Episode #9: How To Properly Analyze And Select A Mutual Fund

Making Finance Fun with Rockie Zeigler

Episode #9: How To Properly Analyze And Select A Mutual Fund

October 7, 2019

When considering buying a mutual fund, or any investment for that matter, it's important analyze them properly. Factors such as fees, risk and tax efficiency should come into play when making a decision to buy an investment or not. However, when it comes to mutual funds, comparing a them to a benchmark (such as the S&P500 index or a Dow Jones Index, for example) should come into the equation, as well. Not just any benchmark though, it should be the PROPER benchmark.

You don't compare the gas mileage of a massive pickup truck, to a Toyota Prius, right? The same concept applies here.You generally won't get the info you desire by comparing a high-risk mutual fund to a low-risk benchmark. It just doesn't work that way.

I wrote a blog post about this back in June, but today, I rant about it.

As always, reach out to me if you have any thoughts about the show, or have personal finance questions!

Resources Featured In This Episode:

Rockie’s Blog Post: Incorrect Comparisons

Transcript coming soon

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