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MutualFundAlpha.com
  • Home
  • Library and Tools
    • Introduction to Library
    • Mutual Fund Investing Guide
  • Membership
    • Subscribe
    • Contact us
  • Fund Ratings
    • Fidelity
    • Fidelity 401k
    • Vanguard
    • Vanguard 401k
  • News & Outlook
    • MFA Outlook
    • Market Outlook
    • Fidelity News
    • Vanguard News
    • Other Fund News
  • test_iframe
    • tear sheet
Library & Tools
Saturday, December 14, 2013
1.0 Welcome to MutualFundAlliance.com's Guide to Mutual Fund Investing
By Editor @ 3:04 PM :: 1034 Views :: 1.0 Introduction
There are literally thousands of books on investing and investing in mutual funds. In fact, a quick search on the online bookseller Amazon.com illustr...
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Friday, December 13, 2013
10-Yr % Ann Return
By Editor @ 8:34 AM :: 1445 Views :: 8.0 Investor Glossary
The 10-Year annual rate of return that when compounded annually over 10 years generates the same 10-year return as actually occurred over the 10-year ...
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Friday, December 13, 2013
12-Mo % Return
By Editor @ 8:35 AM :: 1424 Views :: 8.0 Investor Glossary
The 12-Month change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.
Friday, December 13, 2013
1-Day % Return
By Editor @ 8:35 AM :: 751 Views :: 8.0 Investor Glossary
The 1-day change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.
Friday, December 13, 2013
1-Mo % Return
By Editor @ 8:36 AM :: 1425 Views :: 8.0 Investor Glossary
The 1-Month change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.
Thursday, December 12, 2013
2.0 Investment Basics
By Editor @ 9:11 PM :: 1089 Views :: 2.0 Investment Basics
To begin our discussion of mutual funds, we will briefly cover the fundamental investment concepts you will need to know to better understand mutual f...
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Thursday, December 12, 2013
2.1 Stocks
By Editor @ 8:50 PM :: 1227 Views :: 2.0 Investment Basics
Stock in a company represents the ownership of a corporation indicated by shares of the company, which represent a piece of the corporation's assets a...
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Thursday, December 12, 2013
2.2 Bonds
By Editor @ 9:00 PM :: 1293 Views :: 2.0 Investment Basics
A bond is an agreement between the lender (investor) and the borrower (issuer). In return for use of up-front cash, the issuer promises to make specif...
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Thursday, December 12, 2013
2.3 Mutual Funds
By Editor @ 9:03 PM :: 1054 Views :: 2.0 Investment Basics
At its most basic level, a mutual fund is a vehicle that holds other investments. A mutual fund pools money from many investors and purchases differen...
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Thursday, December 12, 2013
2.4 Derivative Securities
By Editor @ 9:04 PM :: 1036 Views :: 2.0 Investment Basics
Investing reaches far beyond basic stocks, bonds, and mutual funds. There are many complex investment products designed to suit the needs and wants of...
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Thursday, December 12, 2013
2.5 Real World Economics
By Editor @ 9:06 PM :: 1097 Views :: 2.0 Investment Basics
As an investor, you should be following the United States and world economic activity. You will find that the overall economy has a direct impact on y...
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Thursday, December 12, 2013
2.6 Returns
By Editor @ 9:08 PM :: 1061 Views :: 2.0 Investment Basics
In analyzing your portfolio, there are many ways your portfolio makes an income and increases in value. In the sections below, we discuss each of the ...
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Thursday, December 12, 2013
3.0 Mutual Funds
By Editor @ 9:13 PM :: 1025 Views :: 3.0 Mutual Funds
With thousands of mutual funds from which to choose, which ones are the right ones for you? What are the characteristics of a mutual fund worth invest...
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Thursday, December 12, 2013
3.1 Type of Funds
By Editor @ 9:14 PM :: 1040 Views :: 3.0 Mutual Funds
There are two basic types of mutual funds: ·         Open-End Funds ·    ...
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Thursday, December 12, 2013
3.2 Investment Styles
By Editor @ 9:15 PM :: 1084 Views :: 3.0 Mutual Funds
Each mutual fund has an investment style that the mutual fund is required to outline in the fund’s prospectus, and often reflected in the fund&r...
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Thursday, December 12, 2013
3.4 Fee Structure
By Editor @ 9:20 PM :: 1024 Views :: 3.0 Mutual Funds
As we’ve learned, Mutual funds are great ways to diversify risk and make money. However, the fees charged on mutual funds are often difficult to...
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Thursday, December 12, 2013
3.5 Risks
By Editor @ 9:22 PM :: 1031 Views :: 3.0 Mutual Funds
As with any investment, mutual funds come with some caveats, and you should understand those before you invest. No guarantees Potential fo...
