tag:blogger.com,1999:blog-9970659.post113494598981631818..comments2021-07-14T20:51:22.678-04:00Comments on The Real Returns: 5 screening criteria for mutual fundsMehttp://www.blogger.com/profile/02441164632140862350noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-9970659.post-85292309186765667662007-07-10T11:11:00.000-04:002007-07-10T11:11:00.000-04:00The question of Active V Passive Management is rou...The question of Active V Passive Management is roughly akin to the question of religion. there is plenty of evidence on every side and no one willknow for sure in this life.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9970659.post-1143155925036917842006-03-23T18:18:00.000-05:002006-03-23T18:18:00.000-05:00The company my advisor works for, Clearsight, does...The company my advisor works for, Clearsight, doesn't charge the up-front sales charge. So <A HREF="http://www.investingintelligently.com/2006/03/21/mutual-fund-loads/" REL="nofollow">I can buy any mutual fund and it is essentially no load</A>. This is also true with other companies as well I'm sure. So they buy front-load funds and charge a 0% load to the investor.<BR/><BR/>I don't agree with Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9970659.post-1136223504969233242006-01-02T12:38:00.000-05:002006-01-02T12:38:00.000-05:00If you use Vanguard be sure you get the preferenti...If you use Vanguard be sure you get the preferential treatment Admiral shares are given. <BR/> (100M each fund min.!)Otherwise you are in trouble.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9970659.post-1135908691484561762005-12-29T21:11:00.000-05:002005-12-29T21:11:00.000-05:00Some of the best funds have sales charges and 12b-...Some of the best funds have sales charges and 12b-1 fees, small cap and international funds will often have higher expense ratios than 1.25%, and with a 15% capital gains tax rate, I'm not all that concerned with turnover. Other than that, it's a good list.thchttps://www.blogger.com/profile/03670235311851735328noreply@blogger.comtag:blogger.com,1999:blog-9970659.post-1135625312599792002005-12-26T14:28:00.000-05:002005-12-26T14:28:00.000-05:00I'd agree with "anonymous". If you believe in mar...I'd agree with "anonymous". If you believe in market efficiency (and I do), then paying for professional management doesn't make sense. An index fund (like Vanguard's) can give market returns with a less than 0.20% expense ratio. <BR/><BR/>However, if you want to go with an actively managed fund, you've made some excellent suggestions.Unknownprofessorhttps://www.blogger.com/profile/06915963335561704298noreply@blogger.comtag:blogger.com,1999:blog-9970659.post-1135212922814910002005-12-21T19:55:00.000-05:002005-12-21T19:55:00.000-05:00MER = probably stands for Managed Expense Ratio, o...MER = probably stands for Managed Expense Ratio, or what you pay for the privledge of being rooked.<BR/><BR/>I've bought some class-A mutual funds that never bothered to charge the upfront fee; YMMV.<BR/><BR/>Note: the cap gains are pretty irrelevant if you're investing in a retiring IRA or whatever...i think.<BR/><BR/>FoobAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-9970659.post-1135132662187877402005-12-20T21:37:00.000-05:002005-12-20T21:37:00.000-05:00Dave, What does MER stands for? Google suggests Ma...Dave, What does MER stands for? Google suggests Mars Exploration Rover. That has nothing to do with mutual funds.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9970659.post-1135126914226876672005-12-20T20:01:00.000-05:002005-12-20T20:01:00.000-05:00I don't exactly agree with this. There are some gr...I don't exactly agree with this. There are some great funds out there which do very well that have high MERs. You can't just blindly reject funds because of a high MER.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-9970659.post-1134950686487691342005-12-18T19:04:00.000-05:002005-12-18T19:04:00.000-05:00aw, forget that. just stick to vanguard!aw, forget that. just stick to vanguard!Anonymousnoreply@blogger.com