MutualFundQuality - (Page 1 of 60) Copyright © 2006,...

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Unformatted text preview: (Page 1 of 60) Copyright © 2006, Investopedia.com - All rights reserved. Choosing Quality Mutual Funds By Richard Loth Thanks very much for downloading the printable version of this tutorial. http://www.investopedia.com/university/quality-mutual-fund/ As always, we welcome any feedback or suggestions. http://www.investopedia.com/contact.aspx Table of Contents 1) Scoring Investment Quality Overview Of The Mutual Fund Industry History Of The Mutual Fund How A Mutual Fund Works Today's Mutual Fund Industry Fund Investment Qualities Fund Investment Quality Scorecard 2) Sources Of Evaluative Data Finding Mutual Fund Data Value Line Fund Report Retirement Plan Documentation and Other Sources 3) A Fund's Investment Objective Mutual Fund Categories Mutual Fund Style Box Fund I-Q No. 1: Investing Style Scoring Investment Style Data 4) Measuring a Fund's Risk and Return Risk-Return Relationship Understanding Mutual Fund Returns Fund I-Q No.2: Favorable Risk-Return Profiles Scoring Risk-Return Data 5) Fund Size and Performance Mutual Fund Asset Size Fund I-Q No. 3: Size and Style Compatibility Scoring Fund Size and Style Data Investopedia.com – the resource for investing and personal finance education. This tutorial can be found at: http://www.investopedia.com/university/quality-mutual-fund/ (Page 2 of 60) Copyright © 2008, Investopedia.com - All rights reserved. 6) Fund Management Issues Passive Vs. Active Management Fund I-Q No. 4: Manager Tenure and Structure Scoring Fund Management Data 7) Fund Transactional Activity Portfolio Turnover Fund I-Q No.5: Portfolio Turnover Ratio Scoring Fund Turnover Data 8) Fund Costs and Expenses Overview of Mutual Fund Expenses Fund I-Q No. 6: Costs and Expenses Scoring Fund Cost and Expense Data 9) Fund Performance Metrics Historical Performance Vs. Underlying Portfolio Characteristics Mutual Fund Performance Data Fund I-Q No.7: Comparative Total Returns Scoring Fund Performance Data 10) Analytical Commentary On a Fund Fund I-Q No.8: Favorable Analytics Scoring Fund Analytical Commentary 11) Conclusion: Mutual Fund Investment Quality Fund Investment Qualities Fund I-Q Scorecard Introduction Investopedia.com – the resource for investing and personal finance education. This tutorial can be found at: http://www.investopedia.com/university/quality-mutual-fund/ (Page 3 of 60) Copyright © 2008, Investopedia.com - All rights reserved. The complexities of the investment process are often beyond the grasp of the general public. For many people, multiple competing interests and increasingly busy lifestyles leave little opportunity for learning the basics of investing. Nevertheless, saving and investing for one's future financial security has to be considered one of life's priorities....
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This note was uploaded on 05/17/2010 for the course BUS 001 taught by Professor Gra during the Spring '99 term at American University in Cairo.

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MutualFundQuality - (Page 1 of 60) Copyright © 2006,...

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