrawal statement lately, it isn't pretty.

    What happened, and what crapper you do to refrain catastrophe in the future?


    It haw not be your imperfectness that you were so extemporary for the assume mart that clawed its artefact finished your withdrawal account. If you're like most individual investors today, you've been ...

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  • Avoid This Mistake In Your Retirement Account Investing
    By: Stephen Swanson | - After the last 18 months in the stock market, many investors are shell-shocked. They thought they were on track, setting aside money, investing regularly in preparation for retirement.

    Then after the market top in October 2007 the economy contracted, the credit crunch hit, and the market collapsed. As the bull market of the last four years ended, most investors were unprepared for what happened in the last year and a half.

    Worse, most of them took no action to pro ...

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  • Mutual Funds: Money Wise Be Wise
    By: Money Control | - Mutual Funds are a very important financial instrument and a comprehensive portfolio of stock market shares that are built with funds from small and mid level investors whose primary concern is to make a safe investment for the capital. Mutual Funds are usually run by government trusts, banks, and some prominent private financial institutions.

    Mutual funds are of different kind namely growth funds, income funds, balance funds and liquid asset funds. In financial terms, liquid asset ...

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  • Is A Long Short Fund For You?
    By: Jamie Hanson | - Bring up the subject of investing in the stock market today and many people will immediately dismiss the idea as a result of the recession that has wrecked their bank accounts. However, every investor knows going in there are risks when investing in the stock market and while there will be good days there will also be bad days. Unfortunately, it's the bad days and loss of year's worth of investments that can make any investor sour and want to forget about investing altogether.

    Risk ...

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  • Long Short Fund Basics
    By: Jamie Hanson | - The long short fund is simply a mutual fund that uses hedge fund trading strategies. The difference of long short funds versus the average mutual fund is that they use short positions to maximize returns no matter what the market conditions are. There are laws that control how many short positions and derivatives may be used in a long short fund, so there are controls governing how successful these funds can be. The majority of investments in a long short fund are in stocks so there are certainl ...
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  • Consider A Cta Managed Fund For Balanced Asset Allocation
    By: Dwayne Strocen | - You might be wondering what a CTA is. A CTA is a Portfolio Manager for derivative products such as foreign exchange, commodities or futures. If you're familiar with traditional mutual funds or hedge funds, you'll know the investment decisions are made by a specialist in stocks or bonds. These are also called equity and fixed income products.

    An equity fund is managed by an equity Portfolio Manager known as a CFA and a bond fund is managed by a fixed income Portfolio Manager also ...

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  • Mutual Fund Investment- Fastest Money Doubling Process
    By: Money Control | - Millions have already invested in mutual funds and many more wait to invest in this. Mutual fund investment is the tool to double your money within shortest time span possible. You can call it "collective investment scheme", managed and run by professionals. The money gets pooled from the customers and gets invested in the several bonds, stocks and short term money market instruments, along with other securities. A portfolio manager, as it is called, is put to work to aid you in managing your pr ...
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  • Systematic Investment Planning Through Mutual Funds
    By: Mike Fullerton | - There exists a misconception with amateur investors who consider SIP to be a kind of a Mutual Fund. Technically speaking a Systematic Investment Plan is not a Mutual Fund, rather a way to invest upon it. There are a couple of ways that you can invest in a Mutual fund; one is a one time payment and the other through periodic investments. The later is termed to be Mutual Fund SIP. It is more of an investment mode rather then an investment avenue as many point out. An average investor opting for Mu ...
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  • Know The Facts About A Mutual Fund Before Investing
    By: Art Gib | - Mutual funds have long been popular investments as part of a diversified portfolio. But are you getting the rate of returns on your mutual funds that you should be? Do the fees and expenses associated with the mutual fund outweigh its returns? Contrary to popular lay thought, long term success of a mutual fund is in no way a guarantee of future success. Here are some facts to know about mutual funds before investing in one or more.

    -- Never make blanket assumptions based on past ...

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  • How To Safeguard & Grow Your Wealth During A Recession?
    By: Ranju Kumar | - Most of us think that recession is a time when we cannot make good money by investing in the markets. But in reality this is not true. If you look at history, you will find that many great businesses were born during recessions. Recession offers many hidden opportunities and you need to seize them by understanding the basic rules on how to prosper in uncertain times. During this economic crisis, you can make some good long-term investments that will yield you fantastic returns in years to come. ...
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  • Introduction To Exchange Traded Funds (etfs)
    By: Ranju Kumar | - An Exchange Traded Fund (or ETF for short) trades on stock exchanges just the like any other stock. ETFs are usually linked to a stock, bond or commodity index. The underlying basis for an ETF is that it is backed by assets in the same proportion as the index to which it is linked. This process is known as replicating the index.

