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The Motley Fool August 21, 2007 Nathan Alderman	4 Keys to Easier Investing Mystified by mutual funds? Here's what to look for. Once you know these four key elements to seek out when judging a fund, you'll be ready to start your own search to build your perfect fund portfolio.
The Motley Fool June 25, 2008 Selena Maranjian	Pay Attention to Turnover If you're thinking of buying some of a mutual fund's top holdings as individual stocks for your portfolio, be careful.
The Motley Fool July 11, 2007 Amanda B. Kish	Tips for Tracking Turnover In mutual funds, how much turnover is too much?
The Motley Fool August 7, 2007 Adam J. Wiederman	Make a $2 Million Difference There's a factor that fund investors have been overlooking that can negate the lowered fees: the turnover ratio.
The Motley Fool November 3, 2009 Selena Maranjian	How Much Is Management Costing You? Be picky. Look at fees. Look at a fund's turnover, because the higher the turnover, the higher the taxes on gains will likely be. Look at the long-term returns, too, because given the thousands of mutual funds out there, many are run by not-very-good managers.
The Motley Fool October 16, 2006 Zoe Van Schyndel	Tax-Efficient Investing Strategies Don't get so carried away in the quest to avoid paying taxes that you skip good returns solely for a reduced tax bill. It may seem attractive to eliminate taxes altogether, but for most investors, taxes are inevitable. Manage them wisely.
Financial Planning June 1, 2010 Craig L. Israelsen	What's in a Name? Analyzing the turnover rates of mutual funds shows that strategic portfolios have outperformed tactical ones over the past 10 years.
The Motley Fool February 19, 2009 Dan Caplinger	The Only Way to Stop Losing Money By taking charge of investing your own large portfolio, you can save a bundle in fees.
The Motley Fool March 31, 2010 Jennifer Schonberger	3 Tax Tips for Investing Veteran financial planner Norm Mindel, author of the new book, "Wealth Management in the New Economy," on investing for tax purposes.
Registered Rep. January 2, 2014 Stan Luxenberg	The Case for Mutual Funds Proponents of ETFs often argue that traditional mutual funds are obsolete -- black-and-white TVs in an age of streaming video. But the advantages of the ETF structure are limited, and they are eroded by the costs of trading.
Financial Planning November 1, 2010 Craig L. Israelsen	Conscientious Investing SRI stands for socially responsible investing. Historically, however, many have perceived it to mean "sickly returns indeed." This article looks at the performance of SRI funds, across 12 different Morningstar categories.
The Motley Fool November 17, 2004	Beware of "Churning" When brokers and fund managers churn, you usually pay.
The Motley Fool May 29, 2009 Dan Caplinger	You Don't Need This in Your Portfolio Tax-efficient funds are a thing of the past.
AskMen.com Luis Rodrigues	Mutual funds With interest rates remaining as low as they are, more and more people are looking towards the stock market to earn a higher return on their money investing.
The Motley Fool November 5, 2007 Selena Maranjian	Back Away From That Mutual Fund If you buy a mutual fund just before its capital gains tax distribution, you'll face taxes on an investment you didn't own for very long -- and in many cases, one you never owned.
The Motley Fool October 29, 2009 Selena Maranjian	Winning With Buy-and-Hold Mutual Funds In the aftermath of last year's stock market crash, buy-and-hold investing became a controversial strategy. But one year later, mutual funds pursuing a long-term, low-turnover approach to investing seem to be holding up surprisingly well.
The Motley Fool April 21, 2005	Don't Buy the Dividend! There's a bad time to buy into mutual funds.
The Motley Fool May 22, 2009 Selena Maranjian	New Fund Name, Same Lousy Performance? Beware mutual funds that change their monikers, but not their methods.
Financial Planning November 1, 2006 Pamela Black	White Paper: Predicting Emerging Market Fund Performance This study examines the ability of fund characteristics such as size, expense ratio, turnover, past performance, Morningstar rating and manager tenure to predict emerging market fund performance.
The Motley Fool January 18, 2011 Jim Royal	How Do These Biotechs Really Make Their Money? Break it down using the Dupont formula.
Financial Planning December 1, 2006 Craig L. Israelsen	Economies of Scale? As mutual fund assets rise, expense ratios are supposed to fall -- but do they?
The Motley Fool May 12, 2008 Zoe Van Schyndel	A Golden Oldie Fund That's Still Kickin' One of the oldest existing mutual funds, CGM Mutual Fund, shows it still has plenty of spunk left.
The Motley Fool December 5, 2006 Dan Caplinger	Stay Sharpe As a way to incorporate risk into your investment analysis, the Sharpe ratio does a good job of going beyond straight performance figures to give you insight into how an investment was successful.
The Motley Fool February 12, 2010 Dan Caplinger	4 Ways to Make Better Investments When it comes to mutual funds, you'll find that most winning funds share many of the same traits. Here's what you should look for to make better choices among funds.