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Thursday, December 12, 2013
3.6 Active Management Versus Indexing
By Editor @ 9:25 PM :: 1048 Views :: 3.0 Mutual Funds
In the world of mutual fund investing, there has been a debate raging on for the past two decades – active management versus indexing. As we des...
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Thursday, December 12, 2013
3.7 Year-End Distributions
By Editor @ 9:26 PM :: 1122 Views :: 3.0 Mutual Funds
All mutual funds are required to make periodic distributions of their capital gains and income in order to avoid paying taxes. Depending on how well y...
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Friday, December 13, 2013
3-Mo % Return
By Editor @ 8:37 AM :: 705 Views :: 8.0 Investor Glossary
The 3-Month change in the value of a portfolio over an evaluation period, including any distributions made from the portfolio during that period.
Friday, December 13, 2013
3-Year Beta
By Editor @ 8:38 AM :: 1394 Views :: 8.0 Investor Glossary
The measure of an asset's risk in relation to the market (for example, the S&P500) or to an alternative benchmark or factors. Roughly speaking, a ...
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Friday, December 13, 2013
3-Yr % Ann Ret
By Editor @ 8:37 AM :: 1363 Views :: 8.0 Investor Glossary
The 3-Year annual rate of return that when compounded annually over 3 years generates the same 3-year return as actually occurred over the 3-year peri...
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Friday, December 13, 2013
3-Yr Std Dev
By Editor @ 8:39 AM :: 1395 Views :: 8.0 Investor Glossary
The square root of the variance. A measure of dispersion of a set of data from its mean.
Friday, December 13, 2013
4.0 Fund Selection
By Editor @ 8:08 AM :: 1002 Views :: 4.0 Mutual Fund Selection
Although asset allocation is an extremely important part of mutual fund investing, fund selection is also important. There are likely as many fund sel...
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Friday, December 13, 2013
4.1 Gathering Accurate Up-To-Date Data
By Editor @ 8:09 AM :: 1018 Views :: 4.0 Mutual Fund Selection
In the age of the internet, there are many sources of quality data. These data includes: ·         Mu...
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Friday, December 13, 2013
4.2 Assessing the near and medium-term market outlook
By Editor @ 8:11 AM :: 991 Views :: 4.0 Mutual Fund Selection
The near and medium-term market outlook is critical in both the asset allocation decisions as well as the fund selection decisions. For example, if yo...
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Friday, December 13, 2013
4.3 Mutual Fund Selection Approaches
By Editor @ 8:12 AM :: 1079 Views :: 4.0 Mutual Fund Selection
Although there are likely as many mutual fund selection approaches as there are investors, for this discussion, we have divided the most common approa...
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Friday, December 13, 2013
4.4 Creating a Mutual Fund Selection Approach that is Right for You
By Editor @ 8:15 AM :: 992 Views :: 4.0 Mutual Fund Selection
In talking to thousands of investors each year, there are nearly as many ways to choose mutual funds as there are investors choosing mutual funds. The...
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Friday, December 13, 2013
5.0 Creating an Investment Portfolio
By Editor @ 8:16 AM :: 1033 Views :: 5.0 Creating an Investment Portfolio
There are two distinctly separate aspects of investing in mutual funds: ·         The Risk versus ret...
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Saturday, December 14, 2013
5.1 Risk Versus Return Tradeoff
By Editor @ 10:33 AM :: 1010 Views :: 5.0 Creating an Investment Portfolio
Investment vehicles vary in terms of risk, from the safer money market securities to the highly volatile futures and commodity offerings. In general, ...
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Friday, December 13, 2013
5.2 Building an "Efficient" Portfolio
By Editor @ 8:17 AM :: 1064 Views :: 5.0 Creating an Investment Portfolio
Investment vehicles vary in terms of risk, from the safer money market securities to the highly volatile futures and commodity offerings. In general, ...
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Friday, December 13, 2013
5.3 Asset Allocation
By Editor @ 8:19 AM :: 1045 Views :: 5.0 Creating an Investment Portfolio
Asset allocation is simply the way you allocate the many asset classes within your portfolio. These asset classes include the MutualFundAlliance.com M...
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Friday, December 13, 2013
5-Yr % Ann Ret
By Editor @ 8:40 AM :: 1423 Views :: 8.0 Investor Glossary
The 5-Year annual rate of return that when compounded annually over 5 years generates the same 5-year return as actually occurred over the 5-year peri...
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Friday, December 13, 2013
6.0 Buying Mutual Funds
By Editor @ 8:21 AM :: 974 Views :: 6.0 Buying Mutual Funds
Once you have learned about your investment options, analyzed in which mutual funds you should invest, and determined how they fit into your personal ...
