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Mutual Fund Investing with Style

Mutual Fund Investing with Style

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

Learning to Invest with Mutual Funds

Learning to Invest with Mutual Funds

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 [...]

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

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

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