Are mutual funds the best type of investment?
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What is a mutual fund?
What types of mutual funds are there?
How can I buy a mutual fund?
What is a loaded fund?
What is the difference between A, B and C shares?
What is a no load fund?
What is a 12b-1 fee?
What mutual fund fees are normal?
What else should I look for in mutual fund selection?
Can I just look at the number of stars a fund has in Morningstar?
What mistakes do people make when investing in mutual funds?
What are the types of mutual funds that I should be investing in?
Are mutual funds the best type of investment?
What is an asset class?
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David John Marotta
President, Marotta Wealth Management, Inc., Marotta Wealth Management, Inc.
434-244-0000
questions@emarotta.com
David John Marotta is the President of Marotta Wealth Management, a fee-only financial planning and asset management firm in Charlottesville, Virginia. He is an oft-quoted writer and speaker on financial matters and his weekly financial column can be found at www.eMarotta.com
Are mutual funds the best type of investment?
Host: Are mutual funds the best type of investments?
David Morotta: If you have very, very small amounts of money to invest, mutual funds are the best way to get started, you can buy them with no transaction fee and they will give you a good rate of return. If you have thousands of dollars to invest, you may want to consider exchange traded funds and if you have millions of dollars to invest, you may want to consider individual stocks.
So, there is a sort of a level and as you go up, the each item requires more things to buy it to diversify and there are increasing transaction costs, but the transaction cost are all set by the fact that you are investing large sums of money.
Transcripts
Host: Are mutual funds the best type of investments?
David Morotta: If you have very, very small amounts of money to invest, mutual funds are the best way to get started, you can buy them with no transaction fee and they will give you a good rate of return. If you have thousands of dollars to invest, you may want to consider exchange traded funds and if you have millions of dollars to invest, you may want to consider individual stocks.
So, there is a sort of a level and as you go up, the each item requires more things to buy it to diversify and there are increasing transaction costs, but the transaction cost are all set by the fact that you are investing large sums of money. It is better to pay that transaction that small transaction cost and to have a higher expense ratio going forward on your portfolio.
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Ways to save Money by jharna at 03/18/11 05:03AM Flag
Till 10 April it is wise not invest money in mutual funds. http://www.whatisguide.net/0311-ways-to-save-money.html
Mutual funds investment by syra at 10/15/10 01:06AM Flag
Yes mutual fund are one of the best type of fund because it provides several benefits to us. The mutual funds are relatively risk free in the way they invest and manage the funds.Mutual funds offer investors the opportunity to earn an income or build their wealth through professional management of their invertible funds. http://www.guidetoinvest.net/
Mutual funds investment by syra at 10/15/10 01:03AM Flag
Mutual funds offer investors the opportunity to earn an income or build their wealth through professional management of their investible funds. There are several aspects to such professional management viz. investing in line with the investment objective, investing based on adequate research, and ensuring that prudent investment processes are followed. The owner of a mutual fund unit gets a proportional share of the fund’s gains, losses, income and expenses.Mutual funds offer investors an oppo
Money Saving tips by Jehnavi at 08/31/10 10:34AM Flag
In a bull market, every fund has positive figures. It is the performance of a fund over last couple of years that should be taken into consideration. http://www.financemetrics.com/
Best mutual funds by Jehnavi at 06/21/10 10:28AM Flag
To pick best mutual funds, analyze the performance of each of them, and know how they performed in long term. In a bull market, every fund has positive figures. It is the performance of a fund over last couple of years that should be taken into consideration. http://www.financeandmarkets.net/best-mutual-funds.html
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