Computerized Investing > Third Quarter 2009

Mutual Fund Screening Services

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by Cara Scatizzi

Selecting and managing a portfolio of individual stocks and bonds can be time consuming and expensive. Investing in mutual funds is a cost-effective way to hold a diversified portfolio.

However, there are tens of thousands of different mutual funds in existence, and the explosion of exchange-traded funds ETFs gives us even more choices. It can be difficult to pinpoint funds that fit your investing goals, needs and expectations.

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Donald from CA posted over 5 years ago:


Maybe you can help me find a certain specific 2 or 3 year old article on Mutual Fund Selection criteria. I think it was published in AIAA by a financial consultant from Pasedena CA. He had a set of criteria that made good sense to me including length of manager tenure, overall fund size, expense ratio plus the usual performance and volatility.

Thanks for your attention.

DJ from CA

Donald Malone from CA posted over 4 years ago:

Please remove my request for an old
article on mutual fund selection criteria. I found the material I wanted and my description is not sufficiently up to date.

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