Mutual Funds
Mutual fund investing is one of the easiest ways to diversify your portfolio and capture the benefits of the stock market with little effort. Investing in mutual funds has been the preferred investment vehicle for many individual investors thanks to professional management, diversification, regulation, and low barrier to entry. However, with the wide variety of mutual funds currently available, finding the right fund for you can be an overwhelming challenge.
The mutual fund investing archive below provides in-depth analysis of many of the most well known names in the mutual fund universe and the strategies they deploy. To uncover how exchange-traded funds are revolutionizing the mutual fund industry and your portfolio, check out our free report on the Top ETFs.
Two Ginnie Mae Funds for Good, Safe Income
Among the many challenges investors face these days is how to generate decent income at low risk. One of the best solutions for risk-averse investors is to consider no-load mutual funds that invest in Ginnie Maes.
The One and Only
Every fund manager touts his or her unique approach to investing, but few can claim absolute exclusivity. This fund manager has proof that he’s the only one using his process: US Patent Number 7,107,229 B1.
Growth at a Low Price
Recent hiccups aside, this offering is helmed by one of the best minds in the business and boasts one of the strongest long-term track records among US equity funds.
Up or Down, Fees Are Your Concern
Although mutual fund fees will likely fall this year, it’s still your responsibility to educate yourself about fees and expense ratios
Cash Balances
Many investors already consider short-term bond funds an alternative to money market funds because of their higher yields and similar investment profiles.
Transforming Returns
Investors often overlook convertible securities because they don’t understand how these instruments work or don’t think they offer enough upside. Properly managed, convertibles have a place in any portfolio.
Big Gains from Small-Caps
This fund's strategy of investing in companies with solid fundamentals and valuations should pay off over the long haul.
Inflation Shield
With US federal government’s deficit reaching epic levels, inflation is likely to go up rather than down over the long term. The severity and timing of inflationary trends are tough to predict, but investors can prepare their portfolios and shield themselves against this risk by investing in inflation-protected securities.
New Blood
Regular payouts from dividend-paying stocks can make a big contribution to total returns. Last month we profiled three basic growth and income funds with long track records of success; this month we highlight a newer offering with a lot of long-term potential.
Experience Has Its Benefits
At 41 years old, this offering is a senior citizen in the mutual fund world. Having returned 9.7 percent since its inception, the fund has outperformed a small-but-venerable group of long-lived peers with only slight tweaks to its investment approach.
