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

learn more… | top users | synonyms

5
votes
3answers
180 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
161 views

Why are index funds called index funds?

Why are index funds called index funds?
14
votes
3answers
845 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
425 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
487 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
409 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?
4
votes
1answer
702 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
244 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?