http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/ Helping a unique generation achieve financial independence. Fri, 19 Mar 2010 03:24:02 +0000 http://wordpress.org/?v=2.9.1 hourly 1 http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-92362 Mr. Khan Sun, 02 Nov 2008 08:10:10 +0000 http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-92362 What is the minimum should a first time investor, invest in mutual fund and why? What is the minimum should a first time investor, invest in mutual fund and why?

]]> http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-83795 How to Buy a Mutual Fund | 20Somethingfinance.com - Personal Finance Blog for Twenty Somethings and Beyond Fri, 22 Aug 2008 03:29:01 +0000 http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-83795 [...] like to know more about how to choose the right mutual funds, check out this guest post on how to eliminate mutual fund deadbeats from your portfolio (written for [...] [...] like to know more about how to choose the right mutual funds, check out this guest post on how to eliminate mutual fund deadbeats from your portfolio (written for [...]

]]> http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-72312 Economic Stimulus Checks, Day Jobs, and Allowances Wed, 30 Apr 2008 13:31:24 +0000 http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-72312 [...] How to Eliminate Mutual Fund Deadbeats from your Portfolio [...] [...] How to Eliminate Mutual Fund Deadbeats from your Portfolio [...]

]]> http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-72062 Life is Too Short for Monday Mornings - Personal Finance Review » Money Smart Life Mon, 28 Apr 2008 10:46:20 +0000 http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-72062 [...] How to Eliminate Mutual Fund Deadbeats from your Portfolio @ Gen X [...] [...] How to Eliminate Mutual Fund Deadbeats from your Portfolio @ Gen X [...]

]]> http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-72063 Life is Too Short for Monday Mornings - Personal Finance Review » Money Smart Life Mon, 28 Apr 2008 10:46:20 +0000 http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-72063 [...] How to Eliminate Mutual Fund Deadbeats from your Portfolio @ Gen X [...] [...] How to Eliminate Mutual Fund Deadbeats from your Portfolio @ Gen X [...]

]]> http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-71860 Trend Following Strategies Sat, 26 Apr 2008 17:45:44 +0000 http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-71860 Many mutual funds managers don't deserve their high management fees as they underperform the market. If one is not able to invest with the top performing managers, he will be better to invest in low fees ETFs. Many mutual funds managers don’t deserve their high management fees as they underperform the market. If one is not able to invest with the top performing managers, he will be better to invest in low fees ETFs.

]]> http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-71527 Steven Thu, 24 Apr 2008 12:07:13 +0000 http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-71527 Great post. Makes me want to take a second look at my 401K. Although my options are limited, I'm sure that I have a few laggards, and now I know what to look for. Great post. Makes me want to take a second look at my 401K. Although my options are limited, I’m sure that I have a few laggards, and now I know what to look for.

]]> http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-71504 The Personal Financier Thu, 24 Apr 2008 09:04:01 +0000 http://genxfinance.com/2008/04/23/how-to-eliminate-mutual-fund-deadbeats-from-your-portfolio/#comment-71504 I've recently wrote a post on how tell if your mutual fund is well managed. This post is very good but I fear it doesn’t stress enough the importance of benchmarking the fund against its category averages. Average returns are not enough. A more correct measure would be using a Sharp ratio which takes into account the risk taken to gain a certain return. This information is readily available and most people use returns to decide on a fund while neglecting the risks involved. Obviously the author is referring to this as well but I though the point is worth a comment. I’ve recently wrote a post on how tell if your mutual fund is well managed. This post is very good but I fear it doesn’t stress enough the importance of benchmarking the fund against its category averages. Average returns are not enough. A more correct measure would be using a Sharp ratio which takes into account the risk taken to gain a certain return. This information is readily available and most people use returns to decide on a fund while neglecting the risks involved. Obviously the author is referring to this as well but I though the point is worth a comment.

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