Put Your Mutual Funds On The Couch – It’s Time To Analyze Them
If you’re like most people, you don’t understand your portfolio and each of the individual mutual funds you own. A fund analysis can help.
A fund analysis, basically an audit, will determine if you have too many funds and reveal important information about each one. It will show you the actual, direct expenses of each fund, as well as the hidden costs you never see. You’ll know how much risk you have in each fund, as well as how much each fund has lost in the past.
ou can see how many times the fund managers are buying and selling stocks or bonds in each fund each year. You can determine how well your funds are performing by seeing how they’re ranked against other funds.
With fund analysis data in hand, you’ll understand your mutual fund a lot better.
You may also be interested in this recent video from our Whiteboard Series.
If you want to have a comprehensive mutual fund analysis completed on your portfolio, call us today.
916-791-7063
You might also like to learn more about our book Momma’s Secret Recipe for Retirement Success
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