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Mutual Funds Tutorials

  1. Mutual Fund Basics Tutorial

    Learn about the basics - and the pitfalls - of investing in mutual funds.
  2. A Guide to Smart Beta ETF Investing

    Smart Beta may be one of those financial terms that raises the ire of many market participants, but its success in spawning ...
  3. Fund Transactional Activity

    Portfolio turnover is one of the simplest measures of mutual fund quality quality. Find out how to measure it.
  4. Scoring Fund Investment Quality

    Learn some background on mutual funds and what factors can be used to assess their investment quality.
  5. Sources Of Evaluative Fund Data

    Eight key items determine the investment quality of a mutual fund. Learn where to find them.
  6. Profitability Indicator Ratios

    Learn about profit margin analysis, effective tax rate, return on assets, return on equity and return on capital employed. ...
  7. A Fund's Investment Objective

    Learn to evaluate a fund's investment objective, or "style".
  8. Measuring a Fund's Risk and Return

    Learn the importance of the risk-return relationship in selecting a mutual fund.
  9. Fund Size and Performance

    Bigger is not necessarily better when it comes to asset size in a mutual fund. Find out why.
  10. Fund Management Issues

    The quality of management is a key component of a fund's success.
  11. Fund Performance Metrics

    With mutual funds, it is crucial to look at all components of investment quality and not performance alone.
  12. Analytical Commentary On A Fund

    Independent fund investment research is the key to finding investment quality in a mutual fund.
  13. Mutual Fund Investment Quality: Conclusion

    Check in here for an overview of mutual fund investment quality and how to find it.
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