Classes-To-Go! 2C

Better Investing Online Mutual Fund Tools

Allen HoldsworthBIVA Board Director

Illowa Buy States Chapter DirectorMAD Investment Club

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Disclaimer

• The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced.

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Allen Holdsworth

• MAD Investment Club 15 years• Illowa Chapter director 14 years• BIVA Board director 5 years• Teach 16 week “Personal Investing”

class at local community college• Broker and Financial Planner 7 years• Retired- Life is good!!!

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Personal Story

• One lady said she was not worried about the stock market. She did not own any stocks

• She was in mutual funds!?!?• There are a LOT of people out

there who need help!!

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Mutual Funds

• Past performance• Performance vs. index• Fees• Turnover ratio• Manager tenure• Number of holdings• Style of investing

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Types of Funds

• Diversify by types of funds• Large cap• Mid cap• Small cap• Foreign• Bonds

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Be Diversified!

• One example MIGHT be:• 20% large cap• 20% mid cap• 20% small cap• 20% international• 20% bond funds• Depends on goals and time

frame!

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Index Funds

• Index Funds• Passive vs. active management• Lower costs• Roughly 80% of mutual funds

underperform their index• Index for every type of investing

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Have a Plan

• You need to have a plan before choosing which funds to buy

• How old are you?• How long till you retire?• How will you use the money in

their accounts?• You need to think about these

things before choosing funds

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BI Online Mutual Fund Tools

• BetterInvesting has a very good set of tools for studying mutual funds

• There are several parts to these tools

• We will look at each part

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Online Tools

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Online Tools

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Online Tools

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Online Tools

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Ariel Fund ARGFX

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Online Tools

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Trend Report

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Trend Report

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Online Tools

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Mutual Fund Screening

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Screening Results

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Online Tools

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BI Mutual Fund Tools

• Excellent source of information is the BI Mutual Fund Handbook

• Mutual Funds for Dummies

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QUESTIONS?