Friday Financial Tidbit-What to look for in a Mutual Fund

Have you ever tried to pick funds in your 401(K), IRA, or other retirement accounts and become completely overwhelmed?  If you have, do not worry, you are not alone.  Picking the fund that is right for you amongst all of the choices that are available can definitely cause some stress and confusion.  With that being said, saving for retirement is very important and most Americans are way behind on their retirement savings.   To help I compiled a Word document listing of the 10 items to look at before investing in a particular mutual fund.

10 things to look for in a Mutual Fund

Remember this should be used a guide, as there are other things to look at when considering investing in a particular fund.  Another great source that I have found to help with investing terminology is investopedia.com.

As always if you need assistance in choosing your retirement accounts, please seek out an investment professional.  To help, I have blogged before about the questions you need to ask your investment professional to see if you feel comfortable investing with them.

As always you can find the list of 10 things to look for in a mutual fund along with our other financial resources in our free financial resources page.

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About Jon White

Giving people hope and seeing them win with their finances is something I have a strong passion for. Because of this passion I started JW’s Financial Coaching in the summer of 2010. Financial coaching has allowed me to combine my passions of finances, teaching, and helping others by helping people get on the right track financially. I'm interested in hearing your story so please do not hesitate to interact with me through social media.
This entry was posted in Financial Goals, Friday Financial Tidbit, Investing, Spreadsheets and tagged , , , . Bookmark the permalink.

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