Analytics

Lost in the mutual funds maze? Try the FundScope Way

Manager Value-Added: a recipe for success

Mutual Fund Reports: new and updated

Tax-Smart Investing: Portfolio Diagnostics as a tax planning tool

Family Affairs: check out the sponsor before you buy the fund.

Outside the Box: If you read the articles featured in this section, you will never look at mutual funds the same way again.

Thinking Outside the Box

The mutual fund universe is full of myths, misnomers and misperceptions.   The key to success is to think outside the box and challenge the common wisdom.   This is how you shatter the myths and avoid the common errors.  Get a taste of what we mean by reading those articles.  You will never look at mutual funds the same way again.

 

Cost: looking at the big picture

Cost: have you looked at it from that angle?

Loads, fees and advisors: some frequently asked questions?

Read the future

Performance: a myth?

Does your manager engage in closet indexing?

Should you buy a balanced fund or a blend of equity and bond funds

Why size matters?

Is your fund consistent?