What would $10,000 invested in a mutual fund in todays market return quaterly. Just ballpark figure.?

Answer 1

It varys way too much. Some mutuals are up 30% and some are down 30%. But the benchmark is the SP 500 (SPY) and something like 75% of active mutual funds (as oppesed to passive ETFs run by mutual fund companies) can't beat SPY's average of 12.5% over the long term. Spy would make you on a long term average of $312.5 per quarter in its first year. Obviously compound gains would increase that number every year.

Answer 2

The is a wide range of possible returns for mutual funds invested in stocks. There is really no way to predict what will happen in the next quarter. Please get the following book: The Only Guide to a Winning Investment Strategy You'll Ever Need by Larry E. Swedroe.

You need a solid core investment with low expenses. Check out Fidelity.com and the Four in One Index fund, symbol FFNOX. Also, check out Vanguard.com, their Life Strategy Growth fund, symbol VASGX is a great balanced fund.

Answer 3

$250

Answer 4

Depends on the fund, but say it was a good one, right now I'd say 2-3% quarterly

Answer 5

Maybe 8-12% yrly, so just a couple percent in a qtr.

Answer 6

right it fairly is one element to submit to in innovations related to the Roth IRA account. there is on no account any tax on it the place as there is on your 401k. This turns into significant while pondering your asset mixture. earnings producing investments are taxed on the full tax fee as would be your 401k. for this reason that's smart to take a place a minimum of a few of your 401k in earnings producing components--bonds, LPs, REITs. The earnings from each of those is taxed on the full tax fee besides. Now because of the fact the Roth IRA is on no account taxed, it is likewise smart to place those varieties of components into the Roth IRA additionally. and likewise fairness investments. What you neglected to show are investments exterior of those 2 autos. in case you have some, they could be investments which would be taxed on the capital features fee--fairness investments. fairly, except you're interior the optimal tax bracket that's smart to have a element of your fairness investments exterior of a 401k. with the aid of doing so the whole tax bill would be decreased, relatively once you're a protracted term investor. in case you have the least hankering to take a place a number of you money in gold and silver those unquestionably could be interior of a Roth IRA. the two are taxed as collectibles in any different case. yet another element to evaluate in regard to the 401k is that throughout the time of years yet to come the tax fee ought to truly be larger, perchance a lot larger, than it at present is. considering you relatively have not got any decision of putting non-mutual fund investments interior of a 401k different than for perchance enterprise inventory, it unquestionably does make experience to take a place Roth IRA money in enterprise shares somewhat than mutual money. yet be careful. that's amazingly tempting for many to invest with their Roth IRA account relatively short term paying for and merchandising which in any different case could be taxed on the full tax fee. which would be a stable thank you to shrink that value of the Roth account. Be basically a sprint careful. make investments interior the likes of MCD, WMT, JNJ, BDX, KO, and so on. or perchance ETP with its 8% dividend or PAA with its 7.5% dividend. and don't make investments it in fewer than 5 diverse agencies.