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Fund Investing
Not enough time to carefully research stocks and track your portfolio?  Why not hire a professional analyst to do it for you?  Mutual funds are your ticket to millions!  Mutual funds work by combining the money from many investors and then purchasing a large selection of securities with it.  These securities, stocks, bonds, etc. are purchased as per the type of fund and are managed by a team of professionals.
 
Currently, due to the economic reforms occuring there, Latin American stocks have been seeing a surge in popularity.  Funds that specialize in these stocks have been blessed with huge returns.  Regional/Single-country and Diversified Global funds have been doing well lately.  Large company value funds have always done well but current returns are only about half those of the Regional and Single-country funds.
 
Choosing a fund is an individual preference and should not be based on returns alone.  Due to current world conflicts it is recommended that you choose a global diversified fund with a history of solid returns, low expenses and without a large collection of stock from regions in conflict.  Be wary of Latin American funds that, even though hot right now, might take a large tumble if Hugo Chavez nationalizes and privitizes all companies in his country.
 Fund Type
1 yr
3 yr
5 yr
10 yr
20 yr
Regional &
Single Country
 37.0%  28.1%  21.9%  9.3%  8.5%
Diversified
International
 27.6  22.4  17.4  8.5  8.4
Large Company
Value
 21.0  13.6  11.6  8.2  10.6
Large Company
Blend
 19.5  11.7  10.3  6.9  10.3
Small & Midsized
Value
 18.8  14.5  14.1  11.1  11.8
Small & Midsized
Blend
 18.4  14.3  14.1  10.8  11.8
Sector
 17.9
 16.0  15.2  10.7  10.5
Small & Midsized
Growth
 17.8  12.5  12.5  8.5  9.7
Large Company
Growth
 17.2  9.2  8.9
5.5
 9.7
Hybrid  14.2  8.9  8.5  6.5  9.0
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Basics
      What are mutual funds?
    
 
Advanced
      Rule of 72
      Dollar Cost Averaging
      Interest / Capital Gains / Dividends
      Expense Ratio
      Make Your Own Mutual Fund.
Home
 
Fund Contact Information
 
Fund Types
 
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The Prophet says, "Just because a fund has a great return now doesn't mean that it always will.  Review your fund regularly."
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