Tag: stock fund

A Case Study in Evaluating a Mutual Fund

| October 5, 2015 | 0 Comments

Suppose I offered you a mutual fund that promised a six percent annual distribution yield (it pays out six percent per year)? Sounds attractive, right? When we evaluate a mutual fund for our clients, here are some of the factors we consider as we perform our due diligence. Are the costs reasonable? Low expenses are […]

Continue Reading