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Guidelines to help select the best Mutual & Exchange Traded funds for your portfolio

By William Amanhyia

 

  • Always compare mutual funds and choose funds with very low fees

  • Always choose funds that have No Sales Charges ( also called no load funds)

  • Consider the style and type of fund

  • Choose mutual funds with low expense ratios (preferably below 1)

  • Select mutual funds with low turnovers, no higher than 50% a year, preferably 20%

  • Research the holdings of any funds you choose to alleviate the risk of investing in funds with the same or similar holdings.

  • Evaluate managers and past results (but always remember that past results do not guarantee future returns)

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