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Results tagged with mutual-funds
Search options questions only
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user 1480
To be used for any questions on mutual funds. For index based funds question the Index-fund tag should be used.
7
votes
3
answers
579
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 …
- 1,141
6
votes
3
answers
1k
views
Is the minimum investment the same as minimum balance for a mutual fund?
If my mutual fund's minimum investment is $10K, does that mean I can sell shares after a year and fall below $10K without penalty?
- 1,141
2
votes
2
answers
807
views
Any tips for asset allocation across multiple retirement accounts?
My family has 4 brokerage accounts: 1 traditional IRA & 1 Roth for both my wife and me. I would like to do a single asset allocation (such as the one below) across the 4 accounts? Is this a good strat …
- 1,141
7
votes
1
answer
3k
views
Do net returns on mutual funds include expense ratio?
I'm considering an actively managed bond fund (DODIX) versus an similar index fund (VBMFX). Both are high quality intermediate funds. The 10-year return of DODIX (exp ratio 0.43%) is 0.86% higher than …
- 1,141
2
votes
1
answer
241
views
What is the best way to balance my asset allocation with world allocation (aka "Go Anywhere"...
I purchased a couple of "world allocation" (aka "Go Anywhere") mutual funds. When I plugged one of them (FAIRX) into Morningstar and it showed up as a "large blend" fund. So I figured I could categori …
- 1,141
6
votes
4
answers
737
views
How can I tell if a mutual fund is inflated?
To reach a prudent asset allocation, I need to add a small cap mutual fund to my portfolio. I'm a little concerned that I am "buying high" because all the small cap funds I'm considering (below) have …
- 1,141
2
votes
1
answer
26k
views
Is it possible to manage my multiple accounts and my wife's multiple accounts as a single po...
Is it possible to manage my multiple accounts and my wife's multiple accounts as a single portfolio with TD Ameritrade's online tools? I would like to do easy asset allocation across all those account …
- 1,141
5
votes
1
answer
108
views
Should I have be worrying about selling a mutual fund before keeping it 1 year in an IRA acc...
I am considering selling a mutual fund in a Roth account that I have had for less than a year. Since Roth and traditional IRA accounts are tax sheltered and capital gains only apply when distribution …
- 1,141
1
vote
2
answers
599
views
Which brokers offer the largest selection of mutual funds?
I use Morningstar for mutual fund picks, but my broker (Merril Lynch) does not offer many of them. It's a pain because sometimes they don't offer good fund alternatives.
Is my only option to move to …
- 1,141