This week I decided to evaluate income funds on Jemstep’s private beta website, and the results point to three income funds that are worth considering for my portfolio. These funds may be worth exploring for your portfolio too.
The Better Investor Blog
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May, 21 2010
Understanding the various forms of mutual fund fees (Part 2)
Here are some other types of fees that could impact your investment and are worth investigating before you make your final investment decision
May, 18 2010
Understanding the various forms of mutual fund fees (Part 1)
Earlier this year, we wrote about the impact of fees on fund performance. These fees come in many shapes and forms. Here’s an explanation of some of the main ones so you’ll have a better understanding of what these fees mean when you next see them listed in a data table or prospectus. This first installment in a two-part series focuses on load and no-load funds.
Feb, 12 2010
Understanding a mutual fund’s Net Asset Value (NAV)
In order to understand the concept of NAV, it is important to have a basic understanding of how a mutual fund works. Forgive the basic primer, but essentially a mutual fund allows a group of investors to pool their money together in order to achieve a predetermined investment goal. A fund manager (or team of [...]
Jul, 31 2009
Take More Responsibility for your Financial Affairs.
As the recent months have shown, it’s up to each person to take some responsibility for their own financial affairs…
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Understanding the various forms of mutual fund fees (Part 1)
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New Feature on Jemstep blog: The Jem5 rankings
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Measurements of risk in mutual fund research
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Understanding risk-adjusted returns
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What is a bond mutual fund?
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2012 Presidential Election Year: Friend or Foe for your Portfolio?
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Invest With Clarity … Avoiding Market Myopia and Erosion of Your Net Worth
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The Month in Review – January 2012
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Understanding Correlation and Covariance. And What it Means for Your Portfolio.
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How to Create an Investment Plan that Will Lead to Financial Success
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Joeadventure: Don't believe it. We ARE Japan 2.0 and getting wor...
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: Hi David. Great question. The past performance...
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david: How does Jemstep factor past periods of performanc...
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Coburg: No we are not in danger of becoming another Japan ...
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Far409mer: If you don't save for the future - you will have n...
