2007-01-08 14:55:38 · 4 answers · asked by Anonymous in Business & Finance ➔ Investing
Look at their top ten or top twenty-five holdings (yahoo or msn/cnbc) Do you know what the companies do, have you heard of them....What's their YTD gain? It should be listed...does the fund hold many losers.....what are their biggest gainers? You can check the " ownership or holders" of the various stocks ..they will then list other funds...now check those funds ... when you find one that's not holding many losers..you've got active, aggressive management.....what you are looking for!
2007-01-08 19:04:28 · answer #1 · answered by jebediabartlett 6 · 1⤊ 1⤋
If you are selecting an index fund look at the expense ratio. The lower the fees the better.
If you are look for an actively managed fund then the long term track record of the fund's manager(s) is an important consideration. You want someone with a proven track record managing your money.
2007-01-08 23:12:53 · answer #2 · answered by Glenn_11 4 · 1⤊ 0⤋
Price to book and dividend yield are important fundamentals. You also want to know who's managing it, their experience and the performance history of the fund. Finally, you want to know the expense ratio and any sales commissions involved, plus any other fees.
I recommend using Morningstar, Smartmoney, and Yahoo finance to check the funds out thoroughly, as well as reading the prospectus.
2007-01-08 23:03:28 · answer #3 · answered by aaronchall 3 · 1⤊ 0⤋
Another thing to consider is whether the fund is loaded or no load.
2007-01-09 00:01:43 · answer #4 · answered by spider30 1 · 1⤊ 0⤋