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Mutual Fund Investing Basics – A Brief Overview Of Mutual Funds

Introduction     We are about to embark on yet another part of your investing journey here at Invest In Wall Street – that being Mutual Funds & ETFs. I know that many of you have at least heard about them once are twice – as they are often brought up on occasion, especially if…

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Mutual Fund Investing 101 – Intermediate Level Mutual Fund Investing

Introduction     In the previous lesson, we discussed the very basics of mutual funds, how they work, and what they can offer you as the investor. In this lesson we will be kicking it up a notch as we will divulge much further and introducing more terms and topics in this lesson dubbed Mutual…

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Characteristics Of Mutual Funds – Mutual Fund Analysis

Introduction     There are thousands of mutual funds available to investors today, from funds that invest in remote countries, to funds that focus on commodities and everything in between. Chances are that if you can dream up an investment strategy, there’s probably a mutual fund already doing it. All these choices can be overwhelming,…

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Fees Of Mutual Funds – Mutual Funds According To Cost

Introduction     The number of bond and equity mutual funds have grown dramatically over the last decade. Mutual funds are popular because they can provide investors with benefits such as diversification, liquidity, and professional management. For some investors, having so many choices makes investing in mutual funds an overwhelming experience. However, the decision becomes…

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Factors That Reduce Returns On Investments – Get More Bang For Your Buck

Introduction     Investing, as you can already tell, can involve a lot of capital that is essentially tied in various financial assets. The goal as it is for everyone is basically the same: They want to make more money – everyone does after all. But, there may be tiny, minuscule details that investors tend…

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Managing Your Own Investment Portfolio – Learn To Take The Wheel

Introduction     Here’s an example of how many investors first experience the market. An investor seeks out the help of a professional money manager. They give their hard-earned money to investment professionals whose expertise they trust. The investor pays the financial professionals a fee, and in return, expect good results. However, their results aren’t…

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Index Tracking Funds – The Fund That “Smiles Back”

Introduction     Funds that track a market index, such as the S&P 500, are known as index funds. Index funds include both index mutual funds and index exchange-traded funds, or ETFs. These funds typically use a passive investing strategy, which means their objective is to deliver returns similar to an index of investments. However,…

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Target Date Mutual Funds – The “Bullseye” Fund

Introduction     We’ve already covered the basics of mutual funds, what they entail, the types of mutual funds and their classifications – but what about how they control asset allocation? What if there were a way investors can automatically manage their asset allocations – and more importantly, help achieve their investing goals within a…

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What Are Balanced Funds? – The “Variety Pack” Fund

Introduction     Most commonly, funds invest in a single asset class. For example, equity funds invest in a variety of stocks, and fixed income funds invest in a variety of bonds. A balanced fund is different in that it invests in multiple asset classes. Most balanced funds invest in stocks, and money markets. The…

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What Are Specialty Funds? – The “Uncharacteristic” Mutual Fund

Introduction     The most basic types of funds invest in a single asset class, such as stocks, bonds, or money markets. While other fund types such as balance, asset allocation (funds that invest in a single asset class), and target date combine multiple asset classes in a single portfolio. In addition to these, investors…

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