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Posts by: Doug Gerlach, Editor-In-Chief, Mutual Fund Informer

A Look at Three Types of Mutual Fund Load Fees

On March 12, 2013 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
mutual fund retirement plans

Investors should be aware of all mutual fund charges, especially mutual fund loads, or sales fees. A load is a sale fee that a fun charges against your investment. Funds charge loads in addition to other expenses. Loads benefit a broker, sales agent or fund’s management company and are direct expenses to the investor. [...]

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Managing Your Mutual Fund Documents, Part 2

On February 25, 2013 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
investing in mutual funds

Following is Part Two of a two-part article from The Mutual Fund Informer newsletter. Read Part One here.

The Shareholder Report is another important piece of information for mutual fund investors that is full of valuable information. Once you are a shareholder, you can expect to receive [...]

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Managing Your Mutual Fund Documents, Part 1

On February 14, 2013 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
investing in mutual funds

Following is Part One of a two-part article from The Mutual Fund Informer newsletter.

Any mutual fund investor soon discovers that mutual fund companies generate a lot of paperwork and documents. Typical mailings include the prospectus, regular shareholder statements, statements of additional information and the shareholder report. What is their value to you?

[...]
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The Six Rules of Successful Mutual Fund Investing: Part Six

On August 20, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
The Six Rules of Successful Mutual Fund Investing

Part Six of the six part series on successful fund investing looks into the quantity of funds to consider.

The Sixth Rule of Successful Mutual Fund Investing:

CONCENTRATE YOUR PORTFOLIO IN JUST A HANDFUL OF FUNDS

Once you have decided on an asset allocation and diversification approach to use in your portfolios, you can move on [...]

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The Six Rules of Successful Mutual Fund Investing: Part Five

On August 15, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
6 Rules of Successful Mutual Fund Investing: Part Five

Part Five of the six part series on successful fund investing touches on the importance of diversifying your funds and allocating assets.

The Fifth Rule of Successful Mutual Fund Investing:

INTELLIGENTLY DIVERSIFY YOUR FUNDS AND ALLOCATE YOUR ASSETS

Do not use a scattershot approach to diversification in your fund portfolios. You need a smartly devised and clearly [...]

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The Six Rules of Successful Mutual Fund Investing: Part Four

On August 8, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
The Six Rules of Mutual Fund Investing: Part Four

Part Four of the six part series on successful fund investing touches on the benefits of signing up for company retirement plans.

The Fourth Rule of Successful Mutual Fund Investing:

TAKE ADVANTAGE OF TAX-ADVANTAGED ACCOUNTS WHENEVER POSSIBLE

Retirement plans such as Individual Retirement Accounts (IRAs), Roth IRAs, 401(k)s, and 403(b)s are a gift to investors. They provide incredible tax [...]

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The Six Rules of Successful Mutual Fund Investing: Part Three

On August 1, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
6 Rules to Successful Fund Investing: Part Three

Part Three of the six part series on successful fund investing  focuses on market types and factors.

The Third Rule of Successful Mutual Fund Investing:

INVEST IN YOUR FUNDS REGULARLY, THROUGH ALL MARKET UPS AND DOWNS

Since it’s impossible to predict the ups and downs of the stock market, put this cyclicality to work for [...]

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The Six Rules of Successful Mutual Fund Investing: Part Two

On July 25, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
6 Rules of Successful Fund Investing: Part Two

This is Part Two of a continuing series on successful investing in mutual funds. 

The Second Rule of Successful Mutual Fund Investing:

FOCUS ON EQUITY FUNDS

If you learn anything from a study of the history of the markets, it should be this: over time, stocks outperform all other assets. That’s why you should [...]

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The Six Rules of Successful Mutual Fund Investing: Part One

On July 19, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
6 Keys to Mutual Fund Success: Part 1

Over the next few weeks, BetterInvesting will share some of the Six Rules of Successful Fund Investing as practiced by history’s best investors.

The First Rule of Successful Mutual Fund Investing:

BE AN INVESTOR IN YOUR FUNDS, NOT A TRADER

One of the most common mistakes that investors make is thinking that they can manage [...]

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5 Keys to Selecting Winning Mutual Funds

On July 6, 2012 By Doug Gerlach, Editor-In-Chief, Mutual Fund Informer
5 Keys to Selecting Mutual Funds

Investing in mutual funds doesn’t have to be difficult, as long as you steadfastly follow a few straightforward principles. Unfortunately, many opposing forces get in the way of putting these rules into effect in your personal portfolio.

The following five rules of thumb will help you select funds that will outperform their peers over [...]

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Information provided is for educational purposes only. No investing recommendations are expressed or implied.

TOPICS

  • BetterInvesting Announcements (46)
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  • Capitalism (1)
  • Dividends (6)
  • Financial Markets (58)
  • First Cut (1)
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  • Investing News (109)
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  • Uncategorized (17)

RECENT POSTS

  • Yes, Play With the Nice Bull, Just Don’t Go Crazy
  • In the Market for Some Retail Stocks? Better Shop Around
  • BetterInvesting Weekly Stock Screen 5-13-13
  • Narrowing the Class Chasm

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