http://www.upublish.info/Category/Mutual-Funds/32 Mutual Funds articles from U Publish Articles Rss Follow Up Sat, 11 Oct 2008 23:43:26 -0400 Money market funds are mutual funds that invest in low-risk securities in the money market. They invest in short-term securities that have high liquidity. These funds maintain a constant Net Asset Value (NAV). Only their yields will vary. Since they are liquid, they also give check-writing facility to the investor. http://www.upublish.info/Article/MONEY-MARKET-FUNDS/151286 Thu, 31 Jul 2008 00:00:00 -0400 http://www.upublish.info/Article/MONEY-MARKET-FUNDS/151286 Balanced mutual funds invest in a portfolio of bonds and stocks. Hence they provide safety and regular income as well as rapid capital appreciation. It is a safe investment to investors who need to see their money grow and at the same time not lose out because of market volatility. http://www.upublish.info/Article/BALANCED-MUTUAL-FUNDS/151285 Thu, 31 Jul 2008 00:00:00 -0400 http://www.upublish.info/Article/BALANCED-MUTUAL-FUNDS/151285 Youngsters who have just started their careers must have an idea about investing in mutual funds. Some of the possible types of funds that they can invest include emerging markets funds, small-cap and mid-cap funds and target funds. Emerging markets funds invest in fast-growing economies of the world and get a handsome return in a short period of time. Small-cap and mid-cap funds concentrate on growth stocks to provide high returns. Target funds focus on different types of securities to provide a good return on the target year. http://www.upublish.info/Article/INVESTING-IN-MUTUAL-FUNDS-FOR-YOUNGSTERS/150831 Tue, 29 Jul 2008 00:00:00 -0400 http://www.upublish.info/Article/INVESTING-IN-MUTUAL-FUNDS-FOR-YOUNGSTERS/150831 Gold is one of the most precious commodities in the world. During these times, when inflation is skyrocketing and the economy is not doing as well as it should, one must consider investing in gold to be one of the safer areas of investment. Gold traded mutual funds offer the benefit of investing in gold and at the same time eliminates the disadvantage of holding physical gold. http://www.upublish.info/Article/GOLD-TRADED-MUTUAL-FUNDS/150830 Tue, 29 Jul 2008 00:00:00 -0400 http://www.upublish.info/Article/GOLD-TRADED-MUTUAL-FUNDS/150830 Bonds are one of the best places to invest when the economy is not performing well. It ensures regular interest payments and possible capital appreciation when bond price increases. But bond mutual funds are better than bonds because they also provide liquidity to the investor apart from having all the advantages of investing in bonds. http://www.upublish.info/Article/BOND-MUTUAL-FUNDS/150829 Tue, 29 Jul 2008 00:00:00 -0400 http://www.upublish.info/Article/BOND-MUTUAL-FUNDS/150829 Mutual funds are financial intermediaries that collect funds from individual investors and invest these funds in various kinds of securities and/or other assets. Investing in mutual funds provides the benefits of large-scale investing to the small investor. By investing in mutual funds of an investment company, the investor contributes to the pool of assets created by the investment company. The investor's claim in the portfolio established by the investment company is proportional to the amount invested. http://www.upublish.info/Article/Investing-in-Mutual-Funds/147541 Sat, 12 Jul 2008 00:00:00 -0400 http://www.upublish.info/Article/Investing-in-Mutual-Funds/147541 Exchange Traded Funds allow investors to trade index portfolios just as they do shares of stock. Exchange Traded Funds can be traded throughout the day unlike open-ended mutual funds which can be traded only at the end of the day when net asset value is calculated. Moreover, the Exchange Traded Funds can be sold short or purchased on margin. http://www.upublish.info/Article/Exchange-Traded-Funds/147537 Sat, 12 Jul 2008 00:00:00 -0400 http://www.upublish.info/Article/Exchange-Traded-Funds/147537 Mutual