    Some stock-index ETFs undertake "representative sampling", in which case the ETF comprises of the key stocks which represent the index. The ETF price ther ...

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  • Mutual Fund Investing For Beginners
    By: Art Gib | - In today's volatile economy, many people who might have previously been interested in investing their money may have been frightened away. But there are options out there for those who are willing to let their investment ride over the long term: the most reliable of these options is the mutual fund.

    In a nutshell, a mutual fund is a collection of stocks, bonds, and money market securities that have been put together in a bundle that is offered as one to investors. The criteria fo ...

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  • Your Personal Guide To Mutual Funds Investing
    By: Jeffrey Fang | - A mutual fund is, in essence, a pool of money from several investors that is managed by a professional money manager or "Fund Manager" for a fee. Granted, that's a simplistic description for a complex type of security but from an investor's perspective, it's a pretty accurate definition. By investing in mutual funds, you can put expert money managers to work to help you achieve your financial goals, whether you're saving for retirement, planning for your children's education or saving for any s ...
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  • Pension Plans With Mutual Fund Investments.
    By: ryan crown | - Pension Plan helps the average investor to accumulate wealth over the period in order to meet his/her expenses after retirement. Usually it is the insurance companies that draw customers with the array of pension plans that they provide, but the lesser known fact is that Mutual Fund also manages pension products. Currently only one private sector mutual fund has a pension plan catering to the investor and there is more than one reason for you to look at this plan seriously. The Plan is none othe ...
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  • Social Web Results
  • SEC Alleges Rockford Funding of $11 Million Ponzi Scheme Shared By: foxnews - The SEC has also accused Rockford of failing to use its investors funds to purchase stakes in personal injury cases, instead sending more than $10.4...

  • Greece Panic Sends Dollar Up - Midday Market Update 12-08-09 | The Stock Market for Beginners Shared By: warrenbuffet1 - fedex goldman sachs... picks Forex Futures Day traders Options Opons trading Cash Sexy Wall Street hedge funds options mutual funds madoff jim cramer...

  • NRI - NRI Online - Community Blogs - Good hair dye Shared By: nrionline - Sandeep Shanbhag answers doubts on mutual funds and taxation. Sandeep Shanbhag is Director A N Shanbhag NR Group, a tax and investment advisory firm...

  • 7-retirement-investing-mistakes: Personal Finance News Shared By: moneyhighway - Don't put it in a hot emerging-markets fund. Consider when you'll need access to your money. This will help you avoid unnecessary transaction fees,...

  • Heard on the street- Views/Recommendations-Stocks-Markets Shared By: STOCKSTIPS - The mutual fund industry, which is still to come to turns with the no-load regime, has over the need for a...

  • Pending Changes Bound to Impact Brokers, Mutual Funds and Insurers Shared By: GLGNewsFinance - This analysis is an update on pending changes in Fiduciary standards for commissioned brokers and Financial Advisors and firms which manufacture...

  • Some Funds Charge for Active Management, Yet Closely Follow Indexes Shared By: thestockgeek - The pact between a mutual-fund investor and the manager of the typical stock mutual fund is, in theory, a simple one: payment in exchange for expert...

  • How to Pick a Stock-Market Winner Investment in 2010 Shared By: ProphetStocks - Mutual funds that beat the stock market in 2009 are likely to be investor favorites for 2010. But a new report says investors should beware of 2009...

  • Is Your Money Market Mutual Fund Yielding Zero? » My Money Blog Shared By: ecardox1 - Is Your Money Market Mutual Fund Yielding Zero? In their most recent newsletter, Vanguard had an article about money market funds called Stability for...

  • TCW hit by fund withdrawals, more staff departures | Money & Company Shared By: latimesbiz - TCW Group’s decision to oust its star bond manager triggered heavy cash withdrawals from the L.A. firm's flagship mutual fund, TCW Total Return Bond,...


