Take A Smart Step
Shares

Category Archives for Invest in Mutual Funds

how to choose mutual funds

How to Invest in Mutual Funds for Beginners

Quick Navigation How This Guide is Set UpResearch ToolsPhase One: From 1,000's to 25Phase Two: Detailed ResearchPhase Three: Minimums & Open to New InvestmentPhase Four: The Final Decision With

Continue reading
index fund basics

[Index Fund Basics] Are They a Mistake or the Way to Go

Anytime you are learning about investing you can’t avoid the words: indexes and index fund investing. It can be hard to tell if this is a trend, hype or really a great way to invest. Following I

Continue reading
market capitalization

What is Market Cap and How to Use it in Investing

Market capitalization might seem like a scary complicated term, but it is actually rather simple. Not only is it simple, but it is a great tool to use when you are working on diversifying your investments. So

Continue reading

What is a Fund of Funds

A fund of funds is a type of mutual fund that is made up of other mutual funds (and occasionally ETF’s).  Similar to a book that is a collection of poems.  You get a bunch of different poems in one

Continue reading

What is a Concentrated Fund and Is it Right for You?

Funds that do not own many stocks are often referred to as concentrated (or focused).  Many of these funds have only 25 – 50 stocks.  While on the other end some funds own upwards of 1,000 stocks. Funds

Continue reading

Trailing Return: What it is and How to Use it

One criterion that I look when investing is the trailing return.  Trailing return is the return that the mutual fund has achieved over the specified time period, including both capital gains and dividend

Continue reading
fund manager tenure

How to Review Manager Tenure When Deciding on a Mutual Fund

  When picking out a mutual fund, one of the things I look at is fund manager tenure.    This is how long the current manager or co-managers have been running the mutual fund.   Mutual

Continue reading
morningstar style box

What is a Style Box on Morningstar and How to Use It

Morningstar created the style box as a way to get a quick glance of where a portfolio is invested. This can be a mutual fund portfolio or even your own portfolio.There is a stock version and a bond version.What

Continue reading
mutual fund fees

Understanding Mutual Fund Fees

If you think airline fees are confusing, wait till you try and understand mutual fund fees.   We are going to look at four mutual fund fees that you will encounter.    These include: management

Continue reading