Quotes About Mutual funds

For the 20-year period from December 31, 1993, to December 31, 2013, the S&P 500 returned 9.2% annually, but the average mutual fund investor averaged just over 2.5%, barely beating inflation.

I'm sometimes accused of being hostile to mutual funds. That's not fair, really. There is a place for them. Still, I am hostile to one thing, which is trying to use funds to time your way in and out of the market. That's a recipe for very bad results.

I think you'll do as well as most professionals. Most professionals don't beat the market. Let's not over-rate my industry. But if you have time, you can be in good mutual funds that have good records.

In general, the hedge funds were clobbered by the 1969 bear market, ending up in many cases with records that were worse than those put together by aggressive mutual funds denied the luxury of short sales.

On December 7, 1999, Kevin Landis, portfolio manager of the Firsthand mutual funds, appeared on CNN's Moneyline telecast. Asked if wireless telecommunication stocks were overvalued—with many trading at infinite multiples of their earnings—Landis had a ready answer. "It's not a mania," he shot back. "Look at the outright growth, the absolute value of the growth. It's big.

It's expensive to trade small lots of convertible bonds, and diversification is impractical unless you have well over $100,000 to invest in this sector alone. Fortunately, today's intelligent investor has the convenient recourse of buying a low-cost convertible bond fund. Fidelity and Vanguard offer mutual funds with annual expenses comfortably under 1%, while several closed-end funds are also available at a reasonable cost (and, occasionally, at discounts to net asset value).4

Mutual funds are the ultimate way for a defensive investor to capture the upside of stock ownership without the downside of having to police your own portfolio.

The scary truth is 96 percent of mutual funds fail to match the market, and the 4 percent that do, they're always changing.

With no-load index funds, no transaction fees are levied on contributions. Moreover, mutual funds will automatically reinvest all dividends back into the fund whereas additional transactions could be required to reinvest ETF dividends. We recommend that individuals making periodic contributions to a retirement plan use low-cost indexed mutual funds rather than ETFs.

Percentage of Actively Managed Mutual Funds Outperformed by the S&P 500 Index (Periods through June 30, 2012) Sources: Lipper and The Vanguard Group.

Average Annual Returns of Actively Managed Mutual Funds Compared with S&P 500 20 years, Ending June 30, 2012 Sources: Lipper, Wilshire, and The Vanguard Group. S&P 500 Index Fund 8.34% Average Active Equity Mutual Funda 7.00% Shortfall +1.34%

To overcome the drag of expenses and taxes, an actively managed fund would have to outperform the market by 4.3 percentage points per year just to break even with index funds.* The odds that you can find an actively managed mutual fund that will perform that much better than an index fund are virtually zero.

We have believed for many years that investors will be much better off bowing to the wisdom of the market and investing in low-cost, broad-based index funds, which simply buy and hold all the stocks in the market as a whole. As more and more evidence accumulates, we have become more convinced than ever of the effectiveness of index funds. Over 10-year periods, broad stock market index funds have regularly outperformed two-thirds or more of the actively managed mutual funds.

Trust the Canadians to produce a game about mutual funds that is actually more boring than the real thing.

To make the most of your money, I recommend sticking with mutual funds that don't charge a commission when you buy or sell.

We can't stress enough how important it is to establish your own personal financial plan, and then carefully follow that plan. Select low-cost mutual funds, preferably index funds, as the core of your investment portfolio.

We recommend that mutual fund investors avoid load funds. If financial advice is needed, use a fee-only financial planner—not a mutual fund salesperson who has a conflict of interest.

it's very important when using mutual funds in taxable accounts to use tax-efficient mutual funds or ETFs. Tax efficiency is relative. The idea is to locate the least tax-efficient funds in your tax-advantaged accounts and the most tax-efficient funds in your taxable account.

Using past performance to pick tomorrow's winning mutual funds is such a bad idea that the government requires a statement similar to this: Past performance is no guarantee of future performance. Believe it!

There were two qualities about the mutual funds of the 1920s that made them extremely speculative. One was that they were heavily leveraged. Two, mutual funds were allowed to invest in other mutual funds.

The average mutual fund holding period for equity or fixed income is only about three years. It's too short.

Nowadays you might be getting a lot of emails requesting you to invest in Mutual Funds or SIP, ask them via email to not try to fool and disturb you else you will block them. These fraud cos also try to impress you by giving examples of few successful persons but they are all its agents

People who invested Rs.10000 in Mutual Funds of top cos in 2006 are getting only Rs.15000 in 2022 while shares had risen many times between this period like in year 2007, 2010 , 2014, 2016, 2018, 2020 .MF SIP Manager would have made huge Amount by buying and selling shares during these years, but investors are being fooled

Well, I like regulation as little as anybody else. It can be intrusive. It can be detailed. It can be bureaucratic. It can be unevenly administered. It can be unfair. But most regulations that we have for mutual funds and for banks are regulations that we earned. We did something wrong and we're paying a price for it.