7
Jun
2019
0
3 factors that make mutual funds special

3 factors that make mutual funds special

 

  1. Longevity

Mutual funds last and last and increase in value over time.

Many mutual funds display tried and true value when you read mutual fund reports. They have been around for decades and some of them are managed by people who have their own money in the fund. This is a plus because, “who wants to lose their own money”?

The oldest mutual fund was started in 1924. Two of the oldest mutual fund companies are Fidelity and Vanguard. Why is the age of the mutual funds important? It is tied to returns and risk. Mutual funds are rated as 1-year return, 3 years, 5 years, 10 years, and lifetime.

The longer a mutual fund has great returns the more money it will make and the lower the risk factor. If a short-term mutual fund has a great manager, it can also get good returns and have low risk. 

  1. The Research Reports

You know what you are getting with mutual funds because research reports are abundant and easy to read and clear.

There are many research reports where you can see how the mutual fund you are interested in has performed in 3 years, 5 years, 10 years, and for life.

To me, this is considered a wealth of information, and no one should ever purchase a mutual fund without reading the research reports for the fund. I can show you how to read these reports.

  1. Ease of Understanding

Mutual fund reports are easy to understand with just a little bit of effort.

If you are willing to do a little work and learn where to get mutual fund reports and how to read the mutual fund reports, you will greatly increase your chances of making money on your mutual funds.

Will this happen quickly, in a few cases, yes, but in most cases like any other “investment”, it takes time to make money. But, within that time you will make money if you put the effort into it.

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3 factors that make mutual funds special

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