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Friday, December 13, 2013
6.1 Fund Prospectus
By Editor @ 8:22 AM :: 981 Views :: 6.0 Buying Mutual Funds
When you purchase shares of a mutual fund, the fund must provide you with a prospectus. But you can-and should-request and read a fund's prospectus be...
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Friday, December 13, 2013
6.2 Sales Charges
By Editor @ 8:23 AM :: 975 Views :: 6.0 Buying Mutual Funds
In Chapter 3, we describe in detail all of the fees pertaining to mutual funds. A fee that comes in to play when purchasing a fund is the Sales Charge...
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Friday, December 13, 2013
6.3 Short-Term Trading Penalties
By Editor @ 8:23 AM :: 977 Views :: 6.0 Buying Mutual Funds
Mutual fund companies try to discourage short-term trading in mutual funds. To discourage investors from this practice, fund companies apply a short-t...
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Friday, December 13, 2013
6.4 Online Purchases
By Editor @ 8:24 AM :: 1176 Views :: 6.0 Buying Mutual Funds
It has become increasingly easy to purchase mutual funds as the internet becomes more pervasive. If you already have an online brokerage account set u...
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Friday, December 13, 2013
6.5 Account Types
By Editor @ 8:25 AM :: 1034 Views :: 6.0 Buying Mutual Funds
In investing in mutual funds, there are many types of accounts through which you can invest. The typical type of accounts that are used by investors i...
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Friday, December 13, 2013
7.0 Monitoring Your Investment Portfolio
By Editor @ 8:26 AM :: 967 Views :: 7.0 Monitoring Your Investment Portfolio
Once you have established your portfolio, it is important to monitor your portfolio on a regular basis. This is not to say that you should necessarily...
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Friday, December 13, 2013
7.1 Monitoring your mutual fund account online
By Editor @ 8:27 AM :: 1256 Views :: 7.0 Monitoring Your Investment Portfolio
The easiest, and often the most accurate, way to monitor your investment portfolio is to monitor it directly through your brokerage account. As descri...
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Friday, December 13, 2013
7.2 Creating a web-based portfolio
By Editor @ 8:28 AM :: 1084 Views :: 7.0 Monitoring Your Investment Portfolio
In addition to monitoring your portfolio directly within your brokerage account, there are other tools available on the internet to help you monitor y...
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Friday, December 13, 2013
Advanced Finance
By Editor @ 8:40 AM :: 636 Views :: 8.0 Investor Glossary
The MutualFundAlliance.com has compiled a series of both original and sourced material that we feel is must-read material for investors on Advanced Fi...
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Friday, December 13, 2013
Alpha
By Editor @ 8:41 AM :: 1333 Views :: 8.0 Investor Glossary
Measure of risk-adjusted performance. An alpha is usually generated by regressing the security or mutual fund's excess return on the S&P 500 exces...
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Friday, December 13, 2013
Alpha Equation
By Editor @ 8:41 AM :: 632 Views :: 8.0 Investor Glossary
Regression usually run over 36-60 months of data: Return-Treasury bill= alpha + beta (S&P 500 - Treasury bill) + error. The alpha is the intercept...
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Friday, December 13, 2013
Balanced Funds
By Editor @ 8:42 AM :: 626 Views :: 8.0 Investor Glossary
Balanced funds typically have an objective of investing in a mixture of growth stocks, dividend paying stocks, and/or bonds. Balanced funds are also s...
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Friday, December 13, 2013
Beta Equation
By Editor @ 8:43 AM :: 622 Views :: 8.0 Investor Glossary
The market beta of a security is determined as follows: Regress excess returns of stock y on excess returns of the market. The slope coefficient is be...
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Friday, December 13, 2013
Book Reviews
By Editor @ 8:43 AM :: 636 Views :: 8.0 Investor Glossary
The MutualFundAlliance.com periodically reviews both new books and the classics on finance. These reviews are posted in the Investor library with link...
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Friday, December 13, 2013
Commentary
By Editor @ 8:44 AM :: 643 Views :: 8.0 Investor Glossary
To give The MutualFundAlliance.com Members multiple sources of market outlook and commentary, we continuously monitor other sources of market commenta...
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Friday, December 13, 2013
Finance Basics
By Editor @ 8:44 AM :: 645 Views :: 8.0 Investor Glossary
The MutualFundAlliance.com has compiled a series of both original and sourced material that we feel is must-read material for investors on Finance Bas...
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Library Contents
1.0 Introduction (1)
2.0 Investment Basics (7)
3.0 Mutual Funds (7)
4.0 Mutual Fund Selection (5)
5.0 Creating an Investment Portfolio (4)
6.0 Buying Mutual Funds (6)
7.0 Monitoring Your Investment Portfolio (3)
8.0 Investor Glossary (31)
9.0 Additional Online Resources (0)
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