Mutual Funds

I almost always invest via mutual funds. (I'm either in equities or cash, I ignore other instruments - not justifying it, just noting that I don't follow the other stuff at all.)

To evaluate funds, like when joining a new 401k, I typically use a combination of

I tend to ignore "captive" funds, those run by banks, insurance companies, Am Ex, etc.

I also typically ignore funds that have been in operation less than 10 years - and they should have had the current main manager for that long.

Edited: |

blog comments powered by Disqus