The Motley Fool February 18, 2004 Robert Brokamp	The Fund Fees You Don't See A study shows that almost half of shareholder costs are undisclosed or nearly impossible to find. While the recent mutual fund scandals raise serious questions about whom we should trust with our money, the actual dollar cost to most individual investors isn't that high. There are far more significant ways funds siphon off our dollars. And they're just as hidden.
The Motley Fool May 20, 2004 Selena Maranjian	Alarming Mutual Funds Always consider a fund's total expense ratio because those hidden costs will eat away at your gains.
The Motley Fool August 26, 2004 Robert Brokamp	My Fund Manager Ate My Retirement! How much of your investment is consumed by your mutual fund's expenses?
The Motley Fool November 30, 2010 Jim Royal	How Do These Software Companies Really Make Their Money? Break it down using the Dupont formula.
The Motley Fool April 28, 2009 Dan Caplinger	The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want.
The Motley Fool July 23, 2009 Dan Caplinger	2-Time Losers You Should Sell Now Don't let these bad mutual funds hurt you three times.
The Motley Fool October 21, 2009 Dan Caplinger	This Great News Has Been a Long Time Coming Ordinarily, the end of the year is a dangerous time for mutual fund investors. This year, though, most fund shareholders will enjoy something they haven't seen in a while: freedom from capital gains taxes.
Registered Rep. June 1, 2004 Will Leitch	To Every Stock, Turn, Turn, Turn In recent years, the numbers have gone the opposite direction, however; as the tech bubble burst, trading has gone not down...but up.
The Motley Fool August 14, 2009 Dan Caplinger	Investors Deserve This Tardy Tax Break It's better late than never for relief on mutual fund capital gains taxes.
The Motley Fool June 3, 2005 Roy Lewis	Tax Rules for Selling Mutual Funds What do you do when it's time to sell?
The Motley Fool December 3, 2008 Dan Caplinger	The Year-End Mistake You Don't Want to Make If you prefer to use mutual funds rather than individual stocks to invest, there's one expensive tax mistake that you'll want to be sure to avoid.
Registered Rep. December 1, 2006	Correction The expense ratios of the lifecycle funds cited in "Spinning Their Wheels" (October 2006) represented gross expense ratios and not the net expense ratios that are normally used when examining fund fees.
The Motley Fool June 21, 2006 Selena Maranjian	Is Turnover the Key to Wealth? Here's a tip that can help you zero in on the best mutual funds.
Registered Rep. December 1, 2005 Stan Luxenberg	Some Mutual Funds Win in Tax Game It's true, on average, that exchange-traded funds and separate accounts have tax advantages over mutual funds. But advisors shouldn't dismiss mutual funds too quickly.
The Motley Fool December 29, 2010 Jim Royal	How Do These Retailers Really Make Their Money? By using the DuPont Formula, you can get a better grasp on exactly where your company is producing its profit and where it might have a competitive advantage. Let's look at Wal-Mart using this criteria.
BusinessWeek December 4, 2006 Lauren Young	Taking Stock Of Taxes Fund investors, beware of capital gains
On Wall Street June 1, 2011 Tom Roseen	Performance Drags: A Curse To Wealth Accumulation Loads, expenses and taxes can have a significant impact on fund returns over the long haul.
The Motley Fool December 8, 2009 Stephen Mauzy	There's More Than One Way to Turn a Buck Many investor focus on margins when asset turnover can generate sufficient profits.
The Motley Fool December 30, 2010 Jim Royal	How Do These Telecoms Really Make Their Money? Breaking these telecom companies' returns on equity can give you some insight into how they're competing against peers: AT&T... Vodafone... Verizon... America Movil...
The Motley Fool January 15, 2010	Mutual Funds and Your Taxes How to account for what you buy and sell during the year.
The Motley Fool April 9, 2008 Selena Maranjian	Why I Was Wrong, and Then Wrong Again Don't get all excited about a mutual fund based on its performance in a single year.
The Motley Fool December 30, 2010 Jim Royal	How Do These Beverage Companies Really Make Their Money? Let's use the Dupont formula to get a better grasp on exactly where Coca-Cola and other beverage companies are producing profit and where they might have a competitive advantage.
The Motley Fool March 29, 2010 Jordan DiPietro	Don't Say You Weren't Warned Avoid actively managed mutual funds and invest in individual stocks instead.
Investment Advisor June 2009 Vaughan Scully	ETF Advisor: ETFs for Cash Over the past year, ETFs holding money market securities -- Treasury, municipal, and corporate bonds that mature in less than a year -- have sprung up to give investors a "cash-equivalent" ETF option.
The Motley Fool October 27, 2006 Dan Caplinger	ETFs Can Be Taxing Watch out for tax pitfalls when investing in exchange-traded funds.
The Motley Fool October 29, 2007 Dan Caplinger	Fund Nightmare on Wall Street Most mutual fund investors have smiled at their quarterly statements for years now. But new villains, scarier than any costume-clad Halloween tricksters, are coming soon to a mutual fund near you: Uncle Sam and the IRS.