Mutual Funds

As a finance professional, I often encounter investors who struggle to grasp how mutual funds are accounted for and valued. Unlike individual stocks, mutual funds pool money from multiple investors to buy a diversified portfolio of securities. This structure introduces unique accounting and valuation complexities. In this article, I break down the mechanics of mutual […]

As a finance expert, I often get asked about the best ways to save for retirement. One of the most effective tools available is the Mutual Fund IRA—a powerful combination of tax-advantaged retirement accounts and diversified investment funds. In this guide, I’ll break down everything you need to know about Mutual Fund IRAs, including account

When I first tried to transfer mutual fund holdings from one brokerage account to another, I encountered unexpected roadblocks. Some mutual funds simply weren’t eligible for transfer. This experience prompted me to dive deep into why certain mutual funds can’t be moved between accounts and what that means for investors in the US. Understanding the

When I first started investing in mutual funds, one of the questions I wrestled with was: How much should I reasonably expect to pay in fees? The expense ratio stands out as a key factor because it directly reduces the return I get on my investment every year. Understanding what counts as an acceptable expense

When I first delved into mutual fund investing, I found that solid academic research helped me understand the nuances that typical investment guides often overlook. Academic resources provide rigorous analysis of mutual fund performance, structure, behavior, and regulation. They also offer valuable insights into how funds fit within broader financial markets, especially considering the US

When I started investing in mutual funds, I quickly realized that not all activities surrounding them are fair or ethical. Some practices cross the line into what’s called abusive or fraudulent activity. Knowing what these abuses look like helps me protect my investments and spot red flags before committing my money. What Is Abusive Activity

Investing can feel overwhelming, especially with so many options available today. I found mutual funds to be one of the most accessible and effective ways to grow my money without needing to pick individual stocks or bonds. Over time, I’ve learned that mutual funds combine simplicity with professional management, allowing me to diversify my investments

Introduction Mutual funds remain one of the most accessible investment vehicles for U.S. retail investors, offering diversification, professional management, and liquidity. However, not all mutual funds are created equal. Some deliver consistent returns, while others underperform benchmarks despite high fees. This study compares different types of mutual funds—equity, debt, index, and sector-specific—to determine which strategies

When I look at mutual funds, I find absolute value mutual funds intriguing. Unlike typical funds that focus on relative performance compared to benchmarks, absolute value funds aim to deliver positive returns regardless of market conditions. In this article, I’ll share what absolute value mutual funds are, how they work, their strategies, benefits, risks, and

When I invest in fixed income mutual funds, one key concept I always focus on is absolute return. It tells me the real gain or loss my investment experiences over a certain period, without comparing it to any benchmark or market index. In this article, I’ll explain what absolute return means in the context of