DIY Personal & Retirement Financial Planning
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Rational selection of equity and bond mutual funds and ETFs – An Overview Given the extremely large variety and number of available fixed income and equity investment mutual funds and ETFs, investors need a rational basis to select among them. Without scientific selection criteria and a good understanding of which factors are more or less […]
The Top 40 Low Cost Best US Money Market Funds You can save by investing in one of the top 40 low cost best money market funds This article discusses the top 40 low cost best money market mutual funds for your savings investments — either directly with the mutual fund company or through retirement […]
Here is some really good news for you. The Skilled Investor has published an article about lower cost S&P 500 index mutual funds that you can read, entitled: Low Cost S&P 500 Index Mutual Funds. The Standard & Poors 500 stock index is the most common equity index fund benchmark in the U.S. The S […]
Here is some really good news for you. The Skilled Investor has published an article about lower cost S&P 500 index mutual funds that you can read, entitled: Low Cost S&P 500 Index Mutual Funds. The Standard & Poors 500 stock index is the most common equity index fund benchmark in the U.S. The S […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for USAA S&P 500 Index mutual fund Member Shares (USSPX). The diversified investment fund strategy of the USAA S&P 500 Index mutual fund Member Shares (USSPX) Financial Planning Software for Consumers According to its prospectus filing on the U.S. […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for the American Funds – AMCAP Fund – Class A Shares. The diversified investment fund strategy of the American Funds – AMCAP Fund – Class A mutual fund shares (AMCPX) Discover Home Financial Planning Software According to its prospectus […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for the Dodge and Cox Stock Fund (DODGX). The diversified investment fund strategy of the Dodge and Cox Stock mutual fund (DODGX) Family Financial Planning Software for Home Use According to its website and its prospectus filing on the […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for the American Balanced Fund – Class A Shares. The diversified investment fund strategy of the American Balanced Fund – Class A mutual fund shares Discover Home Financial Planning Software According to its prospectus filing on the U.S. Securities […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for the Vanguard Institutional Index Fund. The diversified investment fund strategy of the Vanguard Institutional Index mutual fund (VINIX) Find Home Financial Planning Software According to its prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the […]
What is the most effective strategy you have to increase your long-term mutual fund and ETF investment returns? Just reduce your investment fees to rock bottom and buy directly to eliminate all sales loads. This strategy is both simple and entirely within your control. You do not have to be smarter than all those other […]
Superior mutual fund and ETF performance charts are the sales tools of modern financial snake oil salesmen Historical performance charts allow investment fund promoters to market selectively their supposedly superior funds and to allege that their excessively high fees are worth it. Lured in by superior past performance, most often individual investors will get mediocre […]
Select mutual funds and ETFs with the most important economic factors that affect long term, diversified, and risk-adjusted investment fund returns Good things are born small and grow over time. Regularly, The Skilled Investor evaluates individual mutual funds and ETFs and adds new articles that use the Fund Authority Score rating system. To be alerted […]
The table below presents The Skilled Investor’s Fund Authority Score and other information for the DWS S&P 500 Index Fund (SXPAX). The Scudder Equity 500 Index Fund (BTIEX) and the DWS S&P 500 Index Fund (SXPAX) Personal Financial Planning Software The Skilled Investor has published an article about lower cost S&P 500 index mutual funds […]
The table below in this article presents The Skilled Investor’s Fund Authority Score and other information for the SSgA S & P 500 Index Fund (SVSPX). The Skilled Investor has also published an article about lower cost S&P 500 index mutual funds that you can read, which is entitled: Low Cost S&P 500 Index Mutual […]
The diversified investment fund strategy of the Fidelity Contrafund (FCNTX) According to its prospectus filing on the U.S. Securities and Exchange Commission EDGAR system, the investment strategy of the Fidelity Contrafund is to invest primarily in common stocks and particularly in the “securities of companies whose value Fidelity Management & Research Company believes is not […]
Fund Authority Scores rate mutual funds and ETFs on the most important economic factors affecting long term diversified stock or equity investment fund performance. This article explains the investment fund maturity and operating efficiency factors. <<– Go to Part 2 Family Financial Planning Software for Home Use Parts 1 and 2 of this article discussed […]
Fund Authority Scores rate stock mutual funds and ETFs on the most important economic factors affecting long term diversified equity investment fund performance. This article explains how historical fund performance is calculated. <<– Go to Part 1 Go to Part 3 –>> Find Family Financial Planning Software Part 1 of this article discussed direct and […]
Fund Authority Scores range from -10 to +10 and measure five factors for diversified stock or equity investment funds: 1) annualized management and sales expenses, 2) trading costs, 3) historical performance, 4) fund maturity, and 5) operating efficiency. Go to Part 2 –>> This article explains how Fund Authority Scores rate stock or equity mutual […]
Fund Authority Scores rate mutual funds and exchange traded funds (ETFs) on the most important economic factors that influence individual investors’ net long term diversified investment fund performance. The Skilled Investor developed the Fund Authority Score system to provide individual investors with concise, objective, and realistic summaries of mutual funds and ETFs for comparisons within […]
Fund Authority Scores rate mutual funds and ETFs on the most important economic factors influencing long term diversified investment fund performance The Skilled Investor developed the Fund Authority Score system to provide individual investors with concise and objective mutual fund and ETF comparisons within investment asset classes. Financial Planning Software for Consumers Fund Authority Scores […]