Saturday, December 14, 2013 1.0 Welcome to MutualFundAlliance.com's Guide to Mutual Fund Investing By Editor @ 3:04 PM :: 1897 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... Read More..

Friday, December 13, 2013 10-Yr % Ann Return By Editor @ 8:34 AM :: 2706 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 ... Read More..

Friday, December 13, 2013 12-Mo % Return By Editor @ 8:35 AM :: 2727 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 :: 1399 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 :: 2624 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 :: 1977 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... Read More..

Thursday, December 12, 2013 2.1 Stocks By Editor @ 8:50 PM :: 2184 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... Read More..

Thursday, December 12, 2013 2.2 Bonds By Editor @ 9:00 PM :: 2390 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... Read More..

Thursday, December 12, 2013 2.3 Mutual Funds By Editor @ 9:03 PM :: 1932 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... Read More..

Thursday, December 12, 2013 2.4 Derivative Securities By Editor @ 9:04 PM :: 1890 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... Read More..

Thursday, December 12, 2013 2.5 Real World Economics By Editor @ 9:06 PM :: 4175 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... Read More..

Thursday, December 12, 2013 2.6 Returns By Editor @ 9:08 PM :: 1923 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 ... Read More..

Thursday, December 12, 2013 3.0 Mutual Funds By Editor @ 9:13 PM :: 1959 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... Read More..

Thursday, December 12, 2013 3.1 Type of Funds By Editor @ 9:14 PM :: 1885 Views :: 3.0 Mutual Funds There are two basic types of mutual funds: ·         Open-End Funds ·    ... Read More..

Thursday, December 12, 2013 3.2 Investment Styles By Editor @ 9:15 PM :: 2068 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... Read More..

Thursday, December 12, 2013 3.4 Fee Structure By Editor @ 9:20 PM :: 1910 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... Read More..

Thursday, December 12, 2013 3.5 Risks By Editor @ 9:22 PM :: 1936 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... Read More..

Thursday, December 12, 2013 3.6 Active Management Versus Indexing By Editor @ 9:25 PM :: 2064 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... Read More..

Thursday, December 12, 2013 3.7 Year-End Distributions By Editor @ 9:26 PM :: 2053 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... Read More..

Friday, December 13, 2013 3-Mo % Return By Editor @ 8:37 AM :: 1350 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 :: 2703 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 ... Read More..

Friday, December 13, 2013 3-Yr % Ann Ret By Editor @ 8:37 AM :: 2577 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... Read More..

Friday, December 13, 2013 3-Yr Std Dev By Editor @ 8:39 AM :: 2596 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 :: 1887 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... Read More..

Friday, December 13, 2013 4.1 Gathering Accurate Up-To-Date Data By Editor @ 8:09 AM :: 1956 Views :: 4.0 Mutual Fund Selection In the age of the internet, there are many sources of quality data. These data includes: ·         Mu... Read More..

Friday, December 13, 2013 4.2 Assessing the near and medium-term market outlook By Editor @ 8:11 AM :: 1858 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... Read More..

Friday, December 13, 2013 4.3 Mutual Fund Selection Approaches By Editor @ 8:12 AM :: 2104 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... Read More..

Friday, December 13, 2013 4.4 Creating a Mutual Fund Selection Approach that is Right for You By Editor @ 8:15 AM :: 1825 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... Read More..

Friday, December 13, 2013 5.0 Creating an Investment Portfolio By Editor @ 8:16 AM :: 1901 Views :: 5.0 Creating an Investment Portfolio There are two distinctly separate aspects of investing in mutual funds: ·         The Risk versus ret... Read More..

Saturday, December 14, 2013 5.1 Risk Versus Return Tradeoff By Editor @ 10:33 AM :: 1933 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, ... Read More..

Friday, December 13, 2013 5.2 Building an "Efficient" Portfolio By Editor @ 8:17 AM :: 2004 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, ... Read More..

Friday, December 13, 2013 5.3 Asset Allocation By Editor @ 8:19 AM :: 2099 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... Read More..

Friday, December 13, 2013 5-Yr % Ann Ret By Editor @ 8:40 AM :: 2651 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... Read More..

Friday, December 13, 2013 6.0 Buying Mutual Funds By Editor @ 8:21 AM :: 1785 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 ... Read More..

Friday, December 13, 2013 6.1 Fund Prospectus By Editor @ 8:22 AM :: 1877 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... Read More..

Friday, December 13, 2013 6.2 Sales Charges By Editor @ 8:23 AM :: 1885 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... Read More..

Friday, December 13, 2013 6.3 Short-Term Trading Penalties By Editor @ 8:23 AM :: 1856 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... Read More..

Friday, December 13, 2013 6.4 Online Purchases By Editor @ 8:24 AM :: 2148 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... Read More..

Friday, December 13, 2013 6.5 Account Types By Editor @ 8:25 AM :: 1975 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... Read More..

Friday, December 13, 2013 7.0 Monitoring Your Investment Portfolio By Editor @ 8:26 AM :: 1837 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... Read More..

Friday, December 13, 2013 7.1 Monitoring your mutual fund account online By Editor @ 8:27 AM :: 2153 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... Read More..

Friday, December 13, 2013 7.2 Creating a web-based portfolio By Editor @ 8:28 AM :: 1958 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... Read More..

Friday, December 13, 2013 Advanced Finance By Editor @ 8:40 AM :: 1264 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... Read More..

Friday, December 13, 2013 Alpha By Editor @ 8:41 AM :: 2558 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... Read More..

Friday, December 13, 2013 Alpha Equation By Editor @ 8:41 AM :: 1305 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... Read More..

Friday, December 13, 2013 Balanced Funds By Editor @ 8:42 AM :: 1283 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... Read More..

Friday, December 13, 2013 Beta Equation By Editor @ 8:43 AM :: 1248 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... Read More..

Friday, December 13, 2013 Book Reviews By Editor @ 8:43 AM :: 1264 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... Read More..

Friday, December 13, 2013 Commentary By Editor @ 8:44 AM :: 1276 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... Read More..

Friday, December 13, 2013 Finance Basics By Editor @ 8:44 AM :: 1316 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... Read More..

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