Feb 28, 2012

What are the Best Mutual Funds?

I want to invest 2000 dollars in a mutual fund with additional investments of about 100 dollars. What would you consider to be the best with low fees? I am very young so I can take on risk. I would be interested in fixed income i.e. corporate and gov bond funds, U.S. equity funds, or foreign funds. Also, in general, what is the best fund family?

If you are serious and smart to invest , choose FX Funds Group if you would like to make 2 – 15% per month

search for myfxfunds in google search engine for more information.

Most mutual funds require a 2500 to 3000 dollar minimum. But I believe you can get into one of TRowe Price’s funds for less than this. As long as you agree to do periodic investing with them. Their POMIX Total Market Index would be a good choice. Their Balance fund RPBAX is not as agressive, but it is more diversified.

Look at T. Rowe Price and Vanguard no-loan funds.

MOST mutual funds have a minimum $ 500 requirement. For some top performing mutual funds that fit that criteria see my web page.

Doug T…….The mutual fund guy


Best Mutual Funds

I am looking to invest about 200k into mutual funds. What are some very good utual funds right now maybe 2-3 years. Short term. Also is there any other way to nvest that is better than mutual funds? That are as secure and have returns of 25%+ a year?

I am not sure any mutual fund can yield 25% a year and safe at the same time. Some major energy funds did have a 25%+ per year during the last 2 years or so. Past performance cannot guarentee future price. If oil and energy continues at the existing rate, then you should invest in energy funds. Alternatively, gold and precious metals are in the same situation as oil and energy. Normally, the risk and the return are somewhat equal. If 25% is secure, we would have CPI growth of 25%, interest rate at 25%, inflation at 25%, and bond at 25%. When I say 25% I meant roughly 25%. You could try to speculate and make 25% a year, but it is also possible you lose 10-20%. The greater the reward, the greater the risk. (Sometime risk is greater) There is no free lunch. If something looks too good to be true, it probably is. Good luck investing!

My Mother-In-Law is behind on retirement savings and I want to help her invest in something that will make her some money in 5-8 years. Just looking for some names of mutual funds or ideas of how to help her out.

Index funds are great for this. They’re cheaper (have much lower expense ratios) and have less risk than normal mutual funds. A great fund to get is a S&P 500 fund. The S&P 500 grows 9-10% every year on average, and can grow even more if you reinvest dividends. The Vanguard S&P 500 Fund (VFINX) is great for this, and there are also many, many more (see http://www.fool.com/mutualfunds/indexfunds/table01.htm). Or, you could also get a S&P 500 ETF, such as the iShares S&P 500 ETF (IVV), or the SPDR S&P 500 ETF (SPY).

This guy is good… this is from www.wlsam.com. Good luck!

Adam Bold is the founder and chief investment officer of The Mutual Fund Store, a fee-based investment advisory firm. Adam is a Chartered Mutual Fund Counselor (CMFC), a designation awarded by the College for Financial Planning, and a Certified Fund Specialist (CFS), a certification awarded by the Institute of Business and Finance in La Jolla, CA.

In addition, Adam served two terms on the Leawood, Kansas City Council and is a director of both the Johnson County Library Foundation and the Leawood Foundation. Adam is also a member of the Leawood Rotary Club and Leawood Lions Club. He was named a 1999 "Up and Comer" by the Kansas City Business Journal. In Spring of 2003, Adam was selected as a finalist for the Ernst and Young Entrepreneur of The Year.

Call The Mutual Fund Show at 888.83.FUNDS

5-8 years is a very short period of time for the stock markets, so the investment should be spread between different markets whatever you do. The best free general advice I’ve ever seen on the web is from subscribing to the fullermoney.com. daily newsletter.

There is no such thing nor should there be. Diversification cuts risk but nothing wipes it out. Do not misuse the phrase “little risk”. There is great risk that anyone keeping thier money in the bank will lose purchasing power after taxes & inflation & not be able to retire. ADX PEO EFA EWA all solid basic etfs that trade like stocks. Can open an acct & schwab.com & buy them. do not pay for advice – no need for it AT ALL.

maxium growth with little risk don’t come together im sorry your mother in law didn’t start investing sooner for retirement. Money markets funds have little risk and little growth. Equity funds have more risk but the chance of a greater return if you are willing to invest for a long-term (10 years) and watch your investments. I do suggest you seek some advice from a finnancial planner that will hopefully be able to reach your mother in laws retirement goals. go with her to understand your options.

You cannot have it both ways.

If you want little risk then the profits will be little too.

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