Mutual Funds
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Mutual Fund Basics Sep 8, 2008
A mutual fund is a pool of money managed by a professional investment advisor on behalf of individual investors who have purchased shares of the fund. The fund manager buys securities to pursue a stated investment strategy. By investing in the fund, you'll own a piece of the total portfolio of securities, which could be anywhere from a few dozen to hundreds of stocks. This provides you with both a convenient way to obtain personal money management and instant diversification that would be harder to achieve on your own.
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In the Zone Sep 5, 2008
Sector funds offer a unique approach to investing. But are they right for your portfolio? In a never-ending attempt to help you reach your financial goals, there are more investment opportunities available today than ever before. Now, sector funds offer you one more tool in an ever-growing list of financial instruments. |
Level headed or Lazy Sep 5, 2008
Does passive investment management merit its “couch-potato” nickname or is it not getting the respect it deserves? Passive investment management may be the Rodney Dangerfield of financial strategies – it gets no respect. Active investment strategies have had the spotlight so long, some investors may be surprised to find there is an alternative to stock picking, market timing and other faster-paced, more glamorous methods. |
Middle of the Road Sep 5, 2008
Mid cap stocks offer a mix of the potential growth of a small cap and some of the stability of a large cap, which could be a welcomed addition to your portfolio. In the search for the proverbial “Goldilocks” choice of the investment world, mid-cap stocks may be about as close as some investors get when looking at market capitalization. And while they may not be “just right” for everyone, mid-cap stocks certainly offer a unique, balanced mix of qualities from large and small-caps. |
Understanding Mutual Fund Share Classes Sep 5, 2008
When investing in a mutual fund, you may have the opportunity to choose among several share classes, most commonly Class A, Class B, and Class C. The differences among these share classes typically revolve around how much you will be charged for buying the fund, when you will pay any sales charges that apply, and the amount you will pay in annual fees and expenses. This multi-class structure offers you the opportunity to select a share class that is best suited to your investment goals.
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