Mutual Funds

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The Benefits of Mutual Fund Investment in an Uncertain Economy

People invest in mutual funds for four fundamental reasons: professional management, diversification, convenience, and marketability. The following sections outline these benefits, which make mutual funds [more…]

Traditional Investments: Mutual Funds, Exchange-Traded Funds, and Annuities

In addition to stocks and bonds, you can choose from a range of traditional investment vehicles, including mutual funds, exchange-traded funds (ETFs), and annuities. Which you choose depends on your financial [more…]

How Does Standard & Poor’s 500 Index Work?

The Standard & Poor’s 500 (S&P 500) tracks the 500 largest (measured by market value) publicly traded companies. The publishing firm Standard & Poor’s created this index. [more…]

Stock Market Indexes beyond the Most Recognizable Names

In addition to the Dow Jones Industrial Average, Nasdaq, and Standard & Poor’s 500, there are other indexes you can use to track the market. They include the Russell indexes, the Wilshire 5000, Morgan [more…]

How to Invest Based on Stock Market Indexes

With investments based on indexes, you can invest in the general market or a particular industry. Say that you want to invest in the Dow Jones Industrial Average [more…]

Income Stocks to Consider: Utilities and Real Estate Investment Trusts

Income stocks tend to be in established industries with established cash flows and less emphasis on financing or creating new products and services. When you’re ready to start your search for a great income [more…]

The Cost Advantage of ETFs Compared to Mutual Funds

Exchange Traded Funds (ETFs) offer a major cost advantage over mutual funds. The management companies that bring us ETFs, such as Barclays and PowerShares, can offer ETFs so cheaply compared to mutual [more…]

What Are Variable Annuities?

Variable annuities, or VAs, are mutual fund investments that have certain insurance-related guarantees, such as living benefits and death benefits. (Mutual funds are bundles of stocks or bonds or a mixture [more…]

Investing in Commodity Mutual Funds through Financial Experts

A common way for individuals to invest in commodities is through a mutual fund. Because you’re relying on a trained professional to do the investing on your behalf, commodity mutual funds may be the simplest [more…]

Questions to Ask before Investing in Commodity Mutual Funds

Before you invest in a mutual fund, you should gather as much information as possible about the fund itself, as well as about the mechanics of investing in the fund. You can get answers to these questions [more…]

What Are Commodities Exchange Traded Funds All About?

Many financial institutions are now offering commodities Exchange Traded Funds, or ETFs. This new breed of ETF enables you to buy into a fund that offers the diversification inherent in a mutual fund, [more…]

Mutual Funds For Dummies Cheat Sheet

When I invest my own money, I've long used the best mutual funds. To make the most of your money when investing in funds, you should be sure that you have your overall finances in order. You should also [more…]

A Few Fast Facts about Managed Funds in Australia

For the trivia buffs among you, here are some intriguing facts about managed funds in Australia — the biggest, smallest, oldest, cheapest, most expensive, and the best and worst performing. [more…]

What Type of Investor Are You?

Fund managers and financial advisers often provide risk-profile questionnaires to help you determine what type of investor you are, based on your tolerance to risk, investing timeframe and investment knowledge [more…]

A Checklist for Managed Fund Investing

Use this checklist for investing in managed funds as a quick reference point for each step of the managed fund investment journey. These pointers are a guide to what to watch out for and where you may [more…]

Managed Funds For Dummies Cheat Sheet (Australian Edition)

Managed funds in Australia are known as mutual funds in the United States and unit trusts in the United Kingdom. But what’s in a name? Managed funds are one of the most rewarding forms of investment for [more…]

The Challenge of Measurement: ETFs vs. Mutual Funds

Unfortunately, the old-style “active versus passive” studies that consistently gave passive (index) investing, including exchange-traded funds (ETFs), two thumbs up are getting harder and harder to do. [more…]

ETFs and Mutual Funds: A Sometimes Tricky Choice

Say you have a choice between investing in an index mutual fund that charges 0.15 percent a year and an exchange-traded fund (ETF ) that tracks the same index and charges the same amount. [more…]

Advantages of Exchange-Traded Funds

Exchange-traded funds (ETFs) were first embraced by institutions, and they continue to be used big-time by banks and insurance companies and such. Institutions sometimes buy and hold ETFs, but they are [more…]

ETFs, Mutual Funds, and the Vanguard Group

It may sound like exchange-traded funds (ETFs) are not only the best thing since sliced bread but as a replacement for sliced bread. Well, not quite. As nice as ETFs are, good old mutual funds still enjoy [more…]

Indexed Funds and ETFs vs. Actively Managed Funds

Indexed funds (such as Exchange-Traded Funds and mutual funds) are safer and easier than actively managed funds. They also make more money over the long-run. [more…]

The Vanguard Edge with Mutual Funds and ETFs

If you own a Vanguard mutual fund and you want to convert to the Vanguard ETF that tracks the same index, you can do so without any tax ramifications.

The conversion is tax-free because you will actually [more…]

An Introduction to Commodity Managed Funds

If you think delving into commodity derivatives isn’t for you, you can access the commodity markets through funds. If you’ve invested before, you may be familiar with these two investment vehicles. [more…]

Invest in Commodities through Funds and Indexes

A common misconception among investors is that you can only trade commodities by opening a futures account. While the futures markets certainly provide an avenue into the commodities markets, you have [more…]

How to Invest in Commodity Mutual Funds

A common way to invest in commodities is through a mutual fund. It may be the simplest way for you to get involved in the commodities markets because you’re relying on a trained professional to do the [more…]

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