Mar, 18 2011
A good deal of ink is spilled here at the Jemstep blog on the subject of mutual fund fees. In large part that is because understanding fees can be so maddening. In this post, we help you compare apples with apples when it comes to fees by deconstructing the actual things that fund managers do that can justify higher fees – as well as what activities do not come close to making the grade.
Jan, 28 2011
Over time, mutual fund fees can significantly eat into your returns. We offer some insights into how you can lower your expenses and why you should seek out low expense ratios where possible.
Jan, 12 2011
There are investors who look for the benefits of a more active investment approach while still being cost-conscious. They are looking for high quality managers with a demonstrated track record of success, but at the same time they want to get the best deal possible in terms of fees and expenses. With that in mind, this week we look at our top-rated low cost funds.
May, 21 2010
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
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.
Mar, 26 2010
Many of us are performance junkies. RBI, mpg, mph, Kbps… we focus on the fastest, the biggest, the best. As investors, we tend to gravitate toward mutual funds with the highest returns. And why not? Even though we’ve been told repeatedly that past performance is no guarantee of future results, what other facts are there [...]
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Understanding the various forms of mutual fund fees (Part 1)
New Feature on Jemstep blog: The Jem5 rankings
Measurements of risk in mutual fund research
What is a bond mutual fund?
ETF research: Five things you should know before getting started
2012 Presidential Election Year: Friend or Foe for your Portfolio?
Invest With Clarity … Avoiding Market Myopia and Erosion of Your Net Worth
The Month in Review – January 2012
Understanding Correlation and Covariance. And What it Means for Your Portfolio.
How to Create an Investment Plan that Will Lead to Financial Success
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Jemstep is a free online investment guidance and management service designed by and for individual investors. Jemstep uses technology to provide objective, transparent ratings of more than 20,000 mutual funds and ETFs. Given your financial goals, investment time horizon, assets, and risk tolerance, Jemstep identifies your best investment options in a ranked list--all within minutes.