  • Investments Through Mutual Fund Sip Systematic Investment Planning.
    By: ryan crown | - There are a couple of ways that you can invest in a Mutual fund; one is a one time payment and the other through periodic investments. The later is termed to be Mutual Fund SIP. When you go for one time investments, you just hand over the cheque and you get your fund units depending on the value which is called Mutual NAV (Net Asset Value) of the units on that particular day. When you go in for this kind of investments a couple of factors creep in that determines the number of units you get. A s ...
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  • Elss Secret Of Tax Saving With Mutual Fund Investments.
    By: ryan crown | - As the name suggests ELSS (equity linked savings scheme), invests primarily in equity shares of companies. As per financial regulations, the scheme Fund manager has to invest 80% of the total amount in the equity shares and the remaining 20% per cent can be invested in other instruments like bonds, debentures, government securities and others. When you invest in ELSS your money is locked for a period of three years (minimum). Once you invest in tax saver funds you cannot withdraw the amount for ...
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  • Brief Review On Types Of Mutual Funds
    By: Tarun Jaswani | - A mutual fund is a professionally managed type of collective investment scheme that pools money from many investors and invests it in stocks, bonds, short-term money market instruments, and/or other securities. The mutual fund will have a fund manager that trades the pooled money on a regular basis. Currently, the worldwide value of all mutual funds totals more than dollar 26 trillion.

    A Trading Fund is a UK government department, or an executive agency or part of the department, ...

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  • Wcm-investing Rules Of Engagement-the Qdi
    By: Steve Selengut | - Crash! The 2007 thru 2008 financial crisis halved 401(k), IRA, and Mutual Fund values in a matter of months. For many, retirement dates had to be pushed back; for others, new jobs had to be found. The tragic flaw? No income allocation in the investment program. Market value builds egos; income pays the bills.

    Few employers cautioned Savings Plan participants that 401(k)s are just not defined benefit programs. Few mutual fund distributors suggested to benefit departments that their ...

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  • Best Mutual Funds.
    By: ryan crown | - What are the criteria's that comes in mind when an investor decides or chooses the best mutual fund to invest upon? A couple of important factors come into play here. The first is the total number of assets that are under the management of the fund manager for that particular fund: i.e the asset allocation and growth or yield of that fund with due course of time. Mutual fund investments are generally low risk investments when compared to individual stock investments. Hence when you create y ...
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  • What Is A Mutual Fund
    By: Tarun Jaswani | - The core of the money market consists of banks borrowing and lending to each other, using commercial paper, repurchase agreements and similar instruments. These instruments are often bench marked (i.e. priced over and above) to the London Interbank Offered Rate (LIBOR).

    Finance companies, such as GMAC, typically fund themselves by issuing large amounts of asset-backed commercial paper (ABCP) which is secured by the pledge of eligible assets into an ABCP conduit. Examples of eligib ...

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  • Mutual Fund Nav
    By: ryan crown | - Mutual Fund Investments are subjected to Market risks, please read the offer document before investing. This message is generally splashed on the screen after a commercial advertisement or printed in small letters beneath a banner advertisement. To put it in Laymans words, funds vary and fluctuate with market conditions. If the market is on an incline then the value of the fund soars high, where as if the market is on a decline the value of the same fund dips considerably. Hence diversific ...
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  • Growth Mutual Funds
    By: ryan crown | - A Growth Mutual Fund is more risky to be invested upon compared to an ordinary Mutual Fund but the premium or dividend that is derived is much higher then what is obtained from a normal Mutual Fund. Its performance is proportional to the performance of the Stock Market. That is when the Stock Market undergoes losses the value and price of the Fund falls rapidly compared to other Funds and similarly when the Market hits a high the price of the fund shoots up. People basically invest on Growth Fun ...
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  • The Role Of A Fund Manager.
    By: ryan crown | - The Prime Goal of a Fund Manager is to monitor and manage the securities (in the form of stocks, bonds amongst others) to meet the investment goals and objectives of the customers (investors). The services include financial analysis on the investments, the assets that are invested upon and the stocks selected. The plan and strategy that is implemented is also to be closely monitored so that in the longer run, risks on loosing out on major dividends can be avoided. A certified company investment ...
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  • Why Prefer Mutual Fund Investments
    By: ryan crown | - A Mutual Fund is a channelized financial hub, usually governed by a third party that permits a group of investors to invest their money together with an objective. The mutual fund basically has a fund manager who undertakes the responsibility of investing the gathered amount into specific securities such as bonds and stocks. When you invest in a mutual fund, you basically buy portions or shares of that particular fund and accordingly you are entitled to become a shareholder. Mutual Fund Investme ...
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  • The Benefits Of Investing In Growth Funds.
    By: ryan crown | - A Growth Fund is basically a mutual fund that is made or compiled by a stock of companies in order to yield better dividends. They do re-present the potential for superior growths but then it is a bit risky. On a whole investors prefer to invest in a growth fund over a general income fund as they offer better greater return potentials. Moreover their basic aim is to strive for both dividend income and capital appreciation as they invest in companies that are reputed for dividend payments and cap ...
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  • 3 Advantages Of A Large Stock Investment Fund
    By: John Kiing | - 1.Lower Expenses for Diversification
     
    The more obvious advantage of an investment fund rests on the mere fact that it has much more capital than any but a few individuals own. It can diversify into a reasonable number of stocks with reduced percentage of expenses over your total investment sum.
     
