There are many differences between ETF’s and mutual funds. In their purest form, they are both baskets of stocks. But the similarities seem to fade quickly beyond that. We will cover the difference between exchange-traded funds and mutual funds, when it comes to the following areas: Structure Placing Orders Visibility Costs to Own Potential tax… [Read More] Differences Between Mutual Funds and ETF’s
1:21 – I bought this mutual fund because the manager had a good track record. Is this a good enough reason to stick with it? Click here for the transcription of this video
Mullooly Asset Show Episode 8 1:25 – Peer to Peer lending 4:25 – Aggressive investing 7:17 – Why a technology based fund may not have performed well this year Here is the link to the transcript for this video
What are 12b1 Fees Have you heard of 12b-1 fees before? If you invest in mutual funds, I hope you have. You’ll find these fees on a fund prospectus or a website like Morningstar. In this week’s video, Tim shares the basics on 12b-1 fees. 12b-1 fees draw their name from the section of the… [Read More] What are 12b-1 Fees?
Mutual Fund Class C Shares We’ve already covered class A and class B shares of mutual funds, so in this video I explain what mutual fund class C shares are. Again, I cannot stress the importance of understanding these different share classes enough. Too many investors get themselves into trouble by not knowing what they… [Read More] What are Mutual Fund Class C Shares?
Mutual Fund Class B Shares Tim recently covered what mutual fund A shares are, so if you missed that video, I encourage you to check it out! As noted there, mutual funds have different share classes. It’s very important that investors understand these different classes and the potential implications of investment. Mutual fund class B… [Read More] What are Mutual Fund Class B Shares?