Mutual Funds Latest Archive

New Site Section Dedicated to Mutual Funds
February 24 2020 by AAII Staff
The Funds section at AAII.com presents the essential data you need, including our A-F fund grades, on 25,000 mutual funds in a new easy-to-use and understand format.

Fund Evaluation Made Easy
February 10 2020 by AAII Staff
Chief among the wealth of new data and resources at AAII.com for members who are mutual fund investors is the new Fund Evaluator.

Money Life at Morningstar With Charles Rotblut
May 15 2019 by Charles Rotblut
Chuck Jaffe and I spoke about the Morningstar Investor Conference, mutual fund fees and whether investors should buy the so-called smart beta funds that focus on factors.

Fund Investors’ Biggest Mistakes and How You Can Avoid Them
March 04 2019 by AAII Staff
Understanding how different investments work is the first step toward profitable investing. The second is making sure you—and your mutual fund manager—always maintain the correct wealth-building mindset.

What Every Investor Should Know About Mutual Funds
January 01 2018 by AAII Staff
While they are just common sense, paying attention to these mutual fund pearls may make all the difference.

10 Questions to Ask About a Fund Manager
October 09 2017 by AAII Staff
At some point you have to look beyond a mutual funds past performance to see who made the performance happen, so you can form a judgment about future performance.