    An investor wanting to reduce the gamble in owning common stock must hold stock in a good many companies. Momentarily ignoring the existence of investment companie ...

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  • Mutual Fund Offer Document. 10 Most Important Point To Look In An Offer Document.
    By: Dipendra | - Mutual fund offer documents and Mutual Fund fact sheet .

    The Mutual Fund offer document and the fact sheet carry certain information that can give a great deal of detail about the fund, its past performance in terms of returns. Most of the fact sheet or offer documents published by the Asset management companies are of similar standard and the data provided by the AMC in these fact sheets are of importance to the investors. The investor should know what to look at in these fact sh ...

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  • Gear Up Your Tax Planning With Mutual Funds. Smart Tax Saving Tips And Recommendations - 2008
    By: Dipendra | - Tax planning has changed radically over a period of time. Since its time for filling income tax returns for 2007-2008 as the end date (31st march' 08) is approaching. As a tax payer you need to understand the best way through which you can make use of the exemptions provided by the government. Earlier people had limited choice of tax saving instruments to be used for the purpose of tax planning. But now with the ELSS (Equity Linked Saving Schemes) launched by most of the mutual fund compani ...
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  • What Is A Mutual Fund?
    By: Jim Pretin | - If you are new to investing, you may have heard of mutual funds but do not know exactly what they are or how to select the right one. A mutual fund is a collective investment security, and there are many different types. It may consist of a mix of several different types of investment vehicles, such as stocks, bonds, or derivatives, or it may consist of nothing but stocks that are part of a certain sector of the economy, or it could be just bonds.

    For example, there are mutual fun ...

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  • How To Pick A Good Mutual Fund
    By: Justin Lukasavige | - We've spent the past few weeks discussing investments so you'll know by now that we recommend good low risk mutual funds as the investment of choice.

    There are a variety of things to look for in a mutual fund before you invest. As mentioned before, the stock market has averaged nearly 11% during the past 70 years. Depending on how aggressively you invest your money, I think you can generally count on a rate of return somewhere in the 10% - 12% range.

    Now, what to lo ...

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  • How To Beat The Mutual Fund Companies At Their Own Game
    By: Ulli G.Niemann | - You'd have had to be living on a desert island with no TV, newspaper or internet connection to have missed hearing about the great mutual fund scandal of 2003.

    The issue was that some mutual fund companies allowed certain hedge funds to engage in after-hours trading, sometimes incorrectly referred to as market timing. Unfortunately, some companies have used the confusion about the term "market timing" to further their own cause. How?

    They have used this issue to pre ...

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  • The Inside Scoop On Mutual Fund Rip Offs
    By: Ulli G.Niemann | - The bear market that showed up at the end of 2000 has every brokerage houseas well as the entire mutual fund industryscrambling to find creative ways to boost both their image and bottom line. Unfortunately, this is often at the investors' expense.

    Fund managers are ever on the lookout for ways to spin the stats to hide lousy track records and to find ways to obscure fees. To add insult to (financial) injury, investors end up being penalized for selling. So what's ...

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  • Best Mutual Funds: Which Mutual Funds Are The Best For You?
    By: Michael A. Weiss, CFA | - Even the Best Mutual Funds Are Not Appropriate for Every Investor.

    People often ask the question, which are the best mutual funds? This is almost an impossible question to answer without knowledge of important information such as a person's time horizon, risk tolerance, preferences, tax situation and other financial circumstances.

    The Best Mutual Funds Should Be Consistent with Your Risk Tolerance

    The most important factor to consider when provid ...

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  • Mutual Fund Investing: Etfs And Index Funds Versus Actively Managed Mutual Funds
    By: Michael A. Weiss, CFA | - Mutual Fund Asset Allocators: ETFs and Index Funds

    There are two distinct schools of thought when it comes to investing in mutual funds. One group, which I will call, Asset Allocators, utilizes what is commonly referred to as a top-down mutual fund investment approach. The top-down approach emphasizes the big picture by first examining the economy and condition of the broad financial markets and then evaluating individual mutual funds based on standard financial measures of ...

