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Special Report on

Investing in Index Mutual Funds

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Understanding the types of mutual funds available and the strengths and weaknesses by type can help investors find the best mutual funds for their investment dollars. According to, a website owned by Forbes, there are presently more than 10,000 mutual funds in North America. There are actively managed funds which have fund managers that select what stocks to buy and sell and there are also funds, termed index funds which invest in a basket of stocks with the goal of replicating the performance of a broad market index such as the S&P 500 or Dow Jones Industrial Average. An investor in an index fund can expect ...
(buys and sells) the fund's investments in accordance with the fund's investment objective. In the U.S., a fund registered with the Securities and Exchange Commission (SEC) under both SEC and Internal Revenue Service (IRS) rules must distribute nearly all of its net income and net realized gains from the sale of securities (if any) to its investors at least annually. Most funds are overseen by a board of directors or trustees (if the U.S. fund is organized as a trust as they commonly are) which is charged with ensuring the fund is managed appropriately by its investment adviser and other service organizations and ...
Sale Expenses For Your Mutual Funds
Sometimes I am amazed that there is still a debate over investing in index mutual funds vs. actively managed mutual funds. Index funds have a proven record without the added risk. DSC stands for Deferred Sales Charge, and most class B mutual funds are DSC funds. This is something that you should really be on the lookout for. When you buy a mutual fund with a DSC you are not paying your financial advisor a commission directly but the fund company will pay your advisor a healthy commission, usually 5%. On top of the commission your advisor still gets a trailer fee, normally about 0.5%. Although you do not pay the commission out of ... market research, surveys and trends
What Is The Real Cost Of A Mutual Fund? | EZINE ARTICLE DIRECTORY ...
Sometimes I am amazed that there is still a debate over investing in index mutual funds vs. actively managed mutual funds. Index funds have a proven record without the added risk. Low load mutual funds work the same way as DSC funds. The financial advisor gets a lower commission, usually 3%, as a result the MER does not have to be increased as much and you are only locked in for 3-4 years instead of seven. A much better option for you, but not as good an option for your advisor since their commission is decreased. If you hold DSC funds you may want to ask your advisor way they did not offer you low load funds instead. Almost all ... market research, surveys and trends


Volatility Definition - How to Calculate Volatility
You often hear about stock market volatility, and how bad it is, but have you wondered how to compare volatility? Is it just something you know when you see it, or can it be quantified? Well, like most things, there are ways to quantify volatility so you can make the comparisons you want. First, we need to agree on definition of volatility. It's basically the variation from the average value over a measurement period. If a price varies a great deal from day to day, the volatility will be high, and conversely if the day to day variation is low, the value of volatility will be low as well. While it get pretty complicated in ... industry trends, business articles and survey research
Your Money - Five Basics for Building a Solid Financial Future ...
Few employers want us around for 40 years, so our income is likely to have ups and downs and disappear altogether for brief periods between jobs. Saving for retirement is now mostly our responsibility, too. Health insurance, for those of us who have it and manage to keep it, requires increasingly large amounts of money out of our pockets. The list goes on and on. At the same time, all sorts of individuals and institutions have smelled opportunity and lined up to peddle their wares, resulting in an explosion of credit cards, bank products and advisers of various stripes. Some of this is helpful because competition has led to ... industry trends, business articles and survey research
ETFs Imperil Commodity Investors When Contango Conspires With Pre-Rolling
A 68-year-old psychologist in Napa, California, Wolf was a buy-and-hold sort of guy, yet the nest egg he had entrusted to his broker at Merrill Lynch was suddenly down by more than 50 percent. The broker had invested much of it in a range of exchange- traded funds, or ETFs, a relatively new financial innovation that was replacing mutual funds in the hearts and portfolios of many investors. An ETF, which can be bought or sold like a stock, attempts to track the price of a particular basket of assets--tech stocks, for instance, or high-yield bonds, or commodities ranging from wheat to gold to oil to natural gas. The commodity ETFs ... market trends, news research and surveys resources
The Case for Emerging Markets
One of the best selling points for investing in emerging markets is growth potential, but like any other sector, this growth must come at a reasonable price. Emerging market stocks are cheap these days. The MSCI Emerging Markets Index has a 12-month forward price-to-earnings ratio of 10.8x, which is 15 percent below the P/E for the MSCI World Index. As you can see on the chart below, this valuation has rarely been more attractive – it is 15 percent below the long-term average. On top of that, significant sales growth is expected in global emerging markets – 15 percent and 10 percent, respectively, for 2010 and 2011. The EMEA ... market trends, news research and surveys resources


The Choice Between ETFs and Conventional Index Fund - IC&R - The ...
structure for investing in index mutual funds. In the last several years, hundreds of new ETFs, most of them tied to a unique index or strategy, ... technology research, surveys study and trend statistics
Invest Wisely: Mutual Funds
Over the past decade, American investors increasingly have turned to mutual funds to save for retirement and other financial goals. Mutual funds can offer the advantages of diversification and professional management. But, as with other investment choices, investing in mutual funds involves risk. And fees and taxes will diminish a fund's returns. It pays to understand both the upsides and the downsides of mutual fund investing and how to choose products that match your goals and tolerance for risk. This brochure explains the basics of mutual fund investing — how mutual funds work, what factors to consider before ... technology research, surveys study and trend statistics
Investing | Mutual Funds
A good way to achieve automatic diversification of your long-term equity and fixed-income investments is to invest in a mutual fund. If you still have funds available for long-term goals after contributing to your TSP, then you may want to consider these investment products. A mutual fund is a type of investment that pools the money of many individuals and acquires a portfolio of securities that is owned proportionally by each investor. Open-end mutual funds are purchased directly from a fund company (for example: Fidelity, T Rowe Price, and Vanguard). The Web sites for these and other fund companies provide extensive ...
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