Classes-To-Go! 2C Better Investing Online Mutual Fund Tools Allen Holdsworth BIVA Board Director Illowa Buy States Chapter Director MAD Investment Club

BETTERINVESTING NATIONAL CONVENTION 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.

BETTERINVESTING NATIONAL CONVENTION 3 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!!!

BETTERINVESTING NATIONAL CONVENTION 4 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!!

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

BETTERINVESTING NATIONAL CONVENTION 6 6 Types of Funds Diversify by types of funds Large cap Mid cap Small cap Foreign Bonds

BETTERINVESTING NATIONAL CONVENTION 7 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!

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

BETTERINVESTING NATIONAL CONVENTION 9 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

BETTERINVESTING NATIONAL CONVENTION 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

BETTERINVESTING NATIONAL CONVENTION 11 Online Tools

BETTERINVESTING NATIONAL CONVENTION 12 Online Tools

BETTERINVESTING NATIONAL CONVENTION 13 Online Tools

BETTERINVESTING NATIONAL CONVENTION 14 Online Tools

BETTERINVESTING NATIONAL CONVENTION 15 Ariel Fund ARGFX

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BETTERINVESTING NATIONAL CONVENTION 21 Online Tools

BETTERINVESTING NATIONAL CONVENTION 22 Trend Report

BETTERINVESTING NATIONAL CONVENTION 23 Trend Report

BETTERINVESTING NATIONAL CONVENTION 24 Online Tools

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BETTERINVESTING NATIONAL CONVENTION 26 Mutual Fund Screening

BETTERINVESTING NATIONAL CONVENTION 27 Screening Results

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BETTERINVESTING NATIONAL CONVENTION 30 Online Tools

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BETTERINVESTING NATIONAL CONVENTION 33 BI Mutual Fund Tools Excellent source of information is the BI Mutual Fund Handbook Mutual Funds for Dummies

BETTERINVESTING NATIONAL CONVENTION 34 QUESTIONS?