The history of mutual fund analysis probably began in 1924 when the very first mutual fund was created by three Boston securities executives when they pooled their money together to form Massachusetts Investor Trust. The 200 individuals who put up the original seed money of $50,000 certainly did some mutual fund analysis before they invested their hard earned money.
Ever since then, investors have done their own mutual fund analysis to protect their investment and to maximize their earning potential.
Lipper and Morningstar are both well-known for providing independent mutual fund analysis for investors. Mutual Fund analysis can be performed using a number of different criteria, depending on the one doing the analyzing. Whether measuring past performance or predicting future success, make sure you read the fine print carefully, so you understand exactly what the market fund analysis means.
Investment advisors often suggest doing your own mutual fund analysis and looking for those funds with:
• No load
• Turnover of no higher than 50%
• Expense ratio below 1.75%
• A manager with a proven track record of outperforming the S&P 500
• A manager with a sound investment philosophy
• A manager with a long tenure
• A manager with a sound investment philosophy
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