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Title:

Mutual Funds

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Mutual Funds. Goal. Diversification. Professional Money Management. Easy ... A per share' measurement of the total value of the assets held by the mutual fund ... – PowerPoint PPT presentation

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Title: Mutual Funds


1
Mutual Funds
2
Goal
  • Diversification
  • Professional Money Management
  • Easy
  • Time and Energy Saver
  • Higher returns than if you do it yourself

3
Structure
  • Money from individuals is pooled by a fund
    management company (Vanguard / Fidelity).
  • Fund Manager (Advisor) buys and sells stocks or
    bonds with the pooled funds.
  • Individual investors benefit from diversification
    with little investment.

4
Key Metrics
  • Net Asset Value (NAV)
  • A per share measurement of the total value of
    the assets held by the mutual fund
  • Performance
  • Percentage gain in fund value over a specified
    time period (annually, quarterly, etc.)

5
Fees
  • Load (Sales fees)
  • 12(b)-1 fees (marketing fees)
  • Management fees
  • www.morningstar.com

6
Taxes
  • Till death do us part.

7
Mutual Funds Categories
  • Growth
  • Aggressive Growth
  • Value
  • Income
  • Equity-Income
  • Bond
  • Asset Allocation
  • Balanced
  • Growth and Income
  • Sector
  • Index
  • Conscience (Socially Responsible

8
If You Cant Beat em Join em
  • Index funds historically out-perform
    actively-managed mutual funds
  • Lower fees
  • Lower taxes
  • More sleep at night

9
Tools
  • Morningstar (the king)
  • Matching funds to your objectives
  • Portfolios constructed entirely with funds
  • Diversification by buying funds that balance each
    other

10
Lets Take a Closer Look
  • www.fidelity.com
  • www.janus.com
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