Mutual Fund Advice & Resources

Best Mutual Funds This Year

Best Mutual Funds This Year

Best Mutual Funds 2012 And the winner is….. The Rydex Nasdaq 2X Mutual Fund!  So far through 8/31/12 the double leveraged Nasdaq mutual fund by Rydex has been the best performer.  Hold your horses though, this is a LEVERAGED mutual fund! Leveraged Mutual Funds A leveraged mutual fund means that

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Mutual Funds Investing

Mutual Funds Investing

It’s very much in it’s infancy stages, but we’ve put up a new website dedicated to mutual funds investing.  While this site – bestmutualfund.org focuses on strictly mutual fund performance, the www.mutualfundsinvesting.com website will focus on investing in mutual funds on a more general basis. Mutual Funds Investing While the

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CGM Focus Fund

CGM Focus Fund

We always recommend sticking with a long term investment plan that you can manage without jumping from fund to fund or worse yet collecting a bunch of mish mash funds.  The CGM Focus Fund is a good example of why. CGM mutual funds Focus Fund states that long term growth

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Best Mutual Funds for 2012 Q2

Best Mutual Funds for 2012 Q2

With Q2 2012 recently closed we’re just a bit ahead of the game in posting our new best mutual funds 2012 updates. Remember Don’t Chase The Best Mutual Funds! The best mutual funds rarely maintain their status over subsequent periods.  We NEVER recommend chasing performance, but rather we recommend you

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The Best Mutual Funds Falter

The Best Mutual Funds Falter

The Best Performing Mutual Funds Falter How does someone decide which funds to hold in their portfolio in the future?  If you’re the gambling type, a dart board and some darts might do the trick.  Chasing the best performing mutual funds might not be much better than the dartboard method!

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REIT Mutual Funds – Is Real Estate Investing Right For You?

REIT Mutual Funds - Is Real Estate Investing Right For You?

The first week of May I had the pleasure of speaking at the National Association of Personal Financial Advisors national conference in Chicago.  This was by far the most attended national conference the exclusive group of pure fee only financial advisor professionals has put on to date.  While it was

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Growth vs Value Stock Mutual Funds

Growth vs Value Stock Mutual Funds

What Is A Growth Mutual Fund? A stock’s value orientation reflects the price investors are willing to pay for a share of some combination of the stock’s prospective earnings, book value, revenue, cash flow, and dividends. Morningstar measures a stock’s value orientation in relation to its scoring group (groups based

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What Is Asset Allocation

What Is Asset Allocation

Asset Allocation Is Key To Investment Management Asset allocation is how an investment manager allocates investment assets among various asset classes. Generally the goal is to reduce investment portfolio risk as much as possible, while achieving a target long term investment risk/return profile. For example, a moderate investor may allocate

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About BestMutualFund.org

We Have One Goal In Mind BestMutualFund.org was created on the premise that every investor, from novice to experienced, needs free help and advice.  Our goal is to provide the free resources and tools that will allow you to make smart investment decisions with your money. The cold hard fact

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Mutual Fund Performance

Mutual Fund Performance

By definition the best stock mutual funds were the best of yesterday, not necessarily tomorrow!  Top performing funds are historically top performing.  Not top performing for your portfolio but top performing for investors who owned them prior. Investors need to be wary of chasing performance.  Chasing what was good can

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