Funds primarily depend upon individual agents and distribution companies to market their schemes to the investors. Nowadays, they also market their schemes directly. Every Mutual Fund has a specified investment policy which will be described in the Mutual Funds prospectus. A family of Mutual Funds will be managed by an Asset Management Company. This Asset Management Company will collect funds from investors and charge a management fee for operating them. http://www.upublish.info/Article/How-do-Mutual-Funds-work/147536 Sat, 12 Jul 2008 00:00:00 -0400 http://www.upublish.info/Article/How-do-Mutual-Funds-work/147536 Mutual funds are popular. If you are not invested in one right now you are more than likely to be invested in one in the near future either directly or indirectly. Choosing a good mutual fund is important for maximizing your investment performance. http://www.upublish.info/Article/What-makes-a-good-mutual-fund/128610 Tue, 25 Mar 2008 00:00:00 -0400 http://www.upublish.info/Article/What-makes-a-good-mutual-fund/128610 For both the novice and experienced investor, Mutual Funds and Exchange Traded Funds (ETFs) are probably the best investment vehicles to invest in the stock market. http://www.upublish.info/Article/How-to-Invest-in-Mutual-Funds/127656 Wed, 19 Mar 2008 00:00:00 -0400 http://www.upublish.info/Article/How-to-Invest-in-Mutual-Funds/127656 Even though I am not an investment advisor and never hold myself out as one, clients continue to ask me what to do to prepare for retirement. Should I max out my 401(k) contribution? Should I do an IRA? Should I put more in my profit sharing plan or pension plan? My response - putting your money into the lottery may be a better investment. http://www.upublish.info/Article/Why-the-Lottery-is-a-Better-Investment-than-Mutual-Funds/110362 Tue, 18 Dec 2007 00:00:00 -0500 http://www.upublish.info/Article/Why-the-Lottery-is-a-Better-Investment-than-Mutual-Funds/110362 Every investor should consider Exchange Traded Funds (ETFs). The younger brother of open-end index mutual funds is growing up fast and showing greater versatility. http://www.upublish.info/Article/The-ABCs-of-Exchange-Traded-Funds/105686 Tue, 13 Nov 2007 00:00:00 -0500 http://www.upublish.info/Article/The-ABCs-of-Exchange-Traded-Funds/105686 We've spent the past few weeks discussing investments so you'll know by now that we recommend good low risk mutual funds as the investment of choice. http://www.upublish.info/Article/How-to-Pick-a-Good-Mutual-Fund/104131 Mon, 05 Nov 2007 00:00:00 -0500 http://www.upublish.info/Article/How-to-Pick-a-Good-Mutual-Fund/104131 Alan Greenspan writes extensively about the global economy in The Age of Turbulence. He believes there are common dominators to economic success. One is a cultural desire for growth, which includes government integrity, the acceptance of a certain amount of income inequality, incentives to take risk and the willingness to let market forces determine supply and demand. http://www.upublish.info/Article/International-Investing-in-The-Age-of-Turbulence/99117 Fri, 12 Oct 2007 00:00:00 -0400 http://www.upublish.info/Article/International-Investing-in-The-Age-of-Turbulence/99117 You can be on your way to doubling your money in 3 years by trading Mutual Funds and Exchange Traded Funds (ETFs) rather than individual stocks. http://www.upublish.info/Article/WHY-YOU-SHOULD-TRADE-ETFs---MUTUAL-FUNDS-RATHER-THAN-INDIVIDUAL-STOCKS/87674 Fri, 17 Aug 2007 00:00:00 -0400 http://www.upublish.info/Article/WHY-YOU-SHOULD-TRADE-ETFs---MUTUAL-FUNDS-RATHER-THAN-INDIVIDUAL-STOCKS/87674 The Child Trust Fund is a new scheme that guarentees great tax-free savings for your child. http://www.upublish.info/Article/Everything-you-need-to-know-about-Child-Trust-Funds/82624 Mon, 23 Jul 2007 00:00:00 -0400 http://www.upublish.info/Article/Everything-you-need-to-know-about-Child-Trust-Funds/82624 Mutual funds overall return poor results. A good one may return 10 12 compounded but with