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Mutual Fund Education

7 Questions to Ask When Buying a Mutual Fund

Jun 24, 2014

Putting forth the effort to take charge of your investments is the first, and often the most difficult, step in the financial planning process. The second half of the battle lies in education; that is to say, taking the time to get familiar with the advantages, limitations, risks, and all sorts of nuances associated with the various investment products out there.



1. What is your goal?








2. What does the fund hold?





Chart showing historical returns for asset classes: 2005 - 2013



3. How expensive is it?



Line chart showing growth of $1 million investment over time



4. Who runs the fund?



Chart showing performance of top fund managers in 2006



5. What’s in the fine print?





Pie chart breaking down 12b-1 fees


6. Is it tax-efficient?







7. Which share class is right for me?




The Bottom Line


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