Advisor Perspectives Inc
Woburn, MA:
Why Most Equity Mutual Funds Underperform and How to Identify Those that Outperform
The real culprit for the underperformance of actively managed funds is the structural decisions made by fund companies: asset bloat, closet indexing and over-diversification. These structural inefficiencies can be measured and ranked using a methodology dubbed the Portfolio Drag index. Once understood, it is fairly straightforward to avoid high portfolio-drag funds and reap the value add of skill.
Why Mutual Funds Can’t Agree on What Unicorns Are Worth
Picking the right number “is as much an art as it is a science.”
How Mutual Funds Can Be Advocates For Their Investors
There has been a growing focus in the area of corporate governance given the numerous and very significant financial events that have happened over the
How To Pick Mutual Funds That Can Beat The Market
Cheap mutual funds with managers who actively invest in them are great picks, but beating the S&P 500 doesn't help if it isn't your fund's benchmark.
Why your equity mutual funds hold cash
In volatile markets or when markets are consistently rising, some schemes prefer to book profits and hold cash, especially those that continue to get inflows.
Why you should invest in mutual funds
MF schemes suit goal-based portfolios more than direct investment in stocks
What does mark-to-market risk in mutual funds mean?
The daily change in the value of your mutual fund investments—be it equity or debt—is referred to as marking to market
Taking stock: Know how your mutual funds fared
A consolidated mutual fund statement is easy to get that tells you how your investments have done.
Bleeding mutual funds: Should you go back to good old fixed deposits?
Asset allocation of an investor must be ascertained while carrying out any investments.
Bank FDs vs debt mutual funds vs post office deposits: How they are taxed
Equity investments tend to give higher returns than all other asset classes over the long run, but they are also riskier in nature.It is important to invest in debt-related products
Know Your Mutual Funds
Are ETFs Or Mutual Funds More Tax-Efficient?
When Mutual Funds Take a Tax Bite
Fund Fiend: More than dozen mutual funds anticipate making capital-gains distributions of more than 20% of their net asset values next month, leaving some investors exposed to a potentially big tax bite. Columnist Daisy Maxey explores the situation and what you can do.
Want to Be a Successful Investor? Leave the Mutual Funds Behind.
There are better ways to invest than mutual funds.
Financial planning: Which are better: ETF’s or Mutual Funds?
Question: I am mostly invested in mutual funds, but my friend says I should use exchange-traded funds instead because they have lower taxes. When I ask my financial advisor he says mutual funds wor…
NerdWallet's Dirty Dozen: The Worst Mutual Funds
by Susan Lyon Do the benefits outweigh the costs of investing in mutual funds? While investors may assume that picking any old mutual fund is a good decision because they…
Back To Investing Basics: Mutual Funds or ETFs?
Okay, it’s official. I am now thoroughly bored with the current manufactured political crisis. It’s not that the consequences don’t have the.
Can you do better than mutual funds?
MainStay Mutual Funds: Your method to building a better portfolio.
Mutual funds can help diversify your investments, without the need to handpick stocks and bonds yourself.
Should you invest in the new mutual funds categories introduced by SEBI?
Which of these categories are an option they should explore further and which one of them is good to give a miss?
Is it time for you to shift from large-cap to passive mutual funds?
There is merit in investing in consistent outperformers in the large-cap category, but ETFs are a better choice if you don’t have time to research yourself and don’t have an advisor either.
