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New York - You should ignore a mutual fund that only can boast about short term
performance which we define as less than five years. We consider the following
characteristics, more important than short term performance:
Experienced Fund Manager -
Although a new fund manager or mutual fund may be aggressive and initially outperform a
comparative index, mutual fund managers should be experienced in both bull and bear
markets. A bear market may cause a sudden need for cash as investors sell mutual funds
shares. Inexperienced fund managers or mutual funds may panic and inappropriately sell the
wrong securities or will not be able to efficiently liquidate securities. Such a failure
could significantly impact any previously earned gains.
Risk vs. Reward - You need to
ensure that your mutual fund's objectives are consistent with your personal investment
strategy. You do not want to exposure your portfolio to risks you personally would not
take.
Disciplined Investment Style - It
is important to ensure that a mutual fund sticks to its stated objectives. Hence, a bond
income fund should not be purchasing dividend paying stocks to produce income.
Long-Term Performance - It is
important to examine the returns that a mutual fund has delivered over the long term such
as five and ten year trends. Measure this performance with its peer. A fund with a proven
track record should give you additional confidence that your fund is managed for long term
results.
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Independent Adviser Corporation is a 100% Independent and 100% Objective
Financial Advisory Firm that writes buy-side investment research. Our
network of independent Fee-Only Financial Advisers serves individuals,
families and businesses. They provide financial planning services, tax
advice and offer professionally managed asset accounts. They do not
underwrite corporate securities nor do they sell any proprietary products.
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