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Better Investing Online Mutual Fund Tools

Better Investing Online Mutual Fund Tools. Allen Holdsworth BIVA Board Director Illowa Buy States Chapter Director MAD Investment Club. Disclaimer.

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Better Investing Online Mutual Fund Tools

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  1. Better Investing Online Mutual Fund Tools Allen Holdsworth BIVA Board Director Illowa Buy States Chapter Director MAD Investment Club

  2. Disclaimer • The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced.

  3. Allen Holdsworth • MAD Investment Club 15 years • Illowa Chapter director 14 years • BIVA Board director 5 years • Teach 16 week “Personal Investing” class at local community college • Broker and Financial Planner 7 years • Retired- Life is good!!! 3

  4. Personal Story • One lady said she was not worried about the stock market. She did not own any stocks • She was in mutual funds!?!? • There are a LOT of people out there who need help!! 4

  5. Mutual Funds • Past performance • Performance vs. index • Fees • Turnover ratio • Manager tenure • Number of holdings • Style of investing 5

  6. Types of Funds • Diversify by types of funds • Large cap • Mid cap • Small cap • Foreign • Bonds 6

  7. Be Diversified! • One example MIGHT be: • 20% large cap • 20% mid cap • 20% small cap • 20% international • 20% bond funds • Depends on goals and time frame! 7

  8. Index Funds • Index Funds • Passive vs. active management • Lower costs • Roughly 80% of mutual funds underperform their index • Index for every type of investing 8

  9. Have a Plan • You need to have a plan before choosing which funds to buy • How old are you? • How long till you retire? • How will you use the money in their accounts? • You need to think about these things before choosing funds 9

  10. BI Online Mutual Fund Tools • BetterInvesting has a very good set of tools for studying mutual funds • There are several parts to these tools • We will look at each part 10

  11. Online Tools 11

  12. Online Tools 12

  13. Online Tools 13

  14. Online Tools 14

  15. Ariel Fund ARGFX 15

  16. 16

  17. 17

  18. 18

  19. 19

  20. 20

  21. Online Tools 21

  22. Trend Report 22

  23. Trend Report 23

  24. Online Tools 24

  25. 25

  26. Mutual Fund Screening 26

  27. Screening Results 27

  28. 28

  29. 29

  30. Online Tools 30

  31. 31

  32. 32

  33. BI Mutual Fund Tools • Excellent source of information is the BI Mutual Fund Handbook • Mutual Funds for Dummies 33

  34. QUESTIONS?

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