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  • Mutual Fund Advice: Mutual Fund Recommendations, Resources And Radio
    By: Michael A. Weiss, CFA | - Mutual fund investors seek advice, recommendations, information and news from a wide variety of resources such as Morningstar, CNBC, and Bloomberg to name a few. Some sources provide mutual fund advice while others provide news & information and some provide a combination of both. Mutual fund advice and/or information that is available online, in print, on television or on the radio is almost never personalized and needs to be evaluated in the context of each investor's own investment objec ...
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  • Top Mutual Funds: Building No Load Mutual Fund Portfolios
    By: Michael A. Weiss, CFA | - Building a mutual fund portfolio requires a well thought out investment strategy that can prove rewarding over a long period of time. If you act as your own investment advisor, you will most likely implement a strategy that focuses on no load mutual funds. No load mutual fund investors normally either invest in the best mutual funds from one fund family, sometimes with the help of a mutual fund newsletter, or invest in the top mutual funds from several fund families. The rationale for implementi ...
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  • Best No Load Mutual Funds: Learn Why Mutual Fund Research Matters!
    By: Michael A. Weiss, CFA | - Finding the best no load mutual funds is no easy task because today's top funds often become tomorrow's worst performing funds and vice versa. As the saying goes, the faster they go up, the faster they come down. The temptation for the average person to invest in this year's best performing funds is almost overwhelming. Unfortunately, investors all too often focus solely on historical performance without considering how the fund achieved the superior results or whether t ...
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  • Introduction To Mutual Fund Investing
    By: Jim Pretin | - If you are new to investing, you may have heard of mutual funds but do not know exactly what they are or how to select the right one. A mutual fund is a collective investment security, and there are many different types. It may consist of a mix of several different types of investment vehicles, such as stocks, bonds, or derivatives, or it may consist of nothing but stocks that are part of a certain sector of the economy, or it could be just bonds.

    For example, there are mutual fun ...

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  • Mutual Fund Investing: Performance Isn't Everything
    By: Bob Freeman | - When it comes to Mutual Fund Investing, performance truly isn't everything. Too often, investors rely almost totally on a fund's past performance to determine whether or not it's a good buy. While it can be a worthy guide, the U.S. Securities and Exchange Commission warns against using past performance as an investor's only resource tool. Just because a fund performed well in the past doesn't mean it will continue to do so. Over the long haul a fund's success depends on a lot of factors.

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  • Mutual Fund Alternatives - With Lower Risk And Higher Returns
    By: sacha tarkovsky | - Mutual funds as a group perform badly over the longer term.

    Most cannot out perform the share index furthermore, a mutual fund is considered good if it reaches double digit gains.

    If you take into account the effect of inflation on growth, mutual funds don't look so attractive and the risk is high, with 30% or more in terms of drawdown and years to recovery in many instances.

    So what are the alternatives?

    There are plenty of mutual ...

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  • Managing The Unforeseen With An Emergency Fund
    By: Cornie Herring | - Do you have any money set aside in a reserve fund in case there is an emergency in your life? If you don't, it worthwhile to give it a deep thought now because no one knows when an emergency could occur, you need an emergency fund to manage through any unforeseen incident that may happen at any point of your life.

    So, what is an emergency fund? This is a fund to be used when a hurricane or a tornado blows the roof off your house, you lose your job, or your union calls a strike. T ...

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  • Mutual Fund As Your Alternative Investment Portfolio
    By: Cornie Herring | - People always say that investment is a money game with the playing rule of "high risk with high return and low risk with low risk". You may want to invest in an investment portfolio that is able to give a good return and stock market is always the best choice in term of high return. But you aware that investment in the stock market will cause you to lose all your money as well, because the game rule said "high risk is high return and low risk comes with low return". Hence, st ...
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  • Mutual Fund Investing Simplified
    By: Amy F. Goodmann | - What is a mutual fund anyways an average person may well ask?

    A mutual fund is simply a co-operative means by which means many people can pool their savings together and have it professionally managed and as well take advantage of institutional volume discount pricing of purchase and sales commissions.

    The concepts of pooling allow investors with relative small amounts of money to access investments that may require larger sums to achieve affordability.


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  • Mutual Fund Investing 101
    By: Amy Goodmann | - What is a mutual fund anyways an average person may well ask?

    A mutual fund is simply a co-operative means by which means many people can pool their savings together and have it professionally managed and as well take advantage of institutional volume discount pricing of purchase and sales commissions.
    The concepts of pooling allow investors with relative small amounts of money to access investments that may require larger sums to achieve affordability.

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