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Mutual Fund Ratings: The Best Approach
Article By:
David Trainer
Thursday, June 11, 2015 9:50 PM EDT
The first and most important driver of mutual fund’s performance is the quality of its holdings. Backward-looking technical measures are helpful, but we think investors deserve more.
How To Avoid The Worst Sector Mutual Funds 2Q15
Article By:
David Trainer
Monday, June 8, 2015 5:51 PM EDT
Avoid all mutual funds with less than $100 million in assets. Low levels of liquidity can lead to a discrepancy between the price of the mutual fund and the underlying value of the securities it holds.