Title: The 10 Biggest Mutual Funds - Are they really worth your money
1The 10 Biggest Mutual Funds Are they really
worth your money?
It is a split field when it comes to mutual
funds. While many investors already understand
it, others do not mutual funds are not always a
great investment option in todays market. They
can be expensive and tax-inefficient as well
depending where they are located and so Richard
Cayne typically recommends offshore mutual funds
which start off in a more tax favorable position
to their onshore counterparts.
Financial consultants like Richard Cayne Meyer
will inform investors that they need to be
careful when they are selecting their mutual
funds.
www.richardcayne.com
21. Pimco Total Return
Has a good track record, but it could be limited
in its movement in and out of some of the best
investments, it may be headed down if interest
rates rise quickly.
32. Vanguard Total Stock Market Index Fund
Pretty inexpensive, but is market cap weighted,
meaning that it remains mostly with the large cap
funds.
43. American Funds Growth Fund of America
Has a good 10 year performance and good sector
exposure, but it is very expensive.
54. Vanguard 500 Index Investor Fund
This fund is very inexpensive, but it is heavily
weighted towards large cap companies.
65. Vanguard Total Bond Market Index
It offers broad exposure to a variety of areas in
the fixed income market, but there isnt any
exposure to bonds that are inflation protected.
76. American Funds EuroPacific Growth
It is broadly diversified, but it is also very
expensive.
87. Fidelity Contrafund
It has a strong 10 year performance and is
diversified with foreign stocks, but there is
very little exposure to value stocks or small cap.
Fidelity Contrafund
98. American Funds Capital Income Builder
There are talented analysts and managers who are
attracted to this fund, but it has very little
exposure to small cap and focuses mainly on large
cap.
109. American Funds Income Fund of America
Very little risk when it comes to interest rate
issues, but it is expensive considering the cash
allocation and the high bond.
1110. Vanguard Total International Stock Index
It has quite a bit of international exposure, but
it doesnt provide much exposure with mid and
small cap and instead focuses on large cap.
www.richardcayne.com
12According to Richard Cayne Meyer, it is
understandable why investors have started turning
more frequently to these types of funds. Since
the market is fairly volatile, it is
understandable why they are so popular at this
time.
Even though these funds have a pretty decent
track records when it comes to the long term,
Richard Cayne Bangkok advises that you proceed
with caution because they dont always
outperform. If you are looking to learn more
about mutual funds, be sure that you rely on a
financial consultant like Richard Cayne Meyer who
can help you to select the right funds for your
portfolio.
www.richardcayne.com