Comments on: What is some of the best funds with a 10 to 15 year history? http://fundsblog.com/2006/10/26/mutual-funds-33/ All About Mutual Funds Thu, 09 Sep 2010 14:36:49 +0000 http://wordpress.org/?v=2.3.3 By: random_market_investor http://fundsblog.com/2006/10/26/mutual-funds-33/#comment-143 random_market_investor Wed, 01 Nov 2006 09:47:19 +0000 http://fundsblog.com/2006/10/26/mutual-funds-33/#comment-143 Be careful when screening Funds based on just their 10-15 year history. Assuming you are looking to "beat" the market and are looking for Actively managed funds. take the following cautions: 1) Look at 5, 10 , 15 years histories and for the Best ones look to see if any changes have occured recently - like has a new fund manager been appointed? 2) Be careful of funds that are too large - the larger the fund the more difficult it is to continually beat the market. 3) the returns ignore FEES - factor in the FEES - these can KILL your performance 4) the returns ignore the taxes - funds with high turnovers may have significant annual taxes - factors those in Or just look at an Index fund - do not try to beat the market with funds and just attempt to match it. (BTW - select index funds with the lowest fees - since its not actively managed why pay more?) Be careful when screening Funds based on just their 10-15 year history.

Assuming you are looking to “beat” the market and are looking for Actively managed funds. take the following cautions:

1) Look at 5, 10 , 15 years histories and for the Best ones look to see if any changes have occured recently - like has a new fund manager been appointed?

2) Be careful of funds that are too large - the larger the fund the more difficult it is to continually beat the market.

3) the returns ignore FEES - factor in the FEES - these can KILL your performance

4) the returns ignore the taxes - funds with high turnovers may have significant annual taxes - factors those in

Or just look at an Index fund - do not try to beat the market with funds and just attempt to match it. (BTW - select index funds with the lowest fees - since its not actively managed why pay more?)

]]> By: LongArm http://fundsblog.com/2006/10/26/mutual-funds-33/#comment-142 LongArm Sun, 29 Oct 2006 02:55:05 +0000 http://fundsblog.com/2006/10/26/mutual-funds-33/#comment-142 Go to Morninstar.com and use their fund screener to screen for no-load funds that have outperformed their respective categories for 10 years. But you need to know what KIND of funds you're looking for--THEN you can look for the best funds in those categories. Go to Morninstar.com and use their fund screener to screen for no-load funds that have outperformed their respective categories for 10 years. But you need to know what KIND of funds you’re looking for–THEN you can look for the best funds in those categories.

]]> By: Lisa http://fundsblog.com/2006/10/26/mutual-funds-33/#comment-141 Lisa Sat, 28 Oct 2006 20:41:10 +0000 http://fundsblog.com/2006/10/26/mutual-funds-33/#comment-141 I recommend calling an expert at Fidelity for some suggestions. They are very knowledgeable. I recommend calling an expert at Fidelity for some suggestions. They are very knowledgeable.

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