To be used for any questions on mutual funds. For index based funds question the Index-fund tag should be used.

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7
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1answer
197 views

How do I find quality Wind power / renewable energy mutual funds?

I am thinking about investing in the renewable energy sector (there should be growth potential, right??), and have heard of a few specific stocks like Vestas wind energy. Since I am just beginning to ...
4
votes
1answer
134 views

Taxes for resident alien investing in mutual funds and money market funds?

As a resident alien working in the US, what kinds of taxes will I be liable for when investing in mutual funds and money market funds? Some funds are federal, state, or municipal tax-exempt, will ...
2
votes
1answer
3k views

How to understand “7-Day Yield” of a Money Market Fund?

FIDELITY MUNICIPAL MONEY MARKET (FTEXX) has a 7-Day Yield of 0.01%. I was wondering what 7-Day Yield means and how it is calculated. I am also wondering if it would be better to buy a T-bill with ...
3
votes
1answer
214 views

How do I minimize Federal, State, and Municipal tax due from money market funds or bond mutual funds?

I was looking into money market funds and bond mutual funds for some relatively stable investments. Before I make decisions, though, can someone explain under what circumstances would I need to pay ...
6
votes
2answers
2k views

Where can one find intraday prices for mutual funds?

Where can I find intraday prices of a mutual fund? (Mine are Oppenheimer funds.)
7
votes
3answers
214 views

Should I manage my asset allocation by style or market cap?

There are some sources (eg. The Complete Idiot's Guide to Making Money with Mutual Funds) that suggest a portfolio based on style (eg. value, blend, growth) such as 30% growth mutual funds 30% value ...
2
votes
3answers
96 views

What are a few sites that make it easy to invest in high interest rate mutual funds?

What are a few sites that make it easy to invest in high interest rate mutual funds? (12%+)
2
votes
1answer
127 views

Lost original prospectus for a Canadian mutual fund I bought. Where can I find another copy?

I had purchased a Canadian Labour Sponsored Investment Fund (LSIF) back in 2001 – a terrible, terrible idea, and I've learned my lesson well since then. The underlying investments were awful, ...
8
votes
1answer
120 views

What is a “closed-end fund”? How is a closed-end fund different from a typical mutual fund?

I recently ran across the term "closed-end fund", but the author didn't explain what it was. What is a "closed-end" fund vs a typical mutual fund, and are there advantagets/disadvantages to each?
4
votes
2answers
203 views

What expenses do 401k funds charge?

What expenses do 401k funds charge? For example, do they charge front-end or back-end loads (commission when buying or selling funds)? Also how do I find out if the 401k administrator charges a fee?
6
votes
4answers
1k views

In India, what is the difference between Dividend and Growth mutual fund types?

I've always seen a mutual fund with two types (specifically pointing to Indian mutual funds) that are XYZ - Dividend/XYZ - Growth mutual fund? What exactly they mean here? Which is the best to buy?
10
votes
2answers
866 views

How do I get into the over-the-counter derivatives gravy train

Some philosopher, or banker once said: "If you can't fight them, join them". After reading Matt Taibbi's last two pieces on Rolling Stone on how banks have obtained certain rights to sell hot air ...
5
votes
1answer
382 views

Why should I avoid mutual funds as an investment?

I've heard in passing when discussing investments, "oh, you're crazy to invest in mutual funds". I didn't want to seem like I didn't understand at the time. What are the downsides of investing in ...
4
votes
6answers
213 views

Super-generic mutual fund type

I have 20k in my emergency fund, which is about twice what I planned having in there. I think I can safely invest half of that in something better than the ING savings account it's currently in. I ...
5
votes
4answers
229 views

Simple and safe way to manage a lot of cash

I have an older relative that I am going to help in managing their money. His income is fine to live on. In terms of assets, he has about $250k in a variety of separate CDs, stocks, checking ...
5
votes
3answers
181 views

Why are ETF MERs lower than mutual fund MERs?

Why are exchange traded fund (ETF) management expense ratios (MERs) lower than mutual fund MERs?
4
votes
1answer
2k views

What are good Monthly Income Funds? [Canada]

I would like to invest $100000 cash in a monthly income generating mutual fund which is low risk - I read that some pay div , interest and return of capital. Can I have the names of three funds that ...
8
votes
1answer
169 views

Why are index funds called index funds?

Why are index funds called index funds?
14
votes
3answers
869 views

Regular contribution threshold for ETF vs Index Mutual Fund?

I've seen enough info out there comparing lump-sum investments into ETFs vs mutual funds with respect to broker commissions in the case of ETFs, and the discrepancy between MERs between the two. In ...
14
votes
1answer
435 views

What are the important differences between mutual funds and Exchange Traded Funds (ETFs)?

I've been considering, but haven't committed myself yet to investing in Exchange Traded Funds (ETFs), but have to admit that I don't yet fully understand the use-case for them. What factors are ...
12
votes
3answers
498 views

Should I “hedge” my IRA portfolio with a life cycle / target date mutual fund?

I'm fully contributing to my Roth IRA every year into a brokerage account that is 100% in mutual funds. I've done basic mutual fund research and picked about 5 different funds that match what would ...
7
votes
3answers
414 views

Should I buy individual bonds for my retirement portfolio, or stick to funds/ETFs?

To avoid the fees on bond mutual funds or exchange traded funds I have been thinking of buying actual bonds inside of my retirement portfolio. Does that make sense or are there drawbacks to consider?
5
votes
1answer
720 views

Are TD e-Series Funds worthwhile, or am I better off with ETFs? Why or why not?

I'm looking at e-Series funds offered by TD. They have low MERs and seem to offer a good low cost alternative to traditional mutual funds. What do you guys think? Am I better off with ETFs? Why ...
4
votes
2answers
245 views

How much does it cost to buy mutual funds? Where can I find about about the charges?

Regarding investing in mutual funds: How much does it cost to buy mutual funds? Where can I find about about the charges?