inflation, thats not much and on the risk side 30% losses or more can occur and they can last for years! Fact is most dont even out perform the index, there are better alternatives with lower risk and higher profit potential and here we will look at one of them. http://www.upublish.info/Article/Mutual-Fund-Alternatives---Discover-Lower-Risk---Higher-Rewards/74787 Sun, 27 May 2007 00:00:00 -0400 http://www.upublish.info/Article/Mutual-Fund-Alternatives---Discover-Lower-Risk---Higher-Rewards/74787 Mutual funds as a group perform badly over the longer term. Most cannot out perform the share index furthermore, a mutual fund is considered good if it reaches double digit gains. If you take into account the effect of inflation on growth, mutual funds dont look so attractive and the risk is high, with 30% or more in terms of drawdown and years to recovery in many instances. So what are the alternatives? http://www.upublish.info/Article/Mutual-Fund-Alternatives---With-Lower-Risk-and-Higher-Returns/73605 Tue, 15 May 2007 00:00:00 -0400 http://www.upublish.info/Article/Mutual-Fund-Alternatives---With-Lower-Risk-and-Higher-Returns/73605 Most people commit the bulk of their savings for long term growth to stocks and mutual funds but fact is they don't perform well as a group and there are plenty of investments with higher growth potential and lower risk. Let's look at one. http://www.upublish.info/Article/Low-Risk-Investment---That-Out-Performs-Stocks---Mutual-Funds-With-Lower-Risk/73393 Sun, 13 May 2007 00:00:00 -0400 http://www.upublish.info/Article/Low-Risk-Investment---That-Out-Performs-Stocks---Mutual-Funds-With-Lower-Risk/73393 Mutual fund is a risk sharing investment portfolio, it provides you a medium of investing your money into a high earning stock & bond market while automatically diversify your investment to reduce your risk. Hence mutual fund can be your alternative of investment portfolio that will give you higher reward and lower risk. http://www.upublish.info/Article/Mutual-Fund-As-Your-Alternative-Investment-Portfolio/63201 Mon, 05 Feb 2007 00:00:00 -0500 http://www.upublish.info/Article/Mutual-Fund-As-Your-Alternative-Investment-Portfolio/63201 An IRA is an Individual Retirement Account, which provides either a tax-deferred or a tax-free way of saving for future retirement. http://www.upublish.info/Article/Understanding-The-Concept-Of-An-IRA/58217 Sun, 24 Dec 2006 00:00:00 -0500 http://www.upublish.info/Article/Understanding-The-Concept-Of-An-IRA/58217 In a Mutual Fund, the fund manager trades the fund's underlying securities, realizing their capital gains or loss, and collects the dividend or say the interest income. http://www.upublish.info/Article/What-is-a-Mutual-Fund-/57627 Tue, 19 Dec 2006 00:00:00 -0500 http://www.upublish.info/Article/What-is-a-Mutual-Fund-/57627 The Roth IRA is particularly useful for hands-on investors and the self-employed, but almost everyone can benefit from opening and fully-funding a Roth IRA. http://www.upublish.info/Article/The-Roth-IRA---A-True-Highlight-of-the--Ownership-Society-/56341 Fri, 08 Dec 2006 00:00:00 -0500 http://www.upublish.info/Article/The-Roth-IRA---A-True-Highlight-of-the--Ownership-Society-/56341 Mutual funds are good options for American investors to meet their financial goals. These funds offer professional management and diversification of the funds invested. Mutual funds assets in 1990-2000 rose from 1.065 trillion to a whooping 6.965 trillion dollars. http://www.upublish.info/Article/How-Mutual-Funds-Work/54579 Wed, 22 Nov 2006 00:00:00 -0500 http://www.upublish.info/Article/How-Mutual-Funds-Work/54579 In order to get the most out of your returns, without paying a high fee, you need to be aware of the different classes of mutual fund stocks and their advantages and disadvantages. http://www.upublish.info/Article/The-Basics-Of-Mutual-Fund-Classes/53439 Sun, 12 Nov 2006 00:00:00 -0500 http://www.upublish.info/Article/The-Basics-Of-Mutual-Fund-Classes/53439