Investment Products

Choosing Equity Mutual Funds to Match Your Goals

Investors eager to participate in the stock market over the past few years have flocked to equity mutual funds, but many find it difficult to choose the right equity funds. The sheer number now available is bewildering. Moreover, the terminology used to describe them may be confusing. What's the difference, for instance, between a growth fund and an aggressive growth fund? Or between an international fund and a global fund? Discover more

How to Choose and Use Money Market Mutual Funds

Money-market mutual funds have an important role in many investors' portfolios. Money-market funds benefit investors most during inflationary times. They were created in the U.S. in the mid-1970s, when oil prices, inflation and interest rates were soaring. Before they became available, institutional investors and wealthy individuals could ride rising interest rates by buying CDs, which were then offered only in large denominations, while the average investor was limited to the far lower rates paid on savings accounts. Discover more

How We Analyze Mutual Funds

One of the most often asked questions we get is how do we decide between the hundreds of different funds available to come up with our recommendations. This is a quick summary to give you some background on our philosophy, framework and methodology in selecting mutual funds for our Recommended List. Discover more

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