Pricier mutual funds offer little benefit in sour time


In a tough market that's still down despite an April rally, you'd think it would be worth paying for the expertise you'll get from having professionals manage your mutual fund.

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What is the difference between exchange-traded funds and mutual funds?

Investopedia

What is the difference between exchange-traded funds and mutual funds? Exchange-traded funds , or ETFs, are similar to mutual funds because both instruments bundle together securities in order to offer investors diversified portfolios . Typically over 100, or even up to 3,000 different securities can make up a fund.

 

Small-Cap Funds

WallStreet Journal via Yahoo! Finance

No one doubts that small caps will eventually thrive. It's just a matter of when it will be the right time to jump in. This week's SmartMoney Fund Screen looks at small-cap mutual funds.

 

Target-date mutual funds may miss their mark

Dallas Morning News

MICHAEL AUSTIN/Special ContributorThe funds typically change their asset allocations to reduce risk as retirement nears. But some of the more aggressive funds have racked up big losses in the recent bear market, drawing the attention of regulators and lawmakers.

 

Mutual fund sales slacken to $519.7M in March: investors miss stock surge

Canadian Business

TORONTO - Canadian mutual fund investors sat out the March stock-market rally, pulling hundreds of millions of dollars out of equity funds during

 

Mutual Funds 101

Forbes

Actively managed mutual funds can be sound investments. But beware the fees.

 

Test your mutual fund knowledge with this quiz

St. Louis Post-Dispatch

Although you probably haven't gotten rich off them lately, mutual funds remain a cornerstone of retirement planning. But they're widely misunderstood, and investing ignorance can really cost you. So, can you tell a fund expense ratio from a turnover ratio?

 

Mutual-fund expense ratios are on the rise

Seattle Times

A recent review by Morningstar, a company that tracks mutual funds, has found expense ratios are on the rise because of a drop in fund assets linked to the stock-market crash.

 

High mutual fund fees mean low returns

Ferndale Mirror

Q: Dear Rick: I saw a story on 60 Minutes this week that dealt with 401(k) plans and fees. It got me to thinking about my 401(k) plan but also my mutual funds. I've read your articles in the past and I know that you recommend low cost investments. In going through my expenses on my mutual funds, including 12-b1 fees, it seems I'm paying nearly two percent in management fees. Is that too much? ...

 

U.S. Mutual Funds/Carbon Footprint Study: Immense Variations Seen In Carbon Intensity

PollutionOnline

For the first time ever, investors and fund managers are now able to compare the carbon footprints of leading U.S. mutual funds, thanks to a report released recently by Trucost, the world's foremost environmental data & research company

 

High fees for mutual funds means low returns

Farmington Observer

Q: Dear Rick: I saw a story on 60 Minutes this week that dealt with 401(k) plans and fees. It got me to thinking about my 401(k) plan but also my mutual funds. I've read your articles in the past and I know that you recommend low cost investments. In going through my expenses on my mutual funds, including 12-b1 fees, it seems I'm paying nearly two percent in management fees. Is that too much? ...