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Educated Investor: Insights Into Mutual Funds

by AAII Staff | July 07, 2020


This week’s Educated Investor highlights promising small funds and safe practices when online. Our archive articles delve deeper into the topic of mutual funds, with discussions on keeping fund outperformance in perspective, distinguishing between active and passive managers and how to identify the above-average active approaches.

This Week’s Highlight

This week's highlight image

Overlooked Active Mutual Funds That Are Outperforming

by Charles Rotblut


Finding mutual funds still potentially small enough to continue outperforming requires a screener.



Members-Only Feature Article

   
 

FEATURE ARTICLE · AAII Members Only

Protecting Yourself Online

by Jess Sherman

 

There are basic steps you can take to recognize and help protect against the inevitable email and internet scams and attacks.
 

Hand-Selected for You

   
 

How to Measure the Skills of Your Fund Manager

by Yakov Amihud, Ruslan Goyenko

 

The statistical measure R-squared can reveal whether a fund manager is a closet indexer or is truly following a strategy different than the benchmark index.
 
   
 

Active Management Stinks, But It Doesn’t Have To

by Daniel Crosby

 

Active approaches can be improved by incorporating some characteristics of passive investing, including low turnover and low fees.
 
   
 

The Top Mutual Funds Often Don’t Continue to Outperform

by Charles Rotblut

 

Analysis of mutual funds with the best five-year performance suggests the existence of some sustained momentum, but not consistently.
 

Upcoming Digital Event

   
Upcoming Digital Event image  

Using Value, Momentum and Quality as an Active Approach to Investing

presented by Charles Rotblut

 

Join us Wednesday, July 8, as Charles Rotblut discusses the approach behind VMQ Stocks that individual investors have the advantage to follow.
 

Discussion

JULIAN B from TX posted over 4 years ago:

I have a portfolio mix of mutual funds, ETF’s, and individual stocks. I need to find a low cost source where I could input issues and share quantities, and get an asset allocation analysis. I only need to do this maybe quarterly or 2x a year, so not really interested in a high cost subscription. Any ideas?


JULIAN B from TX posted over 4 years ago:

I have a portfolio mix of mutual funds, ETF’s, and individual stocks. I need to find a low cost source where I could input issues and share quantities, and get an asset allocation analysis. I only need to do this maybe quarterly or 2x a year, so not really interested in a high cost subscription. Any ideas?


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