Mutual fund
Top 20 Socially Responsible Mutual Funds
According to Wikipedia, socially responsible investing (SRI)
describes an investment strategy which combines the intentions to maximize both financial return and social good. In general, socially responsible investors favor corporate practices which are environmentally responsible, support workplace diversity, and increase product safety and quality.
In the May issue of Financial Planning magazine, there’s a special report on [...]
Low-Cost Vanguard Goes with Even Lower Costs
Good news mutual fund investors!
Low-cost mutual fund giant Vanguard announced today that it’s simplifying its fee structure by replacing four fees with one account service fee. According to the announcement, effective April 26, 2007, the following four $10 annual fees will be eliminated:
The custodial fee on traditional IRAs, Roth IRAs, and SEP–IRAs with a balance [...]
A Look at Lifecycle Funds from Vanguard, Fidelity, and T. R. Price
No mutual funds are equal, even if they track the same benchmark, and this is also true for lifecycle funds.
Lifecycle funds, also known as target date funds, are getting popular among investors who seek optimum asset allocation for their retirement investments. The idea of a lifecycle fund is that the fund’s asset allocation evolves as [...]
How Long Does It Take to Triple Your Money and How to Triple it?
You are probably familiar with the Rule of 72, which tells you when the one dollar you invest today will be worth $2 once you have a rate of growth. If your annual rate of return is R%, then it will take you (72/R) years to double your money. For instance, for a 6% return [...]
Investment Choice: REIT
In my previous discussions on building portfolios with ETFs (the last segment can be found here), we have seen REIT (real estate investment trusts) as an ingredient in several of the model portfolios. In fact, if you check some recommended asset allocations (for example, this post on asset allocation at About.com), you will likely to [...]
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