Funds & ETF Investing
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Guides »
Check out AAII's complete listing of all exchange-traded funds, plus a guide to how they work.
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Mutual Funds by Design (What Is a Mutual Fund?)
A mutual fund is an investment company that pools investors' money to invest in securities. An open-end mutual fund continuously issues new shares when investors want to invest in the fund...
In Brief
- Model ETF Portfolio: Beats Benchmark, But Total Recovery Not Yet Complete
- After the Storm, Stability Returns to the Model Mutual Fund Portfolio
- Rebound: Model Shadow Stock Portfolio Strongly Up, But Still Playing Catch-Up
- Model Shadow Stock Portfolio Up 66%, as Market Move Mystifies Pundits
- Keeping Fund Portfolio Unchanged Despite Tough Start to 2010
Fund/ETF Investing Know-How
Mutual Funds: 14 Mutual Fund Questions That Every Investor Should Know How to Answer
Mutual funds, like all investments, can occasionally be perplexing. Often when a specific mutual fund or ETF question comes to mind, no obvious source for an answer is apparent.
Here is a list of practical answers to frequently asked mutual fund questions. This quick reference guide is designed to be a "go to source" for answers to your mutual fund investing needs.
AAII's Mutual Fund area is your key to successful investing.
Mutual Funds: Diversification
Archives »
Nine Timeless Rules for Investing in Mutual Funds (and ETFs)
It is surprising how seductive any article can be that proposes some arbitrary number of rules for doing something you are even remotely interested in. So please excuse my use of this artifice because if you invest in mutual funds or exchange-traded funds, or are contemplating investing in them-I desperately want you to pore over these rules.
Sounds like common sense and simple, but not enough investors take the time to review a prospectus and an annual report.
Fund/ETF Investing Articles
- State-Based Exchange-Traded Funds
- Donor-Advised Charitable Mutual Funds
- Nine Timeless Rules for Investing in Mutual Funds (and ETFs)
- Inverse and Leveraged ETFs
- Web Sites for Exchange-Traded Funds
- Taking Aim at Your Retirement: A Look at Target Date Mutual Funds
- Life Cycle Funds
- The Dividend Yield: Stock Mutual Funds and ETFs That Generate Income
- Offbeat Offerings: Closed-End Funds
- Rolling the Currency Dice: Investing in International Bond Funds
