Posts tagged as:

mutual fund

7 Myths About S&P 500 Index Funds

by DR

The S&P 500 Index is arguably the best known and most followed index of publicly traded companies. There are hundreds of S&P 500 index funds and exchange traded funds to chose from if you want an investment that tracks the S&P 500 Index. Since they all track the same index, these mutual funds [...]

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My Investments and Online Income (June 2008)

by DR

June 2008 was a difficult month for the stock market. Along with the market, my investments were down significantly. For the year my investment portfolio is down about 10%. On the bright side, my online income held steady.

Here are all the details of both my investments and online income.

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The SEC proposes rules to simplify a mutual fund’s prospectus

by DR

A prospectus is the primary selling document for a mutual fund. Federal securities laws and regulations require mutual funds to distribute a prospectus to all current and prospective investors. A fund must update its prospectus at least once a year, and the content of a prospectus is dictated by federal law. If [...]

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WARNING: Converting an Index Fund to an ETF May Increase Your Wealth

by DR

Converting Mutual Fund to ETF
For the young investor, ETF’s can be a real tease. They tempt you with their low costs and tax efficiency, only to whack you with commissions when you go to buy them. For those making small, monthly investments, the commission costs alone put ETFs out of reach. It [...]

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Are Mutual Funds for the Poor?

by DR

The Wealth Report, a WSJ blog written by Robert Frank, recently posted an interesting article entitled How the Rich Invest. The upshot of the article is that the rich don’t invest in mutual funds or ETFs. A survey conducted by Prince & Associates, Inc. found that for those investing more than $20 million, [...]

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