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Choosing/ Evaluating a Mutual Fund
General Boards - Business & Investing
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Choosing/ Evaluating a Mutual Fund


Apr 15, 2022, 9:08 AM
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I am starting a thread to get ideas/ methods on how other Tiger Alumni select/ evaluate Mutual Funds.
I am not a Dave Ramsey disciple, but I do believe that his general teaching is that building wealth takes time. You have to consistently invest, and after 25-30 years, you get there I also think he is right about sticking to Mutual Funds. This is what most of my families portfolio is in. Using this strategy my investments are growing. But I have always seemed to struggle to constantly hit 10% returns. I have also reached out to the smartvestor pros, and the 4 I talked to, were indicating the 8% range. Which I felt like I was getting already.

My approach when looking at the fund is to look at the 5 and 10 year averages. Is there another metric that I should also focus on? I am not "freaking out" about this year. I figure with last years gang buster year/ this year is going to be a loser. So over the 2 it will average out. That said, I am just trying to make sure I am doing my best to get the most out of every year.

Thanks in advance for any thoughts/ ideas.

Go Tigers
LNT

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Use screeners on places like Schwab, Ameritrade, etc.


Apr 15, 2022, 9:19 AM
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Make sure mgmt costs are below 1% (Index funds have very low fees). Stick to no load funds.

Most of all, know what you're investing in.

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I would count on the next 3 years being down years


Apr 15, 2022, 10:18 AM
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if I were you.

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