Sentences with phrase «looking at mutual funds»

Why are you looking at Mutual Funds?

Now, in this completely updated Second Edition, Bogle returns to take another critical look at the mutual fund industry and help investors navigate their way through the staggering array of investment alternatives that are available to them.

I received an e-mail the other day from a 14 - year - old young investor who was looking at mutual fund information and came across a section labeled «Turnover Rate» and he was unsure what it meant.Every mutual fund has a portfolio turnover rate.

When investors look at a mutual fund, they typically are going to be looking at a mutual fund table.

The returns on passive investments are pathetic right now... look at the Mutual Fund Portfolio.

We look at mutual fund basics, how to choose the right mutual funds, expenses, tax implications, investing strategies, and everything else you need to know when getting involved in these investment vehicles.

For those that are looking at their mutual fund, keep in mind that the expense ratio is actually only about 1/3 the cost to the owner.

We always take a close look at a mutual fund's performance and investments to see if they differ from what the prospectus or sales literature would lead investors to expect.

He began his career in the investment industry as a Portfolio Associate with Index Fund Advisors, Inc., and rose within the Portfolio Management department to spearhead current and prospective client analyses, as well as in - depth looks at mutual fund company products.

I was looking at a mutual fund data on Yahoo Finance and I found some problems.

Talk to a few advisors or look at mutual fund inflows and outflows if you don't believe me.

Look at a mutual fund's prospectus.

I guess my point is that by comparing passive index investing vs. active investing via mutual funds, you can not really conclude passive index investing is superior to active investing, because you are only looking at the mutual fund world of active investing.

Generally, when you look at mutual fund performance over the long run, you can see a trend of actively - managed funds underperforming the S&P 500 index.

Brian and I have been working in value investing for most of our careers and about three years ago, as we looked at the mutual fund universe, we saw a huge gap in market neutral offerings for individual investors.

When you look at the mutual fund industry — and they're often called liquid alts, the hedge fund — like strategies that have started to appear in the mutual fund world — and, we do some of these.

Look at mutual funds or individual stocks, for instance.

Not exact matches

On the third floor of Fidelity Investments» Boston - based headquarters is a room that looks more like something you'd see at Apple or Google than at a 70 - year - old mutual fund firm.

If you're doing assessment of your mutual funds, you want to be able to take a look at the decisions that were made, compare against benchmarks, and get a report.

Following the 2008 — 09 stock market crash, many people are looking at their shrunken nest egg, swearing off mutual funds and looking for other ways to catch up.

When you look at traditional investments — stocks, mutual funds and ETFs, bonds, gold / silver, real estate, currencies and art or other collectibles — every one of them violates Buffett's two rules.

On the demand side, individual investors and mutual funds are still buyers, as individuals experienced a somewhat modest tax cut overall (the top income tax rate fell from 39.6 % to 37 %, for example) and many are looking for protection from the tax man now that the federal deduction for state and local taxes is capped at $ 10,000.

The analysis looked at year - end data for retail customers and used mutual fund, individual security, and exchange - traded fund (ETF) assets.

Check out A Deeper Look at Alpha, Bettering Your Portfolio with Alpha and Beta, Adding Alpha without Adding Risk, Jensen's alpha and 5 Ways to Measure Mutual Fund Risk.

The article looked at the relationship between politics and mutual funds / ETFs (exchange traded funds) that invest with a Social, Governance, or Environmental purpose, known as «ESGs.»

Trusts enjoy, effectively, indefinite longevity (they have a finite existence, but it can be a good long time) and can have limited liability for benficiaries (but not for trustees) and have legal personality (in the form of the trustee) and yet we permit them to pass income through to their benefiaries to avoid tax at the trust level (so that, for example, most mutual fund trusts in Canada pay no income tax - in fact, if you look at their trust indentures, most of them are required to arrange their affairs so as not to pay tax).

A reader noted and asked: «Please look at the chart in «How Investors Lost Money: Evidence from Mutual Fund Flows».

Out of the 15 brokerages we looked at, 12 offered NTF mutual funds.

A close look at Global EM funds indicates that all EM markets are suffering outflows Mutual fund and ETF investors in EMs both favour global EM funds.

This measure looks at the appreciation or depreciation (expressed as a percentage) that an asset — usually a stock or a mutual fund — achieves over a given period of time.

When looking at what are the top ten mutual funds to invest in you will find many sources to give you information, magazines, media shows and of course the internet flood the often already confused investor with lists, facts and figures.

Do you look at your stock and mutual fund prices daily?

Hi SES: You may have looked at the Vanguard Mutual Funds, which have a higher MER because you don't have to pay commissions to buy.

I have account with TDWH and lately been looking at VGK and VWO to replace my mutual funds positions.

I've looked at self - designed investments such as stock portfolios, professionally designed investments such as mutual funds, and employer - designed pension plans.

And last month, I outlined the «investment spending» choices of stocks, mutual funds, bonds, certificates of deposit, hard assets, insurance, and derivatives, and promised that we would be looking at them in more detail soon.

For investors who are looking at debt mutual funds for their short term savings are better off investing in liquid funds.

In any case, only looking at performance is not a good idea to select mutual funds.

See, if you look at a list of stocks or mutual funds today, and analyze their historical performance, you'll tend to get a much rosier performance figure than an investor would actually have experienced, because any stock or fund that did not survive will not be part of the list.

In Part I, we looked at the managed mutual fund market.

Here is a look at the 3rd Quarter performance for both traditional and alternative mutual fund categories as reported by Morningstar.

I have found it really difficult to determine the expenses associated with the brand - name target - date fund in my current 401 (k)-- it's made up of mutual funds, so I realized I had to look at the weighted average of their expense ratios.

And so, he did extensive research including the research from Dalbar, taking a look at the inflows and outflows of equity mutual funds of the average individual investor.

The first thing I did was look at the MER for the two mutual funds I held at the time and, after picking my tongue off the ground, decided I was going to take a more active role in investing.

I am looking at buying some investment property and hence I want to redeem some of my mutual funds before they complete 3 years.

Just look at the portfolio of the top mutual funds and find out its holding stocks.

If you want suggested reading on this, look at the investing books of John C. Bogle who studied some of this rather extensively, in addition to being one of the first to create an index fund that became known as «Bogle's Folly,» where a couple of key ones would be «Common Sense on Mutual Funds: New Imperatives for the Intelligent Investor» and «Bogle on Mutual Funds: New Perspectives for the Intelligent Investor.»

When you start looking at other forms of active investing besides mutual funds, passive investing isn't always cheaper.

The procedure to compare the costs of a mutual fund and an ETF is to find two similar investment strategies and look at their prospectus.

Just look at how many mutual fund managers, who are definitely «professionals» suck at what they're doing and don't even beat passive index benchmarks!