Bullet Tour
Mutual Fund Basics
Mutual Fund Types
Investing Basics
Compare Funds
Your Portfolio
Glossary
Site Map
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Everything You Need to Know to be Successful at Investing in Mutual Funds


For a quick overview of the content of this site, try the Bullet Tour.

Looking for something specific about investing in mutual funds?
Try Site Search, or use Site Map as a table of contents.
Then come back here and see what else we have to offer.


Mutual Funds are for Everyone

Investing in mutual funds provides a total solution for your investing needs, whether you have a few thousand dollars or a few million dollars to invest. With a well-designed portfolio of mutual funds, you can have your own pool of professionally managed investments, even with a small initial investment.

A Portfolio Built for You

A well-designed portfolio is one that is right for you. It will provide the maximum long-term rate of return that is consistent with the level of risk you are comfortable with. Here you'll learn how to construct your portfolio by selecting high-performing mutual funds that work well together and how to allocate your money to the mutual funds in your portfolio. And it's presented in plain English, so you can concentrate on absorbing that knowledge rather than interpreting it and be ready to begin investing in mutual funds sooner.

You can be a Successful Mutual Fund Investor

To be a successful mutual fund investor you must do much better than the average mutual fund investor. The fact that the average rate of return earned by mutual fund investors is way below the average rate of return of all mutual funds indicates that an awful lot of mutual fund investors are very unsuccessful. You'll learn on this site how to be a successful mutual fund investor.

Here's what you'll find on this site:

  • Introduction to Mutual Funds. - The benefits of investing in mutual funds, what they are, how they work, how they're bought and sold, and more.
  • Types of Mutual Funds - A description of the various types of mutual funds and an explanation of how they're classified.
  • Investing Basics - This section presents, in plain English, the fundamental concepts that you need to know to be an informed investor and to get the most from the rest of the content on this site.
  • Key Statistics for Evaluating Mutual Funds - Mutual fund selection criteria.
  • Your Mutual Fund Portfolio - Here you'll learn how to select the best mutual funds, assemble a portfolio that's right for you and maintain your portfolio to ensure that it continues to perform well and meet your needs.
  • Glossary - Terminology specific to investing in mutual funds.
  • Site Map - Use this to navigate if you get lost or don't see what you're looking for on the menu.
  • Site Search by Google - Find everything on this site relevant to a particular topic of interest.

If you are investing in mutual funds through a 401k or other employer-sponsored retirement plan, you'll find the information on this site very helpful in making the decisions necessary to manage that account effectively. Also, 401k rollovers into IRAs present an excellent opportunity to select mutual funds from a much larger pool than that which was available through your employer-sponsored plan. The information on this site will help you make your selection.

The information on this site is intended for use by investors who embrace a buy and hold strategy. I do not advocate chasing the current hot mutual funds, buying and selling mutual funds in response to moves in the market, day trading or any other short-term strategy, or holding a portfolio of mutual funds that is not well-diversified. There's a lot of evidence that indicates these are all excellent ways to ensure that you either lose money or achieve very poor performance.

On the flip side, there's even more evidence that indicates that buying and holding a diversified portfolio of mutual funds with good long-term performance records is a strategy that is nearly guaranteed to reward you with handsome returns in the long run.

Although this site advocates the use of no-load mutual funds to achieve your investing goals, nearly all of the information on this site is relevant to mutual fund investing in general and there's a lot of good information that's relevant to investing in individual securities, too.

The structure of this site is such that the information is presented in a logical order, with each section building off the prior sections. You can jump around as you wish, but if you're new to investing, you'll get the most from this site by working through it from start to finish.



Mutual Fund Investing Overview
A bulletized summary of mutual fund investing.

Learn About Mutual Funds - An Introduction
Learn all about mutual funds; what they are, how they work, the benefits they offer and why they are the best option for individual investors.

Types of Mutual Funds
The various types of mutual funds are defined by asset class, investing style and geographical area. The variety includes all the assets needed to construct a complete investment portfolio.

Investing Basics
Having a good understanding of the investing basics, including how the securities in a portfolio function as a group, is crucial to one's long-term success as an investor.

Compare Mutual Funds - Key Statistics
It's easy to compare mutual funds by studying the key statistics that are readily available from many sources. But there's still need for due diligence on the likely candidates.

Your Mutual Fund Portfolio
The seven step process of constructing and maintaining a mutual fund portfolio. Follow these seven steps to investing success.

Mutual Funds Glossary
A mutual funds glossary - Terminology specific to investing in mutual funds.

Site Map
Use this site map to find what you're looking for.

Site Search
Search this site.

Contact Us at Investing in Mutual Funds
Please use the Contact Us form to ask any questions you may have or to offer your ideas and comments.

Terms of Use
Terms of use for www.investing-in-mutual-funds.com.