Category Archives: Mutual Funds

Learn about Mutual Funds!

Open End Mutual Funds

An open end mutual fund don’t have limits on the quantity of shares the fund will issue. Provided that demand is requested often, the fund will continue to issue shares no matter the number of investors.

ETFs vs Mutual Funds

Your goal should be to build and manage a diversified portfolio of stocks and bonds with the lowest possible fees and the greatest possible tax efficiency. ETFs offer seven advantages over index mutual funds: lower cost, greater tax efficiency, better tax management, easier asset allocation, easier portfolio rebalancing, no fraud and you can short ETFs.