If you have some favorite funds I'd like to hear.One of mine is Vanguard Energy.
2007-07-12 02:56:26 · 4 answers · asked by Dr. NG 7 in Business & Finance ➔ Investing
The best way to judge a mutual fund is by its costs and the assets it holds. Past performance and Morningstar ratings are pretty much useless.
Bad funds are ones that have a load, deferred load, 12b-1 fees, or annual expenses greater than 1%.
My personal favorite is the Vanguard 2030 target-date retirement fund. I use that one fund for my Roth IRA.
2007-07-12 11:33:20 · answer #1 · answered by derobake 4 · 0⤊ 0⤋
There are about 3 or 4 that in general are very good. They have overall good funds, a wide variety, low expense ratios, and except for one they are all no load.
Fidelity, T Rowe Price, Vangard, American Funds (load), Royce Funds (all small cap). I am sure there are also others that I am not too familiar with. I am very familiar with each of these and currently own funds in all but two of those families.
I have owned shares of Royce Pennsylvania Fund for many years.
However, several of my favorites are ETFs. RSP, SWZ, CHN, GAM, IJH, IIF
2007-07-12 11:12:17 · answer #2 · answered by Anonymous · 1⤊ 0⤋
this is the best site for fund info. In addition to what funds are holding it also give great statistical preformance of funds and rankings.
www.morningstar.com
this link should take you right to where you need to be
http://www.morningstar.com/cover/funds.h...
2007-07-12 10:22:58 · answer #3 · answered by pirate w 2 · 0⤊ 0⤋
You have chosen very well. Both the managing company and the fund are first class.
2007-07-12 10:01:51 · answer #4 · answered by Anonymous · 0⤊ 0⤋