Posts tagged as:

mutual funds

Mutual fund investing can be simplified using styles. A stylebox classification for both equity and bond funds exist and are widely used. We review how to interpret mutual fund styles to develop a good investment strategy

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Index funds are low cost, easy to invest in, and tax efficient way to invest for the long-term investor. They also provide great diversification benefits and make asset allocation decision easier.

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Learning to Invest with Mutual Funds

Money

If you have a small account or if you are just learning to invest, you should consider investing with mutual funds. A good mutual fund offers access to professional money managers and also allows you to diversify your holdings across multiple asset classes. Once you feel you understand how to evaluate businesses and stocks and [...]

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Socially Responsible Investing for “Values” Investors

Money

You have certain personal values. Socially responsible investing allows you to be a “values” investor. There are many options available that can help you align your investments with the principles you hold dear

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2008 was a bad year for mutual funds investors. Really!

News

Average mutual fund was down 30% in 2008 in the worst annual performance since 1937, however, some investors did better than others.

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