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Mutual Funds. Goal Diversification Professional Money Management Easy Time and Energy Saver Higher returns than if you ‘do it yourself’

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Presentation on theme: "Mutual Funds. Goal Diversification Professional Money Management Easy Time and Energy Saver Higher returns than if you ‘do it yourself’"— Presentation transcript:

1 Mutual Funds

2 Goal Diversification Professional Money Management Easy Time and Energy Saver Higher returns than if you ‘do it yourself’

3 Structure Money from individuals is pooled by a fund management company (Vanguard / Fidelity). Fund Manager (Advisor) buys and sells stocks or bonds with the pooled funds. Individual investors benefit from diversification with little investment.

4 Key Metrics Net Asset Value (NAV) –A ‘per share’ measurement of the total value of the assets held by the mutual fund Performance –Percentage gain in fund value over a specified time period (annually, quarterly, etc.)

5 Fees Load (Sales fees) 12(b)-1 fees (marketing fees) Management fees www.morningstar.com

6 Taxes Till death do us part….

7 Mutual Funds Categories Growth Aggressive Growth Value Income Equity-Income Bond Asset Allocation Balanced Growth and Income Sector Index Conscience (Socially Responsible

8 If You Can’t Beat ‘em Join ‘em Index funds historically out-perform actively-managed mutual funds Lower fees Lower taxes More sleep at night…

9 Tools Morningstar (the king) Matching funds to your objectives Portfolios constructed entirely with funds Diversification by buying funds that balance each other

10 Let’s Take a Closer Look www.fidelity.com www